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.

Founded in

United States