AdvisorEngine

AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business. The job it does: accepting cards, bank transfers and wallets online or in person.

It makes the most sense for any business that takes money. Alongside the main category they mention Financial Services, FinTech and Wealth Management.

AdvisorEngine is based in New York, New York and around since 2014. More on advisorengine.com.

Things worth asking about: rates, payout timing, chargeback handling, and developer tools. Get the renewal terms in writing before the first invoice.

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