Company Founded: 2013, New York, NY

Product Name:


Launch Date:

November 14, 2014

Questions for Company:

What Does it do?
Streamlining Financial Planning

How will your product or service advance the wealth management experience or industry?
Advizr is placing financial planning at the forefront of wealth management through disruption of the “old school,” labor-intensive planning process. Instead, Advizr “turbo-taxes” the financial planning process, streamlining it while still delivering the essential value of a plan.

What makes it better than all its competitors?

The magic of Advizr is the complexity and sophistication of its back-end made extremely intuitive in the front end. Advizr’s functionality is beginning to rival that of powerful incumbents such as e-Money Advisor and Advicent’s products. And it’s surpassing functionality and ease of use of MoneyGuidePro.

Five word mantra or summary?
Reinventing Financial Planning Software


Hussain Zaidi
Hussain Zaidi
Co-founder & CEO


Hussain Zaidi
Mustapha Baassiri
Jorge Alvarez

Key Customers:


Key Investors:

Fenway Summer Ventures
Steve Lockshin
Anne Kaplan

July 11-12, 2017, New York City


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