Advizr, a New York, NY-based automated financial planning application for advisors serving Gen X and Y clients, closed $1.74M funding.
Investors included Steve Lockshin, Andy Putterman, Marty Bicknell, Ann Kaplan, John Chrin, Aron Miodownick, and Brett Danko.
The company, which has raised $2.6M in funding, intends to use the funds to accelerate its acquisitions of new RIAs and financial institutions.
Led by Hussain Zaidi, Co-founder and CEO, Advizr provides advisors financial planning services to engage customers.
Have a look at how it works here.
FinSMEs
17/09/2015