Key facts
- Advizr’s last known valuation is $50.0M.
- It has raised $7.9M across 2 recorded rounds; the latest was Early Stage VC ($7.6M) in May 2017.
- Advizr has filed 2 Form Ds with the SEC since 2013, most recently Jun 2017 ($7.6M sold to 34 investors).
- Status: Acquired/Merged.
- ·Post-money valuations for all 2 rounds
- ·Watchlist + deal alerts for Advizr
Funding rounds
2 roundsAbout Advizr
Developer of an automated financial planning software intended to empower financial institutions to provide holistic advice to clients. The company's software includes financial planning tools and analytics to provide coaching and support related to investment, enabling financial institutions and advisors to serve their employee bases and grow their practice.
- Sector
- Information Technology
- HQ
- New York, NY, United States
- Employees
- 27
- Website
- advizr.com/
- Ownership
- Acquired/Merged
Advizr doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Advizr shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Advizr in its N-PORT filings yet. We sweep new filings monthly.