Advizr

📍 New York, United States🗓 Founded 2013👥 4 employees💰 Last funded Apr 2015
Financial Services🌐 orionadvisortech.com
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Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Advizr, known for its sleek interface and impressively intuitive user experience, enables advisors, financial institutions, and even employers to engage investors in many different ways, depending on their service model — from highly collaborative to fully investor-led. This versatility is powerful, when coupled with a best-in-class client portal that provides investors with a range of dynamic personal financial management capabilities powered by a comprehensive financial planning engine. And with the ability to seamlessly support both goal- and cash-flow-based methodologies, Advizr has made the traditionally complex planning experience simple.
4
Total investors
4
Early stage
0
Mid stage
0
Late stage
2013
Founded

Investors

4 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
United States
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Frequently asked questions
Who invested in Advizr?
Advizr has 4 investors on record on gritt.io, including 4 early-stage backers.
When did Advizr last raise funding?
The most recent investment in Advizr recorded on gritt.io was in April 2015.
When was Advizr founded?
Advizr was founded in 2013.
What industry is Advizr in?
Advizr operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is Advizr based?
Advizr is headquartered in New York, United States.