About Advizr
Advizr is a Technology company based in New York (United States) founded in 2013, and was acquired by Orion in July 2019. Financial Planning Software for advisors. 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. Its website advizr.com draws about 387 thousand monthly visits. Advizr offers products and services including Orion Planning, Redtail CRM, Portfolio Accounting, and Risk Intelligence. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Financial Planning. Its legal entity is ADVIZR, INC. Its competitors include Planful, Modern Wealth Management and iraLogix; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters New York, United States
- Employees 23
- Stage Acquired
- SectorsTechnology
- Website category Finance · Investing
- Website advizr.com
- Social LinkedIn X
- Acquired by Orion (Jul 2019)
- Legal Name Advizr, Inc.
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.
- Total Funding $9.67M
- Total Rounds 3
- Last Round Series A — $7.62M
- First Round $310,000
(May 2013)
- Investors Count 4
All 3 funding rounds of Advizr with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2017 | $7.62M | Series A | – | Franklin Templeton India | |
| Sep 2015 | $1.74M | Seed | – | – | |
| May 2013 | $310,000 | Seed | – | – | – |
5 investors in total: 5 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Tech focused Early stage VC Firm investing in the US | fenwaysummer.com | Bethesda, United States | ||
Venture capital firm focused on tech startups | iacapgroup.com | New York, United States | ||
Wealth and investment management solutions are offered to institutional investors. | 1968 | seic.com | Oaks, United States | |
Diversified investment management services are offered in India. | franklintempletonindia.com | Mumbai, India | ||
Wealth technology solutions are provided for financial advisors. | 1998 | orion.com | Omaha, United States |
Investor details for Advizr
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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Timeline of Advizr
4 dated milestones of Advizr across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Advizr is founded.
- Funding First funding round of $310K.
- Funding Latest funding round, Series A, of $7.6M.
- Exit Acquired by Orion.
Competitors of Advizr
Advizr has 3 listed competitors in our database, 3 of them funded. They include Planful, Modern Wealth Management and iraLogix.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. | |
| modwm.com | 2023 | Lenexa, United States | $200M | 101 | Wealth management services are provided to clients by the firm. | |
| iralogix.com | 2015 | Doral, United States | $48.38M | Financial planning software for IRA recordkeeping is offered. |
Detailed competitors of Advizr
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Advizr
The website of Advizr (advizr.com) receives about 387.1K visits a month and ranks #96,701 among all websites worldwide, #6,042 in Investing.
- Monthly visits387.1K
▲ 5.9% vs previous month
- Unique visitors82.5K
per month
- Global rank#96,701
among all websites
- Category rank#6,042
Finance · Investing
- Bounce rate17%
- Pages per visit5.8
- Average visit4 min 12 sec
- DevicesDesktop 85% · Mobile 15%
Websites whose visitors overlap most with Advizr. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| schwab.com | 100% | 94M | #365 | View details | |
orioneclipse.com | orioneclipse.com | 98% | #384,919 | – | |
| creativeplanning.com | 95% | 262.4K | #241,055 | View details | |
| fidelity.com | 94% | 129.5M | #275 | View details | |
| morningstar.com | 94% | 12.9M | #4,951 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 35 similar websites and full traffic analytics for Advizr
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 35 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Advizr (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about 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. The company's 1st funding round was a Seed of $310K, raised on May 2013.
Advizr has 23 employees.
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's top competitors include Planful, iraLogix and Modern Wealth Management.
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.
Advizr operates through Advizr, Inc..
Yes. Advizr was acquired by Orion in July 2019.
The website of Advizr receives about 387 thousand visits a month and ranks #96,701 among all websites worldwide.