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Details

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  • Company Type For Profit
  • Contact Email welcome@advizr.com
  • Phone Number 1(844) 223-8497

Advizr is dedicated to creating financial planning software that enables profitable financial planning for all of its customers. It has automated advice delivery that allows more advisors to participate in holistic advice and more clients to receive financial plans regardless of their net worth. Advizr was co-founded by Hussain Zaidi, Mustapha

Baassiri, and Jorge Alvarez in 2013 and is based in New York.

Lists Featuring This Company

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Closed SaaS Companies
3,484 Number of Organizations • $16.9B Total Funding Amount • 5,192 Number of Investors
Closed Northeastern US Financial Services Companies
1,074 Number of Organizations • $3.5B Total Funding Amount • 565 Number of Investors
Tecnológico de Monterrey Alumni Founded Companies
616 Number of Organizations • $336.7M Total Funding Amount • 391 Number of Investors
Closed East Coast Companies (Top 10K)
9,916 Number of Organizations • $106.8B Total Funding Amount • 14,551 Number of Investors

M&A Details

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Advizr was acquired by Orion Advisor Technology on Jul 11, 2019.

Frequently Asked Questions

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Where is Advizr's headquarters? Advizr is located in New York, New York, United States.Who invested in Advizr? Advizr has 4 investors including SEI and Franklin Templeton.How much funding has Advizr raised to date? Advizr has raised
$10.6M
.When was the last funding round for Advizr? Advizr closed its last funding round on Jun 22, 2017 from a Series A round.