HQ Function

Served as the central hub for product development, software engineering, sales, marketing, customer support, and executive leadership for Advizr's financial planning platform.

Notable Features:

Located in the Flatiron District of Manhattan, an area known for its concentration of tech startups, venture capital firms, and creative agencies, providing a dynamic and inspiring environment.

Work Culture:

As a fintech startup, Advizr likely fostered an agile, innovative, and client-focused work culture. This would typically involve a fast-paced environment, encouraging rapid development cycles, open communication, and a collaborative approach to problem-solving and building its financial planning software.

HQ Significance:

The New York City headquarters was strategically important, placing Advizr at the intersection of the financial services industry and a rich tech talent pool. This proximity facilitated partnerships, client acquisition, and access to investment.

Values Reflected in HQ: The choice of a prominent NYC tech district and a modern office environment likely reflected Advizr's core values of innovation, ambition, technological excellence, and a commitment to transforming financial advisory services.

Location:

Advizr's primary market focus was financial advisors within the United States. While its cloud-based software platform was technically accessible from anywhere with an internet connection, its direct operational presence, including sales, dedicated support, and marketing efforts, were predominantly US-centric. Following its acquisition, the technology integrated into Orion Advisor Solutions contributes to a platform serving a broader, though still largely North American-focused, clientele.

Street Address:

30 West 21st Street, Floor 6

City:

New York

State/Province:

NY

Country:

USA