Advizr

United States · 4 Employees
Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Advizr, known for its sleek interface and impressively intuitive user experience, enables advisors, financial institutions, and even employers to engage investors in many different ways, depending on their service model — from highly collaborative to fully investor-led. This versatility is powerful, when coupled with a best-in-class client portal that provides investors with a range of dynamic personal financial management capabilities powered by a comprehensive financial planning engine. And with the ability to seamlessly support both goal- and cash-flow-based methodologies, Advizr has made the traditionally complex planning experience simple.

概述

国家 United States
成立时间 2013
总部 New York
电话号码
网站
LinkedIn http://www.linkedin.com/company/advizr
Twitter
Facebook
员工数 4
行业 financial services,
简介 Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Advizr, known for its sleek interface and impressively intuitive user experience, enables advisors, financial institutions, and even employers to engage investors in many different ways, depending on their service model — from highly collaborative to fully investor-led. This versatility is powerful, when coupled with a best-in-class client portal that provides investors with a range of dynamic personal financial management capabilities powered by a comprehensive financial planning engine. And with the ability to seamlessly support both goal- and cash-flow-based methodologies, Advizr has made the traditionally complex planning experience simple.

技术

常见问题

Advizr 在哪里?

Advizr 的总部位于 New York

Advizr 的电话号码是多少?

Advizr 的电话号码是

Advizr 的官方网站是什么?

Advizr 的公司官方网站是

Advizr 是做什么的?

Advizr 的业务有哪些?

financial planning software & wealth management technology

Advizr 的年收入是多少?

Advizr 的收入是 0美元

Advizr 有多少员工?

Advizr 有 4 名员工

Advizr 属于哪个行业?

Advizr 从事以下行业: financial services

Advizr 使用什么技术?

Advizr 使用的一些流行技术包括:

如何联系 Advizr?

Advizr 联系信息: 电话号码:， 网站:， 邮箱：hus***@***.com

Advizr 的社交媒体链接是什么?

Advizr 领英：http://www.linkedin.com/company/advizr,fackbook：,twitte:

Advizr 是一家上市公司吗?

不是

Advizr 的最后一轮融资是什么时候?

Advizr在2017-06-22T00:00:00.000+00:00结束了最后一轮融资,金额达7M$。

谁投资 Advizr?

Advizr 有 3 家投资者,包括 SEI, Franklin Templeton Investments, Fenway Summer Ventures, IA Capital Group、Fenway Summer Ventures、。

管理层

Hussain Zaidi

Office Manager

员工

John Social

Social Media

Ted Ted

Analyst

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