Advizr was created as a result of the collaboration of passionate entrepreneurs and a small team of very smart and hardworking financial professionals. After 12 years as a client-facing advisor, our Co-Founder and CEO Hussain Zaidi imagined a disruptive financial planning application capable of assisting tens of thousands of financial advisors in providing financial plans to all of their clients. He shared that idea with his co-founders whom he had met at business school and Advizr was born.
Key dates in Advizr history
Advizr was started in New York City.
Advizr financial planning program comes out of development and is launched to the public.
SS&C Advent Black Diamond signs partnership for Advizr to provide simple, elegant solutions to support financial planning and move planning from a back-office function to a client-centric and highly collaborative experience.
Advizr becomes the planning solution for Franklin Templeton’s UHNW RIA Fiduciary Trust.
Franklin Templeton leads prominent group of investors including SEI, IA Capital, and Fenway Summer to invest in Series A round of funding for innovative, growing financial planning technology company Advizr.
Advizr launches WorkPlace program targeting Financial Wellness solutions for advisors and plan sponsors helping to manage retirement plans.
Alight (formerly Aon Hewitt) selects Advizr to pioneer a first hybrid client/advisor offering.
SEI adds Advizr as strategic partner for its premier planning solution.
Advizr announces Advizr WorkPlace and Advizr Accelerate at T3.
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