Advizr
Advizr is a financial planning solution for financial institutions and independent practitioners.
Market Share of Advizr
Current Customer(s)
133
Market Share (Est.)
2.06%
Ranking
#6
Top Competitors and Alternatives of Advizr
The top three of Advizr’s competitors in the Financial Planning category are Drivetrain with 35.36%, RightCapital with 28.22%, Workday Adaptive Planning with 12.62% market share.
| Technology | Domains | Market Share (Est.) | Versus page |
|---|---|---|---|
| Drivetrain | 2287 | 35.36% | Advizr vs Drivetrain |
| RightCapital | 1825 | 28.22% | Advizr vs RightCapital |
| Workday Adaptive Planning | 816 | 12.62% | Advizr vs Workday Adaptive Planning |
| SAP Funds Management | 458 | 7.08% | Advizr vs SAP Funds Management |
| Planful | 308 | 4.76% | Advizr vs Planful |
| Runway Financial | 108 | 1.67% | Advizr vs Runway Financial |
| Runway | 74 | 1.14% | Advizr vs Runway |
| Datarails | 65 | 1.00% | Advizr vs Datarails |
| TIAA | 45 | 0.70% | Advizr vs TIAA |
| Paro | 34 | 0.53% | Advizr vs Paro |
| Your Money Line | 31 | 0.48% | Advizr vs Your Money Line |
| Brixx | 26 | 0.40% | Advizr vs Brixx |
| Finmark | 25 | 0.39% | Advizr vs Finmark |
| Ramsey SmartDollar | 18 | 0.28% | Advizr vs Ramsey SmartDollar |
| Synario | 18 | 0.28% | Advizr vs Synario |
| Exopen | 18 | 0.28% | Advizr vs Exopen |
| Origin Financial | 17 | 0.26% | Advizr vs Origin Financial |
| Flinks | 16 | 0.25% | Advizr vs Flinks |
| A3 Solutions | 13 | 0.20% | Advizr vs A3 Solutions |
| Parametric | 12 | 0.19% | Advizr vs Parametric |
Popular Comparisons
Top Competitors and Alternatives of Advizr
The top three of Advizr’s competitors in the Financial Planning category are Drivetrain with 35.36%, RightCapital with 28.22%, Workday Adaptive Planning with 12.62% market share.
Advizr vs Drivetrain
Advizr vs RightCapital
Advizr vs Workday Adaptive Planning
Advizr vs SAP Funds Management
Advizr vs Planful
Advizr vs Runway Financial
Advizr vs Runway
Advizr vs Datarails
Customers of Advizr
Around the world in 2025, over 133 companies have started using Advizr as Financial Planning tool.
| Customers | Employee Range | City | Region | Country | Social Links |
|---|---|---|---|---|---|
| SS&C Advent | 1,000 - 4,999 | San Francisco | California | United States |     |
| Orion Advisor Solutions | 1,000 - 4,999 | Omaha | Nebraska | United States | |
| Catalina Wealth Partners, LLC | 250 - 499 | Marana | Arizona | United States | |
| E&E Financial Services | 100 - 249 | San Diego | California | United States | |
| FarWell | 100 - 249 | Madison | Wisconsin | United States | |
| Telemus Capital | 50 - 99 | Southfield | Michigan | United States | |
| wealthbuilderinvesting.com | 50 - 99 | Parsippany | New Jersey | United States | |
| Chichester Financial | 50 - 99 | Phoenix | Arizona | United States | |
| Lumiere Financial | 50 - 99 | New York City | New York | United States | |
| Axxcess Wealth Management, LLC | 20 - 49 | Carlsbad | California | United States | |
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Advizr Customers by Products and Services
The top three products and services offering customers that use Advizr for Financial Planning are Financial Planning (24), Retirement Planning (21), Wealth Management (19).
Customers
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Advizr Customers by Employee Size
The majority of Advizr's customers for the financial-planning category fall in the company size of 0 - 9 employees (94 companies), 20 - 49 employees (20 companies), 100 - 249 employees (5 companies).
Employee Size
Advizr Customers by Geography
The top three geographies of Advizr for financial-planning are the United States with 132(99.25%), Pakistan with 1(0.75%) customers respectively.
Customers
Employees of Advizr
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FAQ
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 Drivetrain, RightCapital, Workday Adaptive Planning. 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 Drivetrain Advizr vs RightCapital Advizr vs Workday Adaptive Planning.
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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