What Wealthminder does

The firmographics identify the company as Wealthminder, but the substantive product, management, and funding data describe AdvisorEngine, a wealth management technology platform headquartered in Reston, USA, founded in 2013. AdvisorEngine provides an integrated SaaS platform for financial advisory firms, combining customer relationship management (CRM) under the Junxure sub-brand, digital onboarding workflows, portfolio management and rebalancing tools, an investment management solution delivered through its registered investment adviser subsidiary AdvisorEngine Portfolio Solutions Inc. (AEPS), a client-facing portal, and a Business Intelligence add-on module. The platform also includes Migration + Onboarding services and Training + Support, indicating a full-stack implementation-partner model rather than pure self-serve SaaS.

The underlying product architecture spans the full advisor workflow: lead capture through CRM, KYC/identity verification and account opening via Digital Onboarding, model portfolio construction and rebalancing through Portfolio Management Tools and the AEPS RIA sleeve, client communication via the Client Portal, and advisor-level analytics through Business Intelligence. The Junxure CRM sub-brand — a recognized legacy CRM in the RIA space — implies either acquisition or white-label integration to serve established advisory practices. AEPS is structured as a separately SEC-registered investment adviser, allowing AdvisorEngine to offer discretionary investment management bundled with the platform, an unusual positioning among pure technology vendors and one that places the firm more like a hybrid technology and asset-management business.

The go-to-market is enterprise-oriented: the website leads with a Schedule a Demo CTA rather than self-serve sign-up, indicating direct field sales targeting RIAs and larger advisory firms. Pricing is not disclosed publicly, consistent with enterprise SaaS sales motions. The company is also investing in community and brand through DRIVE2027, a customer conference scheduled for March 15-17 at Lake Austin, and through Action! Magazine, a content-marketing publication. Funding is modest — approximately $2.13 million raised across three disclosed rounds (2014-2016) from Signatures Capital, DoubleRock, and Green Visor Capital. The firmographic headcount band of 1,001-5,000 is inconsistent with the small disclosed funding and six-person named management roster, suggesting either an outdated firmographic snapshot, mismatched data sources, or a larger parent organization not fully captured in the inputs.

Name

Wealthminder

Legal name

AdvisorEngine

Website

https://wealthminder.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Wealthminder, operating as AdvisorEngine, provides an integrated SaaS wealth management platform for financial advisory firms, combining Junxure CRM, digital onboarding, portfolio management tools, AEPS investment management, client portal, and Business Intelligence.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Portfolio Management and Investment Advice (523940), Computer Systems Design and Related Services (54151)

SIC

Investment Advice (6282), Services-Prepackaged Software (7372)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Hybrid Robo-Advisory Platforms (Advisor + Automation) (FSAGAEAB), Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)

Keywords

• Wealth management software
• Financial advisor tools
• Portfolio management platform
• Wealth management CRM
• Digital client onboarding

Headquarters

HQ city

Reston

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Platform Subscription: SaaS-based wealth management platform delivered as subscription, providing CRM, portfolio management tools, digital onboarding, and client portal capabilities.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Wealthminder (operating as AdvisorEngine) provides an integrated SaaS wealth management technology platform for financial advisory firms. The offering combines a purpose-built CRM, digital onboarding, portfolio management tools (data consolidation, goals-based planning, rebalancing, performance reporting, fee billing), a client portal, and affiliated investment management services through AdvisorEngine Portfolio Solutions (AEPS). The platform is delivered via enterprise subscription targeting wealth management firms seeking to consolidate previously siloed technology stacks.

Product overview

AdvisorEngine is a comprehensive wealth management platform providing an integrated suite of technology solutions. The platform architecture consists of core products including CRM, Digital Onboarding, Portfolio Management Tools, AdvisorEngine Portfolio Solutions (investment management), and Client Portal. These core products are complemented by sub-products such as Data Consolidation, Goals-based Planning, Rebalancing, Performance Reporting, and Fee Billing. The platform also offers Business Intelligence as an add-on module, along with Migration and Support services. The system is designed as a connected, scalable technology stack that enables financial advisors to streamline client experience, build personalized portfolios at scale, and run their firms more effectively.

Differentiator

Problem solved

Functional benefit

Brands

• AdvisorEngine Portfolio Solutions: Investment management platform and portfolio solutions offered through affiliated registered investment adviser AEPS
• Junxure CRM

Products and services

• AdvisorEngine CRM

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature9 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Orion Advisor Solutions: End-to-end advisor technology platform offering portfolio management, CRM, reporting, and rebalancing for wealth management firms. Directly comparable in product scope and target buyer (advisory firms), and a primary competitor in enterprise wealthtech sales cycles.
• Addepar: Portfolio management and reporting platform serving advisors, family offices, and large wealth managers. Directly comparable in portfolio analytics, data consolidation, and reporting capabilities, with comparable enterprise sales motion.
• Wealthbox CRM: Purpose-built CRM for financial advisors competing directly against AdvisorEngine CRM (and the Junxure sub-brand). Highly relevant peer on the CRM leg of the platform where AdvisorEngine's domain specialization is a stated strength.
• Redtail Technology: Advisor-focused CRM and workflow platform serving independent and mid-market advisory firms. Direct peer on the CRM side of AdvisorEngine's stack with a similar SMB-to-mid-market go-to-market.
• eMoney Advisor: Financial planning and client portal platform (owned by Fidelity) for financial advisors. Direct overlap with AdvisorEngine's goals-based planning and client portal modules.

Broad incumbents

• Envestnet: Public TAMP and advisor-tech incumbent offering portfolio management, Tamarac CRM, and Advisor Services across the wealth stack. Overlaps with AdvisorEngine's CRM, rebalancing, and AEPS-style RIA offering but at materially greater scale and with deeper custodian integrations.
• SS&C Black Diamond: Wealth management platform within SS&C providing portfolio management, reporting, rebalancing, and client portal. Direct overlap with AdvisorEngine's portfolio management and reporting modules and a frequent head-to-head competitor in advisor firm RFPs.
• Salesforce Financial Services Cloud: Horizontal CRM giant with a wealth management vertical edition. Represents the 'adapted generic CRM' alternative that AdvisorEngine's purpose-built positioning is explicitly designed to differentiate against.

Emerging players

• Riskalyze: Risk-tolerance and financial planning platform for advisors. Adjacent competitor in the planning workflow where AdvisorEngine's goals-based planning module competes for the same advisor mindshare.

Others

• Junxure (predecessor business): Legacy wealth-management CRM that now operates as a sub-brand within AdvisorEngine. Listed as a peer reference rather than a separate competitor given that it has been absorbed into the anchor company.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/wealthminder
• Facebookfacebook.com/wealthminder
• LinkedInlinkedin.com/company/wealthminder
• Instagraminstagram.com/advisorengine

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds3 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wealthminder