Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

October 10, 2015 6:00 AM ET


Company Overview of Advizr Inc.

Company Overview

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

Apartment 6H

New York, NY 10003

United States

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

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

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.

Similar Private Companies By Industry

Company Name Region
Financial Tracking Technologies, LLC United States
Connexa Softools, Inc. United States
Cavulus MedicareCRM United States
SPEAK MODalities, LLC United States
Metastorm Limited United States

Recent Private Companies Transactions

Private Placement
September 17, 2015

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Advizr Inc., please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at