Our Story

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.

Advizr Milestones

Key dates in Advizr history

new york city based Advizr
Fall

2012

Advizr was started in New York City.

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Fall

2014

Advizr financial planning program comes out of development and is launched to the public.

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Fall

2015

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.

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Spring

2018

Advizr becomes the planning solution for Franklin Templeton’s UHNW RIA Fiduciary Trust.

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Spring

2017

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.

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Winter

2017

Advizr launches WorkPlace program targeting Financial Wellness solutions for advisors and plan sponsors helping to manage retirement plans.

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Summer

2017

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.

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Fall

2017

Advizr announces Advizr WorkPlace and Advizr Accelerate at T3.

Investors

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Our Board of Directors and Observers

 

Aron Miodownik

Aron Miodownik

Cambrian Associates
John Dowd

John Dowd

Fiduciary Trust
Matt Perlman

Matt Perleman

IA Capital Group
HussainZ

Hussain Zaidi

Advizr, Inc.
Mustapha

Mustapha Baasiri

Advizr, Inc.
Todd Lee

Todd Lee

Western & Southern
Wayne Withrow

Wayne Withrow

SEI
E Reitan

Emily Reitan

Allianz
Alex Acree

Alex Acree

Fenway Summer

Want to join the Advizr Team?

Does our mission inspire you? Do you want to help chart yourself a career that creates change and impacts the lives of others in a meaningful way? Take a look at the roles that we have available.

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