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Insights

Acquisition Synergy Advizr is now part of Orion Advisor Tech, highlighting a strong cross-sell opportunity into Orion’s broader platform, including planning, CRM, and client experience tools for existing Orion clients.

Client Experience Advizr’s intuitive financial planning engine and sleek client portal can complement advisor workflows to enhance engagement, potentially increasing advisor adoption and client retention for partner firms.

Behavioral Finance BeFi20 and Dr. Daniel Crosby’s behavioral finance capabilities represent a differentiator that can be upsold to advisors seeking to deepen client relationships and improve outcomes.

Tech Stack Fit Integration-friendly tech stack elements such as customizable forms, SEO-friendly content, and dynamic UI components offer easy pathways to embed and co-brand within Orion’s ecosystem.

Mid-Market Opportunity With Orion’s three business lines and recent acquisitions, target mid-market advisory firms seeking scalable planning, CRM, and client engagement solutions that align with growth and consolidation trends.

Similar companies to Advizr

Advizr Tech Stack

Advizr uses 5 technology products and services including Font Awesome, Twemoji, Select2, and more. Explore Advizr's tech stack below.

  • Font Awesome
    Font Scripts
  • Twemoji
    Font Scripts
  • Select2
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Gravity Forms
    Web Platform Extensions

Advizr's Email Address Formats

Advizr uses at least 3 email formats:
Advizr Email FormatsExamplePercentage
First.Last@advizr.comJohn.Doe@advizr.com
71%
First@advizr.comJohn@advizr.com
15%
FirLast@advizr.comJohDoe@advizr.com
14%

Frequently Asked Questions

What is Advizr's phone number?

Minus sign iconPlus sign icon You can contact Advizr's main corporate office by phone at
+1-551-208-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Advizr's official website and social media links?

Minus sign iconPlus sign iconAdvizr's official website is orionadvisortech.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Advizr generate?

Minus sign iconPlus sign icon As of August 2026, Advizr's annual revenue is estimated to be $1M - $10M.

What is Advizr's SIC code and NAICS code?

Minus sign iconPlus sign iconAdvizr's SIC code is 7372 - Prepackaged Software and NAICS code is 52 - Finance and Insurance.

How many employees does Advizr have currently?

Minus sign iconPlus sign iconAs of August 2026, Advizr has approximately 6 employees across 2 continents, including North America and Europe. Key team members include Chief Executive Officer: C. G., Chief Operating Officer: R. L. and Marketing Manager: E. R. Explore Advizr's employee directory with LeadIQ.

What industry does Advizr belong to?

Minus sign iconPlus sign iconAdvizr operates in the Financial Services industry.

What technology does Advizr use?

Minus sign iconPlus sign iconAdvizr's tech stack includes Font Awesome, Twemoji, Select2, Yoast SEO and Gravity Forms.

What is Advizr's email format?

Minus sign iconPlus sign iconAdvizr's email format typically follows the pattern of First.Last@advizr.com. Find more Advizr email formats with LeadIQ.

How much funding has Advizr raised to date?

Minus sign iconPlus sign icon As of August 2026, Advizr has raised $11M in funding. The last funding round occurred on Jun 22, 2017 for $7M.

When was Advizr founded?

Minus sign iconPlus sign iconAdvizr was founded in 2013.
Advizr logo

Advizr

Financial ServicesNew York, United States2-10 Employees

Advizr operates in the financial services sector and is based in New York. Orion Advisor Technology acquired Advizr in July 2019 to elevate the parent company's client experience and financial planning offering. The product is noted for its sleek, intuitive interface that supports engagement with investors across different service models, from collaborative to investor-led. A client portal provides dynamic personal financial management features built on a comprehensive planning engine and supports both goal- and cash-flow-based methodologies to simplify complex planning.
Advizr is part of Orion Advisor Technology following the 2019 acquisition. In February 2023, Orion launched BeFi20, a behavioral finance tool designed to help advisors strengthen client relationships.

Section iconCompany Overview

Phone number
+1-551-208-****
Website
orionadvisortech.com
SIC Code
7372 - Prepackaged Software
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $11M

    Advizr has raised a total of $11M of funding over 5 rounds. Their latest funding round was raised on Jun 22, 2017 in the amount of $7M as a Series A.

  • $1M - $10M

    Advizr's revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Chief Executive Officer at Advizr
    C. G.
    Chief Executive Officer
    Mobile Phone
  • Chief Operating Officer at Advizr
    R. L.
    Chief Operating Officer
    Mobile Phone
  • Marketing Manager at Advizr
    E. R.
    Marketing Manager
    Mobile Phone

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