advizr

Founded in 2012, Advizr was a B2B financial technology company that developed a robust, client-centric financial planning software platform for financial advisors. The company's mission was to make financial planning more accessible, intuitive, and efficient for both advisors and their clients through goal-based planning, a self-directed client portal, and workflow automation. In July 2019, Advizr was acquired by Orion Advisor Solutions, a leading provider of technology for fiduciary financial advisors. Advizr's technology has since been integrated into Orion's comprehensive wealth management platform, enhancing its financial planning capabilities and continuing to serve registered investment advisers (RIAs).