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Advizr

Description

Developer of an automated financial planning application. The company offers an application that allows consumer and advisor to access financial planning services in real-time.

2012

Founded

PRIVATE

Status

11-50

Employees

Series A

Latest Deal Type

$7.62M

Latest Deal Amount

$10.5M

Total Amount Raised

Description

Developer of an automated financial planning application. The company offers an application that allows consumer and advisor to access financial planning services in real-time.

Website:

www.advizr.com

Ownership Status

Privately Held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Financial Software

Other Industries

Application Software

Primary Office

419 Park Avenue South 2nd Floor New York, NY 10016United States +1 (844) 223-8497
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Advizr Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

Advizr Cap Table

Stock# of Shares
Authorized
Par ValueDividend Rate (%)Original
Issue Price
LiquidationLiquidation
Pref. Multiple
Conversion
Price
% Owned

Advizr Investors (12)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
Andy PuttermanAngel (individual)Minority000 0000000 0000
Ann KaplanAngel (individual)Minority000 0000000 0000
Aron MiodownickAngel (individual)Minority000 0000000 0000
Brett DankoAngel (individual)Minority000 0000000 0000
Fenway SummerVenture CapitalMinority000 0000000 0000
Andy Putterman Angel (individual)
Ann Kaplan Angel (individual)
Aron Miodownick Angel (individual)
Brett Danko Angel (individual)
Fenway Summer Venture Capital

Advizr Executive Team (8)

NameTitleBoard
Seat
Contact
Info
Hussain ZaidiCo-Founder & Chief Executive Officer
Mustapha BaassiriCo-Founder & Chief Operating Officer
Jorge ÁlvarezCo-Founder, Head, Business Intelligence & Chief Marketing Officer
Andrew PuttermanAdvisor
Ann KaplanAdvisor
Hussain Zaidi Co-Founder & Chief Executive Officer
Mustapha Baassiri Co-Founder & Chief Operating Officer
Jorge Álvarez Co-Founder, Head, Business Intelligence & Chief Marketing Officer
Andrew Putterman Advisor
Ann Kaplan Advisor
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