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AdvisorEngine acquires WealthMinder assets




By Lisa Walls-Hester on 17th February 2017


AdvisorEngine, the New York-based digital wealth management platform, has purchased the technology assets and intellectual property of Wealthminder, a cloud-based offering that enables financial advisors to collaborate with clients.

 

The integration of Wealthminder will strengthen the AdvisorEngine's platform.

 

Wealthminder founder and CEO Rich Ellinger, said: "Wealthminder's mission is to make financial planning simpler for financial firms and their clients. We're excited to provide AdvisorEngine clients with a more robust, yet easy-to-use solution for delivering advice, executing on that advice, and monitoring the client's progress."

 

AdvisorEngine founder and CEO Rich Cancro said: "When Rich Ellinger and I began talking, it was clear we shared similar philosophies about helping advisors connect with and serve clients."

 

"AdvisorEngine will continue to be an open architecture platform with key integrations to other financial planning tools, as CRMs and planning tools are often very personal to the advisor."

 

"Financial advisors want a technology solution that enhances connectivity between client and advisor while supporting either a traditional advisor-driven relationship or a lower touch client-driven experience," said Cancro. "AdvisorEngine empowers advisors with integrated technology that allows them to serve a wide range of clients, from high-net-worth clients to moderate balance."

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