About Advizr
Advizr is a company based in New York (United States) founded in 2013 was acquired by Orion in July 2019. Advizr has raised $9.67 million across 3 funding rounds from investors including sei, Orion Advisor Solutions and Fenway Summer Ventures. The company has 23 employees as of December 31, 2018. Advizr offers products and services including Orion Planning, Redtail CRM, Portfolio Accounting, and Risk Intelligence. Advizr operates in a competitive market with competitors including Planful, Iress, Modern Wealth Management, Wealthpilot and iraLogix, among others.
- Headquarter New York, United States
- Employees 23 as on 31 Dec, 2018
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Technology
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- Legal Name Advizr, Inc.
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Products & Services of Advizr
Advizr offers a comprehensive portfolio of products and services, including Orion Planning, Redtail CRM, Portfolio Accounting, and Risk Intelligence.
Platform for goals-based financial planning and simulations.
CRM system for managing advisor-client relationships.
Software for billing, reporting, and trading at scale.
Tools to understand and manage investment risks.
Funding Insights of Advizr
Advizr has successfully raised a total of $9.67M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $7.62 million completed in June 2017. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Advizr
Advizr has secured backing from 5 investors, including venture fund and institutional investors. Prominent investors backing the company include sei, Orion Advisor Solutions and Fenway Summer Ventures.
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Tech focused Early stage VC Firm investing in the US
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Venture capital firm focused on tech startups
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Wealth and investment management solutions are offered to institutional investors.
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Investor details for Advizr
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Investments & Acquisitions by Advizr
Investment portfolio details for Advizr
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Financial Statements - Advizr
Detailed financials for Advizr
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Advizr Comparisons
Peer comparison for Advizr
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Competitors of Advizr
Advizr operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Planful, Iress, Modern Wealth Management, Wealthpilot and iraLogix, among others.
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Cloud-based financial planning and advisory solutions are provided for businesses.
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Wealth management solutions are provided online for financial markets.
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Wealth management services are provided to clients by the firm.
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SaaS-based financial advisory & planning solutions
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Financial planning software for IRA recordkeeping is offered.
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Retirement and superannuation solutions are provided, including investments and pensions.
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Detailed competitors of Advizr
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Latest news on Advizr
Complete news archive for Advizr
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Frequently Asked Questions about Advizr
Advizr was founded in 2013.
Advizr is headquartered in New York, United States. It is registered at New York, New York, United States.
Advizr is a funded company, having raised a total of $9.67M across 3 funding rounds to date.
As of Dec 31, 2018, the latest employee count at Advizr is 23.
Advizr was founded in 2013 in New York, United States, within the financial services sector. Software is provided to financial advisors for developing client plans through a data collection wizard, customization tools, and real-time implementation monitoring. Operations focus on wealth management efficiency. Clients include Orion, Blueleaf, Quovo, and XY Planning Network, with services centered in the United States.
Advizr offers Orion Planning, Redtail CRM, Portfolio Accounting, and Risk Intelligence.
Advizr has 5 investors. Key investors include sei, Orion Advisor Solutions, Fenway Summer Ventures, IA Capital Group, and Franklin Templeton India.