Advizr is a financial planning solution for financial institutions and independent practitioners.
Current Customer(s)
Market Share (Est.)
Ranking
The top three of Advizr’s competitors in the Financial Planning category are RightCapital with 37.41%, Workday Adaptive Planning with 24.89%, SAP Funds Management with 13.54% market share.
Technology | Domains | Market Share (Est.) | Versus page |
---|---|---|---|
RightCapital | 1580 | 37.41% | Advizr vs RightCapital |
Workday Adaptive Planning | 1051 | 24.89% | Advizr vs Workday Adaptive Planning |
SAP Funds Management | 572 | 13.54% | Advizr vs SAP Funds Management |
Planful | 483 | 11.44% | Advizr vs Planful |
Brixx | 121 | 2.87% | Advizr vs Brixx |
Runway | 68 | 1.61% | Advizr vs Runway |
Jirav | 49 | 1.16% | Advizr vs Jirav |
FinFit | 32 | 0.76% | Advizr vs FinFit |
Your Money Line | 27 | 0.64% | Advizr vs Your Money Line |
Paro | 20 | 0.47% | Advizr vs Paro |
Ramsey SmartDollar | 19 | 0.45% | Advizr vs Ramsey SmartDollar |
Flinks | 18 | 0.43% | Advizr vs Flinks |
Origin Financial | 17 | 0.40% | Advizr vs Origin Financial |
iTWO costX | 9 | 0.21% | Advizr vs iTWO costX |
Fast409A | 4 | 0.09% | Advizr vs Fast409A |
Plannuh | 4 | 0.09% | Advizr vs Plannuh |
Popular Comparisons
The top three of Advizr’s competitors in the Financial Planning category are RightCapital with 37.41%, Workday Adaptive Planning with 24.89%, SAP Funds Management with 13.54% market share.
Advizr vs RightCapital
Advizr vs Workday Adaptive Planning
Advizr vs SAP Funds Management
Advizr vs Planful
Advizr vs Brixx
Advizr vs Runway
Advizr vs Jirav
Advizr vs FinFit
Around the world in 2024, over 149 companies have started using Advizr as Financial Planning tool.
Customers | Employee Range | City | Region | Country | Social Links |
---|---|---|---|---|---|
Orion Advisor Solutions | 1,000 - 4,999 | Minneapolis | Minnesota | United States | |
Advent Software | 1,000 - 4,999 | Alameda | California | United States | |
Mark G Harrop | 1,000 - 4,999 | Virginia Beach | Virginia | United States | |
Orion Advisor Services | 500 - 999 | Sioux City | Iowa | United States | |
Catalina Wealth Partners, LLC | 250 - 499 | Marana | Arizona | United States | |
Redtail Technology | 100 - 249 | Sacramento | Arizona | United States | |
Farwellproject | 100 - 249 | Madison | Wisconsin | United States | |
Orion Portfolio Solutions | 100 - 249 | Erlanger | Kentucky | United States | |
AdvicePeriod | 50 - 99 | Calabasas | California | United States | |
NXT Phase Financial | 50 - 99 | Jericho | New York | United States |
The top three products and services offering customers that use Advizr for Financial Planning are Investment Management (2), Risk Management (2), Wealth Management (2).
Customers
The majority of Advizr's customers for the financial-planning category fall in the company size of 0 - 9 employees (108 companies), 20 - 49 employees (16 companies), 50 - 99 employees (7 companies).
Employee Size
The top three geographies of Advizr for financial-planning are the United States with 148(99.33%), Pakistan with 1(0.67%) customers respectively.
Customers
Find answers to the most often asked questions by users.
Who are the top Advizr competitors?
Advizr’s Top competitors in the financial-planning category are RightCapital, Workday Adaptive Planning, SAP Funds Management. You can view a full list of Advizr competitors here. 6sense uses advanced data mining and AI algorithms to track customers and competitors of Advizr and 40,000 other technologies on the internet. You can also compare Advizr and its feature with top competitors here : Advizr vs RightCapital Advizr vs Workday Adaptive Planning Advizr vs SAP Funds Management.
What is Advizr customer distribution based on company size?
What is Advizr market share in the financial-planning?
What are the top countries that use Advizr?
What are the top industries that use Advizr?
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