Advizr
Latest round
- Series A
Last raised
- May 2017
Total raised
- $7.6M
Investors
- 4
About Advizr
Advizr Inc.Advizr Inc. was founded in 2013 and is headquartered in New York, US. The company specializes in delivering financial planning technology services aimed at financial advisors. In July 2019, Advizr was acquired by Orion Advisor Services, LLC, although the financial terms of the acquisition were not disclosed.62 mn.Advizr Inc. provides a comprehensive suite of wealth management and financial planning technology solutions designed to empower financial advisors and enhance client experiences. Their core offerings include Orion Planning, which integrates financial goal tracking with investment performance, allowing advisors to deliver holistic, goals-based advice to clients. The platform facilitates dynamic collaboration through intuitive workflows, enabling advisors to create personalized financial plans and actionable steps based on data-driven simulations. Advizr emphasizes behavioral finance principles, equipping advisors with tools like the 3D Risk Profile and BeFi20 to foster deeper client connections and improve investment outcomes.Advizr Inc. generates revenue primarily through subscription-based models for its software products and services, including its flagship Orion Planning platform. Advisors and firms subscribe to the technology suite, which allows them to access tools for financial planning, portfolio management, and client relationship management. The transaction structure typically involves annual or monthly subscriptions, providing clients with ongoing access to the platform’s capabilities, including personalized reporting and risk assessment tools. Partnerships with financial institutions and other technology providers also contribute to Advizr’s revenue stream, offering additional services that integrate seamlessly with their core offerings.Following its recent acquisition, Advizr Inc. aims to expand its product offerings and enhance its platform capabilities, focusing on new features that leverage behavioral finance tools. The company is also targeting expansion into additional markets, particularly in Asia and Europe, by the end of 2022.
Who invested in Advizr
4 investors across 1 round
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Funding rounds
Series A
May 22, 2017
Amount
$7.6M
Investors
Questions about Advizr
Who invested in Advizr?
Advizr has 4 investors on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Advizr raised?
Advizr has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did Advizr last raise money?
Advizr's most recent round on record is a Series A, in May 2017.
What does Advizr do?
Advizr is a software company.
Where is Advizr headquartered?
Advizr is headquartered in New York, US.
Which VCs invest in companies like Advizr?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at Advizr's stage. Their profiles are linked below.
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