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Advizr

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.
                                                                                                                               

Find Advizr employees' phone numbers or email addresses

Advizr Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Oceania
1

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  • Australia
    1

Advizr 's Leadership

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

Frequently Asked Questions

What is Advizr known for?

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

What is Advizr 's most common email format?

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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?

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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?

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

  • Vice President Head Of Program Management Financial Wellness - Ms At Work And Digital Solutions: M. B.
  • Managing Director: S. K.
  • Office Manager: H. Z.
  • Qa Engineer: A. C.
  • Administrative Specialist: N. H.

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