ADVIZR, Inc.

Advizr is a financial planning software that enables investors to create, monitor and collaborate on financial priorities. Read more

Hussain Zaidi's photo - Co-Founder & CEO of ADVIZR, Inc.

Co-Founder & CEO

Hussain Zaidi

CEO Approval Rating

54/100

ADVIZR, INC. TOP COMPETITORS OR ALTERNATIVES

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

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Riskalyze is ADVIZR, Inc.'s #1 competitor. Riskalyze's headquarters is in Auburn, California, and was founded in 2011. Riskalyze competes in the Application Software industry. Riskalyze generates 547% of ADVIZR, Inc.'s revenue.

eMoney is one of ADVIZR, Inc.'s top rivals. eMoney was founded in Radnor, Pennsylvania} in 2000. Like ADVIZR, Inc., eMoney also works within the Internet Software sector. Compared to ADVIZR, Inc., eMoney generates $58.5M more revenue.

myMoneyGuide is one of ADVIZR, Inc.'s top competitors. myMoneyGuide is a Private company that was founded in 1999 in Powhatan, Virginia. myMoneyGuide operates in the Internet Software industry. Compared to ADVIZR, Inc., myMoneyGuide has 7 fewer employees.

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Growth Score - 1/1

Is 60 a good estimate for ADVIZR, Inc.'s Employee count?

ADVIZR, Inc. Acquisitions

No recent acquisitions found related to ADVIZR, Inc.

ADVIZR, Inc. Funding History

Since ADVIZR, Inc. was founded in 2012, it has participated in 3 rounds of funding. In total ADVIZR, Inc. has raised $9.7M. ADVIZR, Inc.'s last funding round was on May 2017 for a total of $7.6M

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Series A
May 2017
$7.6M

Fenway Summer LLC

Seed
Sep 2015
$1.7M
-
Equity
Apr 2013
$310K
-

Since ADVIZR, Inc. was founded in 2012, it has participated in 3 rounds of funding. In total ADVIZR, Inc. has raised $9.7M. ADVIZR, Inc.'s last funding round was on May 2017 for a total of $7.6M

ADVIZR, Inc. Investments

No recent investments found related to ADVIZR, Inc.

ADVIZR, Inc. News

September 18, 20184-traders

WorkPlace Wins Best 401k Technology - WealthManagement.com Industry Awards

(marketscreener.com) Advizr is honored to have been selected as a winner in the category of "401(k) R... See more »
July 13, 2018Wealth Adviser

Fiduciary Trust adds digital financial planning advice powered by Advizr

Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Frankli... See more »
March 29, 2018SpaceGab

Advizr Hires Key Talent from Morgan Stanley

This announcement is a tremendous milestone not only for Advizr, but also represents a turning point ... See more »
March 28, 2018Financial Planning

Morgan Stanley execs join financial planning fintech

The wirehouse hires will aid Advizr's focus on reaching smaller broker-dealers, says chief executive ... See more »
February 9, 2018SpaceGab

SS&C Advent and Advizr Complete New Native Integration for the Black Diamond Wealth Platform

The new integration will now allow Advizr's enhanced planning features and graphics to be displayed w... See more »
June 28, 2017Financial Planning

Investor support flows to adviser software firms

Together, Advizr and Trizic raise nearly $10 million in funding.... See more »
June 28, 2017funding smes

Advizr raises $7M in Series A

Founded in 2013, Advizr develops and provides a financial planning software to automate data discover... See more »

ADVIZR, Inc. Blogs

October 25, 2017Advizr Blog

Get ready for the real acceleration of advisory and client engagement

As a result of the lineup of enterprise and institutional clients Advizr brought on board and partner... See more »
September 28, 2017Advizr Blog

How to Plan for Clients Overspending or with Unrealistic Financial Goals

The nature of a cash flow-based approach to financial planning, even if it is centered around the cli... See more »
September 20, 2017Advizr Blog

Optimizing your financial planning onboarding process

Expert-level financial planning that is intuitive and not a laborious or onerous task. This is core t... See more »
August 30, 2017Advizr Blog

3 Steps for Implementing an Effective Financial Planning Process

The US unemployment rate just hit a 10-year low of 4.3%. All financial services firms are experienc... See more »
August 17, 2017Advizr Blog

Cash flow based or goal based? Where do we go from here?

