May 23, 2017 11:35 AM ET

Software

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.

419 Park Avenue South

2nd Floor

New York, NY 10016

United States

Founded in 2012

Phone:

844-223-8497

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 2016.

Advizr Inc. Key Developments

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

The Leaders Group Inc. announced that it has chosen Advizr as the exclusive financial planning software offered to their financial advisors. Starting December 7, 2016, more than 300 financial advisors with The Leaders Group will have access to Advizr to service their mass affluent and senior clientele. Through the Advizr process, The Leaders Group advisors will be able to serve more clients while saving time with a series of Advizr tools that handle the heavy lifting of planning with features such as self-directed data discovery wizard, smart cash-flow optimizer, and interactive what-ifs/calibration module.

Advizr Inc. Presents at In|Vest 2016 Conference, Jun-16-2016 05:10 PM

Advizr Inc. Presents at In|Vest 2016 Conference, Jun-16-2016 05:10 PM. Venue: New York, New York, United States. Speakers: Hussain Zaidi, Co-Founder and Chief Executive Officer.

XY Planning Network Announces New Partnership with Advizr Inc

XY Planning Network and Advizr are announced a new partnership that brings Advizr’s financial planning software solution to the Network’s Gen X and Gen Y-focused advisors. Under the partnership arrangement, XY Planning Network (XYPN) members will now receive direct access to Advizr’s planning software, included as part of the Network’s technology package for members. The XY planning network will join Advizr's Advisory Board. Through this relationship, Michael and Alan will advise the company on the development of functionality that is most relevant for the next generation of advisors and clients.

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Recent Private Companies Transactions

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Date
Target
No transactions available in the past 12 months.
 

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