Tech Company Financing Transactions
Advizr Funding Round
Private investors invested in a $7.6 million funding round for Advizr. The financing round was announced on 6/6/2017.
Transaction Overview
Company Name
Announced On
6/6/2017
Transaction Type
Venture Equity
Amount
$7,615,280
Round
Undisclosed
Investors
Proceeds Purpose
Proceeds purposes were not disclosed. 34 investors participated in the offering. The amount may include options, warrants or other securities. Contact technology company for investment details, if applicable. Not an offer or solicitation for the sale of securities or debt. SEC regulatory filing.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
36 W 25th St.
New York, NY 10001
USA
New York, NY 10001
USA
Phone
Website
Email Address
Overview
Advizr is a sophisticated, easy to use and intuitive Financial Planning Software that allows Financial Advisors to create plans for their clients in minutes.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Hussain Zaidi
Chief Financial Officer
Chris Mossa
Chief Operating Officer
Mustapha Baassiri
VP - Bus. Development
Jeffrey Monson
VP - Engineering
Samer Barada
VP - Product Management
Ryan Anderson
Browse more venture capital transactions:
Prev: 6/6/2017: Beanworks venture capital transaction
Next: 6/6/2017: Benefit Mobile venture capital transaction
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Where The Data Comes From
We do our best to report on every notable VC transaction. VC investment data records on this site are sourced from a variety of public sources. The data comes to us via our partnership with VentureDeal.com, an affiliated venture.
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