Richard Cancro
CEO & FounderAdvisorEngine
Richard Cancro is CEO and founder of AdvisorEngine, the first complete wealth management platform with a fully-customizable white label robo solution. Built from day one to help advisors grow, AdvisorEngine empowers advisors to efficiently serve smaller, geographically dispersed or millennial clients with the same tools as with high net-worth face-to-face clients, using the advisor’s own investment philosophy, work flow, client relationship, and brand.

Cancro sets the strategic vision, oversees the company’s business operations, and manages product strategy for AdvisorEngine. With over 20 years of deep experience building and managing wealth management businesses, platforms and products, he has a successful track record of creating innovative solutions, re-inventing technology platforms and driving financial growth for businesses.

Prior to founding AdvisorEngine, Richard served as a Managing Director at Bank of America/Merrill Lynch where he was the Head of their RIA custody business (Money Manager Services) serving independent RIAs and their HNW clients. He was also responsible for their Global Wealth and Investment Management Managed Account Technology Platform that served over $350 billion in AUM. Richard was also a Managing Director at J.P. Morgan, where he was headed their Investment Advisor Services RIA custody business.