Company Overview of Advizr Inc.
Advizr Inc. operates as a financial planning software. The company was founded in 2012 and is based in New York, New York.
150 East 18th Street
New York, NY 10003
Founded in 2012
Key Executives for Advizr Inc.
Co-Founder and Chief Executive Officer
Co-Founder and Chief Operating Officer
Co-Founder, Chief Marketing Officer, and Head of Business Intelligence
Compensation as of Fiscal Year 2015.
Advizr Inc. Key Developments
Advizr Announces Executive Appointments
Sep 17 15
Advizr announced the key additions to the investor list and advisory board team: Steve Lockshin, founder of AdvicePeriod and co-founder of Fortigent, Andy Putterman, Partner at 1812 Park, LLC and the previous CEO and co-founder of Fortigent; Marty Bicknell, CEO of Mariner Holdings, the parent company of Mariner Wealth Advisors and Montage Investments, Ann Kaplan, a Partner at Circle Wealth Management and an early investor and previous chairman of the board of Learnvest, John Chrin, a Partner at Circle Wealth Management and early investor at Learnvest, Aron Miodownick, a partner at Cambrian Consulting, Brett Danko, renowned speaker and President of Main Street Financial Solutions and Fenway Summer Ventures, a VC firm focused on fintech.
Advizr Announces Strategic Partnership with Blueleaf
Jan 30 15
Advizr announced a strategic partnership with Blueleaf. Two of the most intuitive and automated tools in the industry are partnering to create a very powerful solution for financial advisors. Together, Advizr's simple but sophisticated financial planning software and Blueleaf's householded data backbone, account aggregation and performance reporting will provide a new level of simplicity and automation in delivering high-quality holistic financial advice. To build an efficient and profitable practice, it is imperative to have the right tools. Consumers are looking not only for capable and trustworthy financial advisors, but also for those advisors who stay at the technological forefront and offer consumer-friendly tools that are easy to use. Advizr and Blueleaf provide advisors with the tools that allow them to serve more and to serve each and every one of their customers in a scalable manner.
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