Company Information

Get to know advizr

Founded in 2013, Advizr aimed to make financial planning more accessible and efficient for financial advisors and their clients through a modern, intuitive, and collaborative software platform. The company's core offering was a comprehensive financial planning solution that included features like goal setting, cash flow analysis, retirement planning, and insurance needs analysis. In July 2019, Advizr was acquired by Orion Advisor Solutions, a prominent provider of wealthtech solutions for fiduciaries. Following the acquisition, Advizr's technology and team were integrated into Orion's platform to enhance its financial planning capabilities, now often referred to as Orion Planning.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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advizr

United States

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.