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Wealth management leader Ned Dane joins AdvisorEngine as Chief Growth Officer

New York, June 14, 2023 –

Dane will help AdvisorEngine clients use data and technology to scale; his experience includes both traditional wealth management and artificial intelligence (AI) fintech

AdvisorEngine announced today industry veteran Ned Dane is joining the firm as its Chief Growth Officer, overseeing relationship management and sales.

In this role, Dane is charged with helping AdvisorEngine clients use data and technology to grow their revenue, achieve deeper operational efficiency and deliver elevated client service. 

“I’m so pleased to welcome Ned to AdvisorEngine,” said Rich Cancro, CEO and founder of AdvisorEngine. “With his leadership experience in wealth management, asset management and technology, Ned can be a valuable sounding board for senior executives within our client base.” 

Over the last 30 years, Dane has built businesses, led high-performing teams, and developed innovative solutions to meet the needs of high-net-worth investors. He is an accomplished public speaker and industry expert on generational insights and AI within financial services. 

"What an exciting time to be joining AdvisorEngine," Dane said. "Integrated technology solutions for today's wealth management firm need to be intuitive, customizable for multiple roles and powered by data. That's why the AdvisorEngine platform is perfectly positioned to bring scale to leading wealth management firms.

“AdvisorEngine is driven to provide advisory firms with highly responsive personal service, which is reflected in its consistent 98% client service satisfaction ratings. When I meet with clients and prospects, I’ll be focused on helping them reach the next stage of success. This process starts by working together to build a plan that can lead them to new levels of operational excellence, client service and revenue growth."

Prior to joining AdvisorEngine, Dane was chief strategy officer at AI software firm Aidentified. His career includes senior roles at Merrill Lynch, AXA Advisors, OppenheimerFunds and Putnam Investments. 

Dane serves on the boards of several philanthropic and cultural organizations, including The University of New Hampshire Foundation, The Frick Museum in Pittsburgh, and The Helen C. Frick Foundation.

AdvisorEngine Chief Operating Officer Craig Ramsey noted the dual nature of Dane’s position: “There is a symmetry to Ned’s role as Chief Growth Officer. He will help drive growth for our clients and AdvisorEngine.” 


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