Advizr - Ownership and Business Overview

SoftwareCompany

Advizr Ownership

Who owns Advizr?

Advizr is owned by Orion Advisor Services. It was acquired on July 11, 2019.

Was Advizr formerly PE-backed?

Yes. Advizr was formerly owned by 1 private investor.

Advizr Business Overview

Where is Advizr headquartered?

Advizr is headquartered in New York, New York.

What sector is Advizr in?

Advizr is a software company.

When was Advizr founded?

Advizr was founded in 2013.

Software M&A Summary in 2019

Out of 60 sectors in the Mergr database, software ranked 3 in number of deals in 2019. The largest software acquisition in 2019 was Tableau Software - which was acquired by Salesforce for $15.7B.

Join Mergr to view all 679 acquisitions of software companies in 2019, including 77 acquisitions by private equity firms, and 602 by strategics.

Advizr

36 W 25th Street, 9th Floor,
New York, New York 10010
United States,
(844) 223-8497
www.advizr.com

Advizr is a developer of software that will expand consumer and advisor access to high-quality financial planning services in an accessible format. The powerful, automated, interactive financial planning solution empowers advisors to serve clients in a cost-effective way, regardless of net worth.


Company Summary

SECTOR

Software

Established

2013

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