Tech Company Financing Transactions

Advizr Funding Round

Private investors invested in a $1.7 million funding round for Advizr. The financing round was announced on 9/18/2015.

Transaction Overview

Company Name
Announced On
9/18/2015
Transaction Type
Venture Equity
Amount
$1,740,000
Round
Undisclosed
Investors

private investors (Andy Putterman)

private investors (Marty Bicknell)

private investors (Steve Lockshin)

Proceeds Purpose
Proceeds purposes were not disclosed.

Company Information

Company Status
Private & Independent
Industry
FinTech
Mailing Address
36 W 25th St.
New York, NY 10001
USA
Email Address
Overview
Advizr is a sophisticated, easy to use and intuitive Financial Planning Software that allows Financial Advisors to create plans for their clients in minutes.
Profile
Advizr LinkedIn Company Profile
Social Media
Advizr Company Twitter Account
Company News
Advizr News
Facebook
Advizr on Facebook
YouTube
Advizr on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Hussain Zaidi
  Hussain Zaidi LinkedIn Profile  Hussain Zaidi Twitter Account  Hussain Zaidi News  Hussain Zaidi on Facebook
Chief Financial Officer
Chris Mossa
  Chris Mossa LinkedIn Profile  Chris Mossa Twitter Account  Chris Mossa News  Chris Mossa on Facebook
Chief Operating Officer
Mustapha Baassiri
  Mustapha Baassiri LinkedIn Profile  Mustapha Baassiri Twitter Account  Mustapha Baassiri News  Mustapha Baassiri on Facebook
VP - Bus. Development
Jeffrey Monson
  Jeffrey Monson LinkedIn Profile  Jeffrey Monson Twitter Account  Jeffrey Monson News  Jeffrey Monson on Facebook
VP - Engineering
Samer Barada
  Samer Barada LinkedIn Profile  Samer Barada Twitter Account  Samer Barada News  Samer Barada on Facebook
VP - Product Management
Ryan Anderson
  Ryan Anderson LinkedIn Profile  Ryan Anderson Twitter Account  Ryan Anderson News  Ryan Anderson on Facebook


 

 

Browse more venture capital transactions:

Prev: 9/18/2015: Stellar venture capital transaction
Next: 9/18/2015: Fragmob venture capital transaction

 

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Where The Data Comes From

We do our best to report on every notable VC transaction. VC investment data records on this site are sourced from a variety of public sources. The data comes to us via our partnership with VentureDeal.com, an affiliated venture.

 


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