Advizr, based in New York, NY, is dedicated to creating software that will expand consumer and advisor access to high-quality financial planning services in an accessible format. The powerful, intuitive, interactive financial planning solution empowers advisors to serve their clients in a cost-effective way, regardless of net worth.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 09/18/15 | $1,740,000 |
Ann Kaplan Aron Miodownick Brett Danko John Chrin Marty Bicknell Steve Lockshin | undisclosed |
