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Advizr Closes Large Financing Round
Eliane Chavagnon
18 September 2015
The new funds will allow the company to accelerate its acquisitions of new RIAs and financial institutions that are looking to segment their businesses, the firm said. Advizr has added the following to its investor list and advisory board team: Steve Lockshin, founder of AdvicePeriod and co-founder of Fortigent; Andy Putterman, partner at 1812 Park and previous CEO and co-founder of Fortigent; Marty Bicknell, CEO of Mariner Holdings; Ann Kaplan, a partner at Circle Wealth Management and an early investor and previous chairman of the board of Learnvest; John Chrin, a partner at Circle Wealth Management and early investor at Learnvest; Aron Miodownick, a partner at Cambrian Consulting; and Brett Danko, president at Main Street Financial Solutions and Fenway Summer Ventures.
Advizr, the New York-based automated financial planning application for advisors, has closed a financing round of $1.74 million and added to its advisory board and investor roster.