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August 03, 2015 11:23 PM 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 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.

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