The financial services industry is infamous for the amount of jargon, lingo, and technical terms that... See more »
August 3, 2017Advizr Blog

Advizr Named a Finalist in the 2017 WealthManagement.com Industry Awards

Innovative technology platform gains prominent industry recognition for significantly expanding its f... See more »

ADVIZR, Inc. Press Releases

December 7, 2016Business Wire

The Leaders Group Selects Advizr as Exclusive Financial Planning Software for Advisers

NEW YORK--(BUSINESS WIRE)--The Leaders Group announces partnership with Advizr, a rising star in the ... See more »
September 11, 2016PR Newswire

SS&C Bolsters the Black Diamond Wealth Platform with Enhanced Reporting and New Partnerships with Riskalyze and Advizr

Powerful Unified Experience Brings Together Best-in-Class Reporting with Financial Planning and Risk ... See more »
June 28, 2016Business Wire

Wealthbox CRM and Advizr Announce Integration

NEW YORK--(BUSINESS WIRE)--Wealthbox CRM, a web-and-mobile CRM service for financial advisors, and Ad... See more »
June 23, 2016Business Wire

Advizr Continues to Add Game-Changing Technology to Its State of the Art Client-Centric Online Planning Platform

NEW YORK--(BUSINESS WIRE)--Advizr Announces Five New Additions to Advizr Financial Planning Platform ... See more »
April 13, 2016Business Wire

Advizr and Riskalyze Integrate

NEW YORK--(BUSINESS WIRE)--Advizr and Riskalyze are integrating their award-winning products to provi... See more »
February 25, 2016Business Wire

XY Planning Network Announces New Partnership with Advizr and Joins the Company's Advisory Board

NEW YORK--(BUSINESS WIRE)--XYPN will make Advizr's financial planning software available to advisors ... See more »

ADVIZR, Inc. Videos

July 17, 2018Advizr Vimeo Channel

"Advizr Intro Video" on VIMEO

The Advizr missionCast: AdvizrTags: financial planning and financial wellness... See more »
October 30, 2017Advizr Youtube Channel

"Advizr Experience" on YOUTUBE

Social Media

ADVIZR, Inc. Headquarters

36 W 25th Street 9th Floor

New York, New York10010

1-844-223-8497

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ADVIZR, Inc. Summary

ABOUT

Overview

Advizr is a financial planning software that enables investors to create, monitor and collaborate on financial priorities. ADVIZR, Inc. was founded in 2012. ADVIZR, Inc.'s headquarters is located in New York, New York, USA 10010. It has raised 9.7M in...

CEO

ADVIZR, Inc.'s Co-Founder & CEO, Hussain Zaidi, currently has an approval rating of 54%. ADVIZR, Inc.'s primary competitors are Riskalyze, eMoney & myMoneyGuide.

Website

advizr.com

Frequently Asked Questions about ADVIZR, Inc.

  1. When was ADVIZR, Inc. founded?

    ADVIZR, Inc. was founded in 2012
  2. Who is ADVIZR, Inc.'s CEO?

    ADVIZR, Inc.'s CEO is Hussain Zaidi
  3. How much revenue does ADVIZR, Inc. generate?

    ADVIZR, Inc. generates $11.5M in revenue
  4. How much funding does ADVIZR, Inc. have?

    ADVIZR, Inc. has historically raised $9.7M in funding
  1. Where is ADVIZR, Inc.'s headquarters?

    ADVIZR, Inc.'s headquarters is in New York New York, USA
  2. How many employees does ADVIZR, Inc. have?

    ADVIZR, Inc. has 60 employees
  3. What sector does ADVIZR, Inc. operate in?

    ADVIZR, Inc. is in Internet Software
  4. Who are ADVIZR, Inc.'s competitors?

    ADVIZR, Inc.'s top competitors are Riskalyze, eMoney, myMoneyGuide