Company
Advizr
Also known as Advizr, Inc
- Status
- Acquiredas of 2026-09-19Source (opens in a new tab)
- Business model
- B2B
- Customers
- financial advisers
- Legal name
- Advizr, Inc
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Record updated 29 September 2026
About
Advizr offers financial planning software solutions to help financial advisers better communicate with their clients. Advizr's portal allows financial advisers and their clients to collaborate in real-time while developing income distribution, tax, and retirement planning strategies. In 2019, the company was acquired by Orion Advisor Services.
Funding snapshot
- Total raised
- $7.9MSEC form D sum, as of 2026-09-29Source (opens in a new tab)
- Latest round
- Round, $7.6M2017-05-22
Funding rounds
- Round, 2017
- $7.6M2017-05-22, SEC form D sold, 34 investors
- Round, 2013
- $310K2013-04-24, SEC form D sold, 4 investors
About the company
- Status notes
- In 2019, the company was acquired by Orion Advisor Services.
Exit
- Acquisition
- 2019
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