What departments does Advizr have?

Advizr has employees across 3 departments including Entrepreneurship, Operations, Marketing.

What is the largest department at Advizr?

The largest department at Advizr is Entrepreneurship 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.

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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
13

United States Of America
13

Advizr's Leadership

C. G.
Chief Executive Officer
Mobile Phone
Email
R. L.
Chief Operating Officer
Mobile Phone
Email
E. R.
Marketing Manager
Mobile Phone
Email

Advizr Employee Metrics

100%

50%

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
R. L.
Chief Operating Officer
Mobile Phone
Email
Oct 22, 2024
E. R.
Marketing Manager
Mobile Phone
Email
Jul 31, 2024

Frequently Asked Questions

What is Advizr known for?

Advizr was founded in 2013 operates in the Financial Services industry; 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 July 2026. These team members are located across 1 continents, including North America.

Who are Advizr's key employees and leadership?

As of July 2026, Advizr's key employees include:

Chief Executive Officer: C. G.
Chief Operating Officer: R. L.
Marketing Manager: E. R.

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Advizr Employee Directory

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