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Advizr

Advizr is a financial planning solutions available, automating advice delivery, empowering more advisors to participate in holistic advice and allowing more clients to receive financial plans regardless of their net worth. Its intuitive and sleek interface enables advisors to create and deliver comprehensive plans in minutes.

Total funding

~$11M

HQ 🇺🇸

New York, United States

Year founded

2013

Status

Acquired

People

Hussain Zaidi

Chief Executive Officer

Chris Mossa

Chief Financial Officer

Mustapha Baassiri

Chief Operating Officer

Chadwick W Blythe

President, Chief Revenue Officer

Ryan Anderson

Chief Product Officer

Jorge Alvarez

Chief Marketing Officer

Ryan Mang MBA

Chief Revenue Officer

Investors

Orion Advisor Technology

SEI

Franklin Templeton

IA Capital Group

Fenway Summer Ventures

Aron Miodownick

Steve Lockshin

Marty Bicknell

Andy Putterman

Ann Kaplan

John Chrin

Brett Danko