What departments does Advizr have?

Advizr has employees across 3 departments including Program & Project Management, Marketing, Engineering.

What is the largest department at Advizr?

The largest department at Advizr is Program & Project Management with 1 employees.

Where are Advizr employees located globally?

Advizr has employees across 1 continents and 1 countries including United States Of America.

How has Advizr's team size changed over time?

Advizr's team has decreased from approximately 9 to 2 employees based on available data.

Advizr Employee Directory

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.

Advizr Global Highlights

North America
14

United States Of America
14

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
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
G. G.
Mobile Phone
Email

Advizr Employee Metrics

100%

50%

0%

2026

2025

Administrative
Business Development
Engineering
Finance
Marketing
Other
Analytics
Media & Communications
Business
Entrepreneurship
Quality Assurance
Accounting
Consultant
Arts & Design

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
E. R.
Marketing Manager
Mobile Phone
Email
Jul 31, 2024
B. D.
Advisory Board Member
Mobile Phone
Email
United StatesPennsylvania
Apr 29, 2024
A. C.
Qa Engineer
Mobile Phone
Email
United StatesNew Jersey
Feb 18, 2026
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 West 25th Street New York, New York 10010 United States; 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 6 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Advizr's key employees and leadership?

As of April 2026, 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.
Marketing Manager: E. R.
Advisory Board Member: B. D.

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Advizr Employee Directory

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