Advizr
Verified Intelorion acquired advizr in july 2019 to elevate its client experience and financial planning offering.
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.
Corporate Firmographics
Entity classification and operating profile
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- 2013
- Employee Bracket
- 11-50
- Estimated Revenue Range
- Undisclosed
Geographic Coordinates
Headquarters address and regional territory
- Street Address
- 36 w 25th st
- City
- New York
- Region / State
- new york
- Postal Code
- 10010
- Country
- United States
Core Competencies & Specialties
Synthesized domain expertise tags
Digital Presence & Footprint
Verified domains, socials, and directory profiles
Frequently Asked Questions
Verified business inquiries and firmographic telemetry for Advizr .