AdvisorEngine
As CIO of AdvisorEngine, Raj manages all technology efforts that help run, grow and transform the AdvisorEngine solutions.
Raj offers over 25 years of experience in the technology financial services industry in Wealth Management, Strategic Technology & Architecture, Treasury Services and Primary & Secondary Securities Market. Prior to joining AdvisorEngine, Raj was a Managing Director at Pershing’s BNY Mellon and managed the Common Services, Architecture and Innovation division. Along with managing many teams, Raj was the Pershing Digital Officer, a Technology Executive Committee member, and a Technology Priority Committee member. During his time in Pershing, Raj also created the Advanced Technology Labs that produced multiple innovations for Pershing solutions. Raj holds both a Master’s and Bachelor’s degree in Computer Science, a Bachelor’s degree in Communications Arts and Media, a Certificate in Finance and a Series 7 & 24.
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AdvisorEngine
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AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform.