Insights

Niche Market Expertise Advizrs specializes in customized retirement plan solutions, demonstrating deep expertise in the financial services sector tailored for plan sponsors and participants, which presents an opportunity to provide complementary services such as regulatory compliance tools or advanced plan management solutions.

Growth Potential With revenue estimated between 1 million and 10 million and a small team of fewer than 10 employees, Advizrs shows potential for scalable growth, making it an ideal candidate for growth-oriented partnerships such as technology upgrades, marketing support, or expanded advisory services.

Technology Stack Alignment Utilizing platforms like WordPress, MySQL, and Google Tag Manager indicates an openness to leveraging technology for client engagement and data management, opening opportunities for sales of advanced analytics, client portals, and digital marketing solutions.

Industry Positioning As a boutique consultancy with experienced founders and a focus on unbiased advice, Advizrs may benefit from solutions that enhance client trust and operational efficiency, such as CRM systems or compliance automation, to strengthen its competitive positioning.

Market Expansion Opportunities Operating in a highly regulated and evolving industry, Advizrs could be interested in expanding its service offerings or geographic reach, providing opportunities for sales of compliance software, industry research, or strategic expansion consulting.

Advizrs Tech Stack

Advizrs uses 8 technology products and services including RSS, WordPress, MySQL, and more. Explore Advizrs's tech stack below.

  • RSS
    Content Management System
  • WordPress
    Content Management System
  • MySQL
    Database
  • Twemoji
    Font Scripts
  • Priority Hints
    Performance
  • Flywheel
    Platform As A Service
  • Google Tag Manager
    Tag Management
  • MediaElement.js
    Video Players

Media & News

Advizrs's Email Address Formats

Advizrs uses at least 1 format(s):
Advizrs Email FormatsExamplePercentage
FirstLast@advizrs.comJohnDoe@advizrs.com
67%
FirLast@advizrs.comJohDoe@advizrs.com
33%

Frequently Asked Questions

Where is Advizrs's headquarters located?

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Advizrs's main headquarters is located at 300 First Avenue South Fifth Floor St. Petersburg, Florida 33701 United States. The company has employees across 1 continents, including North America.

What is Advizrs's phone number?

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You can contact Advizrs's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Advizrs's official website and social media links?

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Advizrs's official website is advizrs.com and has social profiles on LinkedIn.

What is Advizrs's NAICS code?

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Advizrs's NAICS code is 52 - Finance and Insurance.

How many employees does Advizrs have currently?

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As of May 2026, Advizrs has approximately 2 employees across 1 continents, including North America. Key team members include Principal And Managing Director, Retirement Consultant: K. C.Director Service Consultant: S. M.. Explore Advizrs's employee directory with LeadIQ.

What industry does Advizrs belong to?

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Advizrs operates in the Financial Services industry.

What technology does Advizrs use?

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Advizrs's tech stack includes RSSWordPressMySQLTwemojiPriority HintsFlywheelGoogle Tag ManagerMediaElement.js.

What is Advizrs's email format?

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Advizrs's email format typically follows the pattern of FirstLast@advizrs.com. Find more Advizrs email formats with LeadIQ.
Advizrs logo

Advizrs

Financial ServicesFlorida, United States2-10 Employees

Advizrs is a financial services firm based in St. Petersburg, Florida, that works with plan sponsors and plan participants to design retirement plans tailored to their needs. The company emphasizes independence and objectivity, drawing on more than three decades of combined experience from its consultants to address plan design, regulatory, and compliance considerations for clients seeking reliable retirement planning solutions. Its service model centers on keeping clients at the core of decision-making, aiming to provide peace of mind in a changing regulatory landscape. Advizrs operates in the retirement plan advisory space and positions itself as an independent consultancy within the broader financial services industry, serving a local client base in the United States with a focus on practical, unbiased guidance. The firm operates from its St. Petersburg location and is described as a small team led by two principal consultants, Kelly Carlson and Shannon McIntosh, who are registered representatives and investment advisor representatives associated with Cambridge entities on a non-affiliated basis.

Section iconCompany Overview

Headquarters
300 First Avenue South Fifth Floor St. Petersburg, Florida 33701 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Advizrs's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Advizrs's revenue is estimated to be in the range of $1M$10M

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