See how our intuitive financial planning and client experience technology helps our clients simplify financial advice.
Employees: 11-50
Founded date: 2012
Investors 1
| Date | Name | Website |
| - | IA Capital... | iacapgroup... |
Mentions in press and media 5
| Date | Title | Description |
| 19.03.2021 | The top investment & wealth management firms to pay attention to in 2021 | The fintech industry is moving every year. Throughout 2019, fintech startups globally scooped up $US34.5 ($45) billion in funding. But as more and more fintech companies pour into the space, it can be tough to sift through them and identify... |
| 22.06.2017 | Advizr Raises $7M in Series A Funding | Advizr, a NYC-based financial planning technology platform, raised $7m in Series A funding. The round was led by Franklin Templeton, the investment group includes SEI, IA Capital and Fenway Summer, facilitated by Silver Lane Advisors. The c... |
| 18.09.2015 | Advizr Announces Close of $1.74M Seed Round | NEW YORK, NY, Highly intuitive and automated financial planning application for advisors has raised a total of $1.74M. >> Click here for more funding data on Advizr >> To export Advizr funding data to PDF and Excel, click he... |
| 17.09.2015 | Daily funding roundup - September 17, 2015 | HelloFresh raised $85M; Kyruus landed $25M; Typeform secured $15M Advizr, a highly intuitive and automated financial planning application for advisors serving Gen X and Y clients, announces the close of another financing round and adds indu... |
| 17.09.2015 | Advizr Closes $1.74M Funding Round | Advizr, a New York, NY-based automated financial planning application for advisors serving Gen X and Y clients, closed $1.74M funding. Investors included Steve Lockshin, Andy Putterman, Marty Bicknell, Ann Kaplan, John Chrin, Aron Miodownic... |