Advizr Overview

  • Year Founded
  • 2012

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 27

Employees

  • Latest Deal Type
  • M&A

  • Latest Deal Amount
  • $50M

Advizr General Information

Description

Developer of an automated financial planning software intended to empower financial institutions to provide holistic advice to clients. The company's software includes financial planning tools and analytics to provide coaching and support related to investment, enabling financial institutions and advisors to serve their employee bases and grow their practice.

Contact Information

Website
www.advizr.com
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 36 West 25th Street
  • 9th Floor
  • New York, NY 10010
  • United States
+1 (844)
Primary Industry
Financial Software
Acquirer
Orion Advisor Solutions
Vertical(s)
FinTech
Corporate Office
  • 36 West 25th Street
  • 9th Floor
  • New York, NY 10010
  • United States
+1 (844)

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Advizr Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Merger/Acquisition 11-Jul-2019 $50M Completed Generating Revenue
3. Later Stage VC 21-Sep-2018 Completed Generating Revenue
2. Early Stage VC (Series A) 05-Jun-2017 $7.62M $7.93M Completed Generating Revenue
1. Seed Round 14-May-2013 $310K $310K Completed Generating Revenue
To view Advizr’s complete valuation and funding history, request access »

Advizr Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series A
Seed
To view Advizr’s complete cap table history, request access »

Advizr Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of an automated financial planning software intended to empower financial institutions to provide holistic adv
Financial Software
New York, NY
27 As of 2018

Shelton, CT
 

Milwaukee, WI
 
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Advizr Competitors (28)

One of Advizr’s 28 competitors is RightCapital, a Venture Capital-Backed company based in Shelton, CT.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
RightCapital Venture Capital-Backed Shelton, CT
Advicent Solutions Private Equity-Backed Milwaukee, WI
InvestEdge Private Equity-Backed Canonsburg, PA
InvestCloud Private Equity-Backed West Hollywood, CA
Ncontracts Private Equity-Backed Nashville, TN
You’re viewing 5 of 28 competitors. Get the full list »

Advizr Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Advizr Former Investors (12)

Investor Name Investor Type Holding Investor Since Participating Rounds
Allianz Life Ventures Corporate Venture Capital
Angel (individual) Minority
Angel (individual) Minority
Angel (individual) Minority
Angel (individual) Minority
You’re viewing 5 of 12 investors. Get the full list »

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Advizr FAQs

  • When was Advizr founded?

    Advizr was founded in 2012.

  • Where is Advizr headquartered?

    Advizr is headquartered in New York, NY.

  • What is the size of Advizr?

    Advizr has 27 total employees.

  • What industry is Advizr in?

    Advizr’s primary industry is Financial Software.

  • Is Advizr a private or public company?

    Advizr is a Private company.

  • What is the current valuation of Advizr?

    The current valuation of Advizr is .

  • What is Advizr’s current revenue?

    The current revenue for Advizr is .

  • How much funding has Advizr raised over time?

    Advizr has raised $12.9M.

  • Who are Advizr’s investors?

    Allianz Life Ventures, , , , and are 5 of 12 investors who have invested in Advizr.

  • Who are Advizr’s competitors?

    RightCapital, Advicent Solutions, InvestEdge, InvestCloud, and Ncontracts are some of the 28 competitors of Advizr.

  • When was Advizr acquired?

    Advizr was acquired on 11-Jul-2019.

  • Who acquired Advizr?

    Advizr was acquired by Orion Advisor Solutions.

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