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Rich Cancro — Founder and CEO · Advisor Engine: Digital Wealth Management Technology · New York, New York, United States.
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About
I am the founder and CEO of AdvisorEngine. We are building the future of financial advice, which is personal, scientific, and beautiful.
Our team is passionate, one could say obsessive, about driving Advisor growth and transforming how Advisors connect with their clients. I am the husband of Julie Richard and papa to our 13 year old daughter, Sabrina, and 11 year old son, Mateo. "The views expressed are the personal views of Rich Cancro. The posts and other materials should not be construed as individual investment advice or a recommendation regarding securities investments. All investments involve risk including possible loss of principal. Please review the AdvisorEngine Privacy Notice https://www.advisorengine.com/privacy-policy
Experience
CEO & FounderCurrent
AdvisorEngine · New York
Jan 2013 – Present
AdvisorEngine is developing the future of financial advice. Our award-winning fintech platform is personal, scientific, and beautiful. We are driving Advisor growth and revolutionizing how Advisors connect with their prospects and clients. We are also on a passionate mission to automate every pain point that impedes the ability for Advisory firms to truly scale.
CEOCurrent
AdvisorEngine Portfolio Solutions
Jul 2025 – Present
Education
Skills
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