Advizr
Advizr is a financial planning solution for financial institutions and independent practitioners.
Market Share of Advizr
Current Customer(s)
128
Market Share (Est.)
1.75%
Ranking
#7
Top Competitors and Alternatives of Advizr
The top three of Advizr’s competitors in the Financial Planning category are Drivetrain with 32.43%, RightCapital with 25.72%, Workday Adaptive Planning with 11.54% market share.
| Technology | Domains | Market Share (Est.) | Versus page |
|---|---|---|---|
| Drivetrain | 2375 | 32.43% | Advizr vs Drivetrain |
| RightCapital | 1884 | 25.72% | Advizr vs RightCapital |
| Workday Adaptive Planning | 845 | 11.54% | Advizr vs Workday Adaptive Planning |
| SAP Funds Management | 444 | 6.06% | Advizr vs SAP Funds Management |
| Planful | 432 | 5.90% | Advizr vs Planful |
| TechnologyOne | 329 | 4.49% | Advizr vs TechnologyOne |
| Runway Financial | 117 | 1.60% | Advizr vs Runway Financial |
| Runway | 84 | 1.15% | Advizr vs Runway |
| Oracle Cloud EPM Narrative Reporting | 68 | 0.93% | Advizr vs Oracle Cloud EPM Narrative Reporting |
| Datarails | 66 | 0.90% | Advizr vs Datarails |
| Agicap | 49 | 0.67% | Advizr vs Agicap |
| TIAA | 48 | 0.66% | Advizr vs TIAA |
| Jirav | 43 | 0.59% | Advizr vs Jirav |
| Your Money Line | 39 | 0.53% | Advizr vs Your Money Line |
| Paro | 30 | 0.41% | Advizr vs Paro |
| Dynac | 27 | 0.37% | Advizr vs Dynac |
| Finmark | 24 | 0.33% | Advizr vs Finmark |
| Brixx | 21 | 0.29% | Advizr vs Brixx |
| Ramsey SmartDollar | 20 | 0.27% | Advizr vs Ramsey SmartDollar |
| Exopen | 18 | 0.25% | Advizr vs Exopen |
Popular Comparisons
Top Competitors and Alternatives of Advizr
The top three of Advizr’s competitors in the Financial Planning category are Drivetrain with 32.43%, RightCapital with 25.72%, Workday Adaptive Planning with 11.54% market share.
Advizr vs Drivetrain
Advizr vs RightCapital
Advizr vs Workday Adaptive Planning
Advizr vs SAP Funds Management
Advizr vs Planful
Advizr vs TechnologyOne
Advizr vs Runway Financial
Advizr vs Runway
Customers of Advizr
Around the world in 2025, over 128 companies have started using Advizr as Financial Planning tool.
| Customers | Employee Range | City | Region | Country | Social Links |
|---|---|---|---|---|---|
| Global Leaders Network | 10,000+ | Greenwich | Connecticut | United States |    |
| Franklin Resources | 10,000+ | San Mateo | California | United States |  |
| Baker Tilly US | 5,000 - 9,999 | Chicago | Illinois | United States | |
| Orion | 1,000 - 4,999 | Omaha | Nebraska | United States | |
| SS&C Advent | 1,000 - 4,999 | San Francisco | California | United States | |
| SanaSafinaz | 1,000 - 4,999 | Karachi | Sindh | Pakistan | |
| FarWell | 100 - 249 | Madison | Wisconsin | United States | |
| Lumiere Financial | 100 - 249 | New York City | New York | United States | |
| JSF Financial | 20 - 49 | Los Angeles | California | United States | |
| Signify Wealth | 20 - 49 | St. Louis | Missouri | 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 (23), Wealth Management (18), Investment Management (17).
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 (91 companies), 20 - 49 employees (22 companies), 10 - 19 employees (6 companies).
Employee Size
Advizr Customers by Geography
The top three geographies of Advizr for financial-planning are the United States with 127(99.22%), Pakistan with 1(0.78%) 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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