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Advizr
Financial Planning Software, Reinvented | Advizr
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 dataAt a glance
- Founded
- 2013
- Headquarters
- New York City, United States
- Sector
- Fintech
Latest news
Press, funding announcements and product moves mentioning Advizr.
Investors
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
Franklin Templeton Investments
Foundry
IA Capital Group
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
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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