Company profile: Advizr
1.1 - Company Overview
Company description
- Provider of financial planning software enabling profitable, holistic advice through automated advice delivery. Offers Orion Planning for personalized planning that integrates financial goals with investment performance; Orion Advantage Stack to integrate core applications and enhance client presentations; and Orion BeFi Tools that combine financial expertise with psychological principles to support client financial planning.
Products and services
- Orion Advantage Stack: Modular suite integrating core applications to deliver a comprehensive financial overview, enhancing client presentations with aggregated planning data and investment performance context
- Orion BeFi Tools: Behavior-science-informed components that combine financial expertise with psychological principles to support client financial planning, translating behavioral insights into practical planning tools
- Orion Planning: Enterprise-grade platform that engineers tools for personalized financial planning experiences, integrating financial goals with investment performance to architect unified, client-specific plans
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Advizr
Commcise
HQ: United Kingdom
Website
- Description: Provider of integrated cloud-based commission management and Share-of-Wallet reporting solutions for investment managers, brokers, and research providers. Offers automated reconciliation, invoice management, commission targeting, broker voting, and reporting. Products include COMMCISE BUY, SELL, CM and CS for research funding, CSA aggregation, client profitability, interaction management, and CRM and aggregator connectivity.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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FXCubic
HQ: United Kingdom
Website
- Description: Provider of trading technology for brokers, including a Liquidity Engine for MetaTrader and FIX API with low-latency access to multiple liquidity providers and customizable execution, bridging and aggregation tools for competitive price aggregation, RXI real-time risk intelligence, synthetic instruments, scheduled configuration profiles, and platform integrations for seamless connectivity and liquidity distribution.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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BrickVest
HQ: United Kingdom
Website
- Description: Provider of an online real estate investment platform connecting investors and deal sponsors to a wide variety of real asset opportunities in a safe, easy and transparent way. Offers Raise for sponsors to source investment and loan offers, Lend for banks and financial institutions to originate and syndicate debt instruments, and a marketplace for professional investors to invest directly or via funds.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
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Hubly
HQ: Canada
Website
- Description: Provider of workflow and process management solutions for financial advisory firms, enabling tracking of client progress and consistent client experiences. Offers customizable workflow templates, automated task delegation with context and audit-ready records, CRM integrations with Redtail and Wealthbox ensuring secure, up-to-date data, plus tailored onboarding, best-practice training, and ongoing partner support.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Alpha Alternatives
HQ: United States
Website
- Description: Provider of institutional-grade, client-centric fund administration services for alternative fund managers and institutions across a wide array of fund structures and strategies, including accounting, audit assistance, investor and financial reporting services, allowing investment managers to focus on their most important objective.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Alpha Alternatives company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Advizr
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Advizr
2.2 - Growth funds investing in similar companies to Advizr
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4 - Top valuation comps for Advizr
4.2 - Public trading comparable groups for Advizr
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