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 42.52%, Workday Adaptive Planning with 29.53%, Planful with 13.07% market share.
Technology | Domains | Market Share (Est.) | Versus page |
---|---|---|---|
RightCapital | 1477 | 42.52% | Advizr vs RightCapital |
Workday Adaptive Planning | 1026 | 29.53% | Advizr vs Workday Adaptive Planning |
Planful | 454 | 13.07% | Advizr vs Planful |
Brixx | 130 | 3.74% | Advizr vs Brixx |
Runway | 86 | 2.48% | Advizr vs Runway |
FinFit | 28 | 0.81% | Advizr vs FinFit |
Paro | 24 | 0.69% | Advizr vs Paro |
Your Money Line | 20 | 0.58% | Advizr vs Your Money Line |
Ramsey SmartDollar | 20 | 0.58% | Advizr vs Ramsey SmartDollar |
Flinks | 17 | 0.49% | Advizr vs Flinks |
Jirav | 17 | 0.49% | Advizr vs Jirav |
iTWO costX | 10 | 0.29% | Advizr vs iTWO costX |
Plannuh | 6 | 0.17% | Advizr vs Plannuh |
Origin Financial | 4 | 0.12% | Advizr vs Origin Financial |
Fast409A | 4 | 0.12% | Advizr vs Fast409A |
Popular Comparisons
The top three of Advizr’s competitors in the Financial Planning category are RightCapital with 42.52%, Workday Adaptive Planning with 29.53%, Planful with 13.07% market share.
Advizr vs RightCapital
Advizr vs Workday Adaptive Planning
Advizr vs Planful
Advizr vs Brixx
Advizr vs Runway
Advizr vs FinFit
Advizr vs Paro
Advizr vs Your Money Line
Around the world in 2024, over 151 companies have started using Advizr as Financial Planning tool.
Customers | Employee Range | City | Region | Country | Social Links |
---|---|---|---|---|---|
Mark G Harrop | 1,000 - 4,999 | Virginia Beach | Virginia | United States | |
Orion Advisor Solutions | 1,000 - 4,999 | Omaha | Nebraska | United States | |
Advent Software | 1,000 - 4,999 | San Francisco | California | United States | |
Orion Advisor Services | 500 - 999 | Omaha | Nebraska | United States | |
Catalina Wealth Partners, LLC | 250 - 499 | Marana | Arizona | United States | |
Orion Portfolio Solutions | 100 - 249 | Hebron | Kentucky | United States | |
Redtail Technology | 100 - 249 | Sacramento | California | United States | |
NXT Phase Financial | 50 - 99 | Jericho | New York | United States | |
Fischman Insurance Group | 50 - 99 | Southfield | Michigan | United States | |
VCM Wealth | 50 - 99 | Collegeville | Pennsylvania | United States |
The top three products and services offering customers that use Advizr for Financial Planning are Financial Planning (23), Retirement Planning (22), Wealth Management (17).
Customers
The majority of Advizr's customers for the financial-planning category fall in the company size of 0 - 9 employees (106 companies), 10 - 19 employees (17 companies), 20 - 49 employees (9 companies).
Employee Size
The top three geographies of Advizr for financial-planning are the United States with 150(99.34%), Pakistan with 1(0.66%) 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, Planful. 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 Planful.
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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