AdvisorEngine acquires Wealthminder

Wealth management platform now will offer adviser-client collaboration tool
FEB 15, 2017
AdvisorEngine, a New York-based digital wealth management platform, has purchased the technology assets and intellectual property of Wealthminder, a McLean, Va.-based adviser-client collaboration tool. Wealthminder founder and CEO Rich Ellinger will join AdvisorEngine, which did not disclose terms of the deal in its press release. “The addition of Wealthminder's digital prospecting tools will help financial firms foster new and deepen existing relationships with clients,” said AdvisorEngine founder and CEO Rich Cancro. In 2016, WisdomTree made a $20 million equity investment in AdvisorEngine and made its asset allocation models available through AdvisorEngine's platform.

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound