Kurt MacAlpine

AdvisorEngine, Inc. operates as a digital wealth management technology company which engages in integrating private-label robo-advice technology within a full enterprise B2B digital wealth management platform. It focuses online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. Its open architecture platform provides fully customizable robo-advisor tools, dashboards to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. The firm helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors. The company was founded by David Scalzo, Rich Cancro and Vladimir Baranovin in 2014 and is headquartered in New York.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

WisdomTree UK Ltd. provides investment solutions. Its products include commodities such as broad, agriculture, livestock and energy, equities such as thematics and single country, currencies such as G10 and emerging markets, short and leveraged such as equities and currencies and fixed income. The company was founded by Graham John Tuckwell, Nik Bienkowski and Gregory John Burgess in 2003 and is headquartered in London, the United Kingdom.

Part of WisdomTree, Inc., WisdomTree Europe Ltd. is a British company that offers asset management services. The company is based in London, UK and was founded in 2014.

WisdomTree Asset Management Canada, Inc. engages in the operation as manager and trustee of the WisdomTree ETFs listed for trading on the Toronto Stock Exchange. The company is headquartered in Toronto, Canada.

Part of CI Financial Corp., CI Private Wealth is a Canadian company that provides wealth management and asset management advisory services. The company is based in Toronto, Canada. The company was founded in 1965. Kurt MacAlpine has been the CEO of the company since 2019.