May 24, 2018 6:39 PM ET

Software

Company Overview of Advizr Inc.

Company Overview

Advizr Inc. develops financial planning applications. It offers Advizr Express, a tool designed to provide client prospects with a snapshot of their retirement readiness. The company’s tool is compatible with iPad or tablet devices, as well as embedded in the client’s website. Its solutions assist financial advisors in providing financial plans to their clients. 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 2017.

Advizr Inc. Key Developments

Advizr Inc. Presents at In|Vest 2017, Jul-11-2017 10:30 AM

Advizr Inc. Presents at In|Vest 2017, Jul-11-2017 10:30 AM. Venue: New York Marriott Marquis, 1535 Broadway, New York 10036, New York, United States. Speakers: Hussain Zaidi, Co-Founder and Chief Executive Officer.

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.

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