Advizr Employee Directory

Financial ServicesNew York, United States11-50 Employees

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.

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Advizr Global Highlights

North America
16

United States Of America
16

Oceania
1

Australia
1

Advizr 's Leadership

C. G.
Chief Executive Officer
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M. B.
Vice President Head Of Program Management Financial Wellness - Ms At Work And Digital Solutions
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M. P.
Chairman
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S. K.
Managing Director
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E. R.
Marketing Manager
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H. Z.
Office Manager
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A. C.
Qa Engineer
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B. D.
Advisory Board Member
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Advizr Employee Metrics

100%

50%

0%

2024

2023

Administrative
Business Development
Engineering
Finance
Marketing
Other
Analytics

Contact profiles from Advizr

Name

Title

Contact Info

Location

Last Update

C. G.
Chief Executive Officer
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Email
Oct 16, 2024
M. P.
Chairman
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Email
UNITED STATES
Apr 22, 2024
M. B.
Vice President Head Of Program Management Financial Wellness - Ms At Work And Digital Solutions
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Email
UNITED STATES
Mar 08, 2023
S. K.
Managing Director
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United StatesTexas
Oct 21, 2024
E. R.
Marketing Manager
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Email
Jul 31, 2024
H. Z.
Office Manager
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United StatesNew York
Oct 18, 2024
A. C.
Qa Engineer
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Email
United StatesNew Jersey
Oct 23, 2024
B. D.
Advisory Board Member
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Email
United StatesPennsylvania
Oct 23, 2024
N. H.
Administrative Specialist
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Email
United StatesTexas
May 02, 2024
G. G.
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Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Advizr known for?

Advizr was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 36 W 25th St New York, 10010 US; you can contact the main corporate office by phone at

+1-551-208-****

. Explore Advizr 's company overview page for more information.

What is Advizr 's most common email format?

Advizr employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Advizr email formats with LeadIQ.

How many employees does Advizr have currently?

Advizr has approximately 11 employees as of April 2023. These team members are located across 2 continents, including North AmericaOceania.

Who are Advizr 's key employees and leadership?

As of April 2023, Advizr 's key employees include:

Chief Executive Officer: C. G.
Vice President Head Of Program Management Financial Wellness - Ms At Work And Digital Solutions: M. B.
Chairman: M. P.
Managing Director: S. K.
Marketing Manager: E. R.

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