Advizr
Advizr is a financial planning solution for financial institutions and independent practitioners.
Market Share of Advizr
Current Customer(s)
147
Market Share (Est.)
3.56%
Ranking
#5
Top Competitors and Alternatives of Advizr
The top three of Advizr’s competitors in the Financial Planning category are RightCapital with 36.98%, Workday Adaptive Planning with 25.28%, SAP Funds Management with 13.77% market share.
| Technology | Domains | Market Share (Est.) | Versus page |
|---|---|---|---|
| RightCapital | 1526 | 36.98% | Advizr vs RightCapital |
| Workday Adaptive Planning | 1043 | 25.28% | Advizr vs Workday Adaptive Planning |
| SAP Funds Management | 568 | 13.77% | Advizr vs SAP Funds Management |
| Planful | 455 | 11.03% | Advizr vs Planful |
| Brixx | 127 | 3.08% | Advizr vs Brixx |
| Runway | 68 | 1.65% | Advizr vs Runway |
| Jirav | 42 | 1.02% | Advizr vs Jirav |
| FinFit | 29 | 0.70% | Advizr vs FinFit |
| Your Money Line | 27 | 0.65% | Advizr vs Your Money Line |
| Paro | 23 | 0.56% | Advizr vs Paro |
| Ramsey SmartDollar | 19 | 0.46% | Advizr vs Ramsey SmartDollar |
| Origin Financial | 18 | 0.44% | Advizr vs Origin Financial |
| Flinks | 16 | 0.39% | Advizr vs Flinks |
| iTWO costX | 10 | 0.24% | Advizr vs iTWO costX |
| Fast409A | 4 | 0.10% | Advizr vs Fast409A |
| Plannuh | 4 | 0.10% | Advizr vs Plannuh |
Popular Comparisons
Top Competitors and Alternatives of Advizr
The top three of Advizr’s competitors in the Financial Planning category are RightCapital with 36.98%, Workday Adaptive Planning with 25.28%, SAP Funds Management with 13.77% 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
Customers of Advizr
Around the world in 2024, over 147 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 | |
| Telemus Capital | 50 - 99 | Southfield | Michigan | United States | |
| VCM Wealth | 50 - 99 | Collegeville | Pennsylvania | United States | |
| AdvicePeriod | 50 - 99 | Los Angeles | 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 (22), Retirement Planning (21), Investment Management (16).
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 (104 companies), 10 - 19 employees (16 companies), 20 - 49 employees (8 companies).
Employee Size
Advizr Customers by Geography
The top three geographies of Advizr for financial-planning are the United States with 146(99.32%), Pakistan with 1(0.68%) customers respectively.
Customers
Employees of Advizr
Also see other Products/Services by Advizr in:
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.
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?
Justine Lyon
Senior VP of Sales, Ally
At my previous organization we used Zoominfo and LInkedIn Navigator for contact, Bombora for intent and DiscoverOrg for account info. When I joined Ally where we use 6sense, I found it to be as valuable as all the other tools combined!
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