Founded in 2013, AdvisorEngine combines the deep experience of industry leaders with powerful, cutting edge technologies to create solutions that truly empower advisors. The only platform built specifically for advisors, AdvisorEngine is designed with the flexibility to work the way you need, the power to grow the way you want, and the unparalleled freedom to deliver better experiences—and better outcomes—to more clients than ever before.
Vanare is born
Vanare acquires NestEgg
NestEgg enables Vanare to offer the first robo-advisor product designed specifically for advisors.
Vanare becomes AdvisorEngine
AdvisorEngine better reflects the company’s capabilities and drive to help advisors grow.
AdvisorEngine acquires WealthMinder
WealthMinder adds in-depth financial planning capabilities to AdvisorEngine—enabling advisors to plan more holistically.
AdvisorEngine acquires Kredible
Kredible enables advisors to improve their online presence and put their referral network “on steroids.”