Advizr Overview
- Year Founded
-
2012

- Status
-
Acquired/Merged
- Employees
-
27

- 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.comCorporate Office
- 36 West 25th Street
- 9th Floor
- New York, NY 10010
- United States
Corporate Office
- 36 West 25th Street
- 9th Floor
- New York, NY 10010
- United States
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 |
Advizr Cap Table
Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
---|---|---|---|---|---|---|---|---|
Series A | ||||||||
Seed |
Advizr Comparisons
Industry
Financing
Details
Advizr Competitors (26)
One of Advizr’s 26 competitors is Questis, a Venture Capital-Backed company based in Englewood, NJ.
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
Questis | Venture Capital-Backed | Englewood, NJ | ||||
Advicent Solutions | Private Equity-Backed | Milwaukee, WI | ||||
nCino | Formerly VC-backed | Wilmington, NC | ||||
Kinetix Trading Solutions | Corporation | Princeton, NJ | ||||
WealthTrace | Corporation | Boulder, CO |
Advizr Signals
Advizr Former Investors (13)
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
---|---|---|---|---|
Allianz Life Ventures | Corporate Venture Capital | |||
Andrew Putterman | Angel (individual) | Minority | ||
Ann Kaplan | Angel (individual) | Minority | ||
Aron Miodownick | Angel (individual) | Minority | ||
Brett Danko | Angel (individual) | Minority |
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, Andrew Putterman, Ann Kaplan, Aron Miodownick, and Brett Danko are 5 of 13 investors who have invested in Advizr.
-
Who are Advizr’s competitors?
Questis, Advicent Solutions, nCino, Kinetix Trading Solutions, and WealthTrace are some of the 26 competitors of Advizr.
-
When was Advizr acquired?
Advizr was acquired on 11-Jul-2019.
-
Who acquired Advizr?
Advizr was acquired by Orion Advisor Solutions.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »