Advizr Employee Directory

Financial ServicesUnited 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.

Find Advizr employees' phone numbers or email addresses

Advizr Global Highlights

North America
15

United States Of America
15

Advizr's Leadership

C. G.
Chief Executive Officer
Mobile Phone
Email
M. B.
Vice President Head Of Program Management Financial Wellness - Ms At Work And Digital Solutions
Mobile Phone
Email
M. P.
Chairman
Mobile Phone
Email
S. K.
Managing Director
Mobile Phone
Email
E. R.
Marketing Manager
Mobile Phone
Email
B. D.
Advisory Board Member
Mobile Phone
Email
A. C.
Qa Engineer
Mobile Phone
Email
N. H.
Administrative Specialist
Mobile Phone
Email

Advizr Employee Metrics

100%

50%

0%

2025

2024

Administrative
Business Development
Engineering
Finance
Marketing
Other
Analytics
Media & Communications

Contact profiles from Advizr

Name

Title

Contact Info

Location

Last Update

C. G.
Chief Executive Officer
Mobile Phone
Email
Oct 16, 2024
M. P.
Chairman
Mobile Phone
Email
UNITED STATES
Apr 22, 2024
M. B.
Vice President Head Of Program Management Financial Wellness - Ms At Work And Digital Solutions
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
S. K.
Managing Director
Mobile Phone
Email
United StatesTexas
Oct 21, 2024
E. R.
Marketing Manager
Mobile Phone
Email
Jul 31, 2024
B. D.
Advisory Board Member
Mobile Phone
Email
United StatesPennsylvania
Jun 06, 2024
A. C.
Qa Engineer
Mobile Phone
Email
United StatesNew Jersey
Aug 10, 2025
N. H.
Administrative Specialist
Mobile Phone
Email
United StatesTexas
May 02, 2024
G. G.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. F.
Mobile Phone
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 October 2025. These team members are located across 1 continents, including North America.

Who are Advizr's key employees and leadership?

As of October 2025, 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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