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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Sectors
Technology
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Phone
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Website
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Social
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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 Total Funding
- Total Rounds 3
- Last Round Series A — $7.6M
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First Round
First Round
(14 May 2013)
- Investors Count 4
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2017 | Amount | Series A - Advizr | Valuation | Franklin Templeton India | |
| Sep, 2015 | Amount | Seed - Advizr | Valuation |
investors |
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| May, 2013 | Amount | Seed - Advizr | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Tech focused Early stage VC Firm investing in the US
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Founded Year | Domain | Location | |
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Venture capital firm focused on tech startups
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Founded Year | Domain | Location | |
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Wealth and investment management solutions are offered to institutional investors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Advizr
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Advizr
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Advizr Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Cloud-based financial planning and advisory solutions are provided for businesses.
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| domain | founded_year | HQ Location |
Wealth management solutions are provided online for financial markets.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by the firm.
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| domain | founded_year | HQ Location |
SaaS-based financial advisory & planning solutions
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| domain | founded_year | HQ Location |
Financial planning software for IRA recordkeeping is offered.
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| domain | founded_year | HQ Location |
Retirement and superannuation solutions are provided, including investments and pensions.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Advizr
Frequently Asked Questions about Advizr
When was Advizr founded?
Advizr was founded in 2013.
Where is Advizr located?
Advizr is headquartered in New York, United States. It is registered at New York, New York, United States.
Is Advizr a funded company?
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 14, 2013.
How many employees does Advizr have?
As of Dec 31, 2018, the latest employee count at Advizr is 23.
What does Advizr do?
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.
Who are the top competitors of Advizr?
What products or services does Advizr offer?
Advizr offers Orion Planning, Redtail CRM, Portfolio Accounting, and Risk Intelligence.
Who are Advizr's investors?
Advizr has 5 investors. Key investors include sei, Orion Advisor Solutions, Fenway Summer Ventures, IA Capital Group, and Franklin Templeton India.