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Advizr

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Financial Planning Software, Reinvented | Advizr

New York City, United StatesFounded 2013Fintech
Valuation $0–100M Latest valuation · 2017
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Advizr and the history behind them.

About Advizr

Orion Advisor Technology provides financial technology solutions specifically designed for financial advisors and institutions. The company offers a comprehensive portfolio management software that helps advisors streamline their operations, allowing them to focus more on client service and less on administrative tasks. Orion's platform is highly customizable, enabling firms to tailor capabilities and workflows to their specific business needs, thereby enhancing productivity and growth. The company serves a diverse range of financial advisors and firms, helping them fulfill their fiduciary responsibilities through innovative technology solutions. Orion's business model revolves around providing subscription-based software services, generating revenue through recurring fees. The company operates in the financial technology market, targeting advisors who seek to improve their operational efficiency and client engagement.

Source: Dealroom company data

At a glance

Founded
2013
Headquarters
New York City, United States
Sector
Fintech

Latest news

Press, funding announcements and product moves mentioning Advizr.

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Investors

4 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed1 investor entered at this stage

  • Fenway Summer Ventures

Series A3 investors entered at this stage

Team profiled 15 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 1 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
1 countries with
team presence
🇺🇸 United States100%
1 country shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Advizr on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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