Financial Planning Tool | Client Portal Tool| Document Management Tool
Advizr is Financial Software created for financial advisors. Intuitive and powerful enough to create an unparalleled experience for you and your clients.
Advent, Riskalyze, Veo TD Ameritrade, Redtail, XY Planning Network, Orion, WealthBox, Schwab OpenView, Quovo, BlueLeaf.
Not publicly disclosed.
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COMPANY ABOUT US:
Advizr was created as a result of the collaboration of 3 passionate entrepreneurs and a small team of very smart and hardworking people. As a client-facing advisor for 12 years, Hussain Zaidi, Advizr’s CEO, came up with the idea of a disruptive financial planning application to assist tens of thousands of financial advisors in providing financial plans to all of their clients. He shared that idea with his co-founders whom he had met at business school and Advizr was born.
Advizr is comprised of a multicultural and multidisciplinary team that strives to create innovative and disruptive fintech products. However, beyond innovation and disruption, the company’s goal is to add value to the industry and more importantly to the consumer. Our commitment to the industry and consumer drives us every day to create products of value for everyone.