Company Email Format Management

Advizr

Financial Services New York, United States 6 employees

Employees: 6
Contacts: 2
Emails: 2

www.orionadvisortech.com LinkedIn Crunchbase

Advizr Overview

Headquarters: New York, United States
Phone Number: Available in AeroLeads
Website: www.orionadvisortech.com
Industry: Financial Services
Employees: 6
Founded: 2013
Funding: 7.0M
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Software and Wealth Management Technology

About Advizr

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.

Advizr Contact Details

People in AeroLeads: 2
With contact data: 2
Email contacts: 2; 100.0% coverage

Advizr Org Chart

Sample employees and titles

Name	Title	Location	Contact
Alexander Cheprasov	Senior QA Engineer at Orion Advisor Tech	Blairstown, New Jersey, United States	Email
Hussain Zaidi	Office Manager at Advizr	New York City Metropolitan Area, United States	Email