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Advizr

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Advizr is a financial planning solution for financial institutions and independent practitioners.

Financial Planning
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Market Share of Advizr

Current Customer(s)

131

Market Share (Est.)

3.53%

Ranking

#5

Top Competitors and Alternatives of Advizr

The top three of Advizr’s competitors in the Financial Planning category are RightCapital with 40.91%, Workday Adaptive Planning with 22.10%, SAP Funds Management with 14.22% market share.

TechnologyDomainsMarket Share (Est.)Versus page
RightCapital151640.91%Advizr vs RightCapital
Workday Adaptive Planning81922.10%Advizr vs Workday Adaptive Planning
SAP Funds Management52714.22%Advizr vs SAP Funds Management
Planful38910.50%Advizr vs Planful
Runway782.10%Advizr vs Runway
TIAA531.43%Advizr vs TIAA
Paro320.86%Advizr vs Paro
Brixx280.76%Advizr vs Brixx
Ramsey SmartDollar220.59%Advizr vs Ramsey SmartDollar
Origin Financial180.49%Advizr vs Origin Financial
Flinks170.46%Advizr vs Flinks
Parametric130.35%Advizr vs Parametric
Jirav120.32%Advizr vs Jirav
FinFit120.32%Advizr vs FinFit
iTWO costX80.22%Advizr vs iTWO costX
Your Money Line70.19%Advizr vs Your Money Line
SMArtX Advisory Solutions70.19%Advizr vs SMArtX Advisory Solutions
Archer70.19%Advizr vs Archer
Plannuh30.08%Advizr vs Plannuh
SAS Capital Planning And Management30.08%Advizr vs SAS Capital Planning And Management
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Popular Comparisons

Top Competitors and Alternatives of Advizr

The top three of Advizr’s competitors in the Financial Planning category are RightCapital with 40.91%, Workday Adaptive Planning with 22.10%, SAP Funds Management with 14.22% market share.

Advizr vs RightCapital

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Advizr vs Workday Adaptive Planning

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Advizr vs SAP Funds Management

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Advizr vs Planful

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Advizr vs Runway

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Advizr vs TIAA

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Advizr vs Paro

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Advizr vs Brixx

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Customers of Advizr

Around the world in 2024, over 114 companies have started using Advizr as Financial Planning tool.

CustomersEmployee RangeCityRegionCountrySocial Links
Franklin Resources, Inc.10,000+San MateoCaliforniaUnited States
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Baker Tilly5,000 - 9,999ChicagoIllinoisUnited States
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SanaSafinaz1,000 - 4,999KarachiSindhPakistan
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SS&C Advent1,000 - 4,999San FranciscoCaliforniaUnited States
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Orion Advisor Solutions1,000 - 4,999OmahaNebraskaUnited States
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Global Leaders Network100 - 249GreenwichConnecticutUnited States
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AdvicePeriod100 - 249Los AngelesCaliforniaUnited States
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E&E Financial Services100 - 249San DiegoCaliforniaUnited States
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FarWell100 - 249MadisonWisconsinUnited States
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Telemus Capital50 - 99SouthfieldMichiganUnited 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 (22), Retirement Planning (20), Wealth Management (18).

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 (81 companies), 20 - 49 employees (19 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 113(99.12%), Pakistan with 1(0.88%) customers respectively.

Customers

Employees of Advizr

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Also see other Products/Services by Advizr in:

Financial Planning

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 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.

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What is Advizr customer distribution based on company size?

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What is Advizr market share in the financial-planning?

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What are the top countries that use Advizr?

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What are the top industries that use Advizr?

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