United States · Who invested in Advizr?
Advizr's investors include Franklin Templeton, Fenway Summer Ventures, Franklin Templeton/ SEI and IA.
20162017
$1.7MSeed$7.0MSeries A
United States · Series A startup
Who invested in Advizr
Funding summaryUpdated 26 Oct 2026
$8.7Mraised across 2 rounds since 2015, from 2 sources
$1.7MSeed$7.0MSeries A
- Latest round
- Series A, $7.0MJun 2017
- Step-upi
- 4×
- Investors
- 4
The funding story
Each circle is a round, placed by date and sized by amount. The line above is the running total.
- First round
- Seed, $1.7M Sept 2015
- Biggest round
- $7.0M Series A · Jun 2017
- Between rounds
- 21 months from the last two
The rounds
- Jun 2017Series A$7.0M4 new
Franklin Templeton
Fenway Summer Ventures- Franklin Templeton/ SEI
- IA
Reported by FinSMEsSEC filing: $7.6M sold, first sale May 2017
- Sept 2015Seed$1.7M
No investor was named in the report.
From a historical funding record
Founders and team
From Advizr's own website and the SEC filings it signed: 2 on the team.
- Hussain ZaidiExecutive Officer, Directori
- Mustapha BaassiriExecutive Officer, Directori
On the board, as filediAlexander AcreeAron MiodownikJohn Dowd
AdvisersFiduciary Flywheel MethodologyRelease Notes
Who was in which round
The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.
Everyone who backed them
Franklin Templeton/ SEIno record of our own yet1round
IAno record of our own yet1round
Missing a round, or an investor who was in one? Tell us.
Quick answers about Advizr
How much has Advizr raised?
Advizr has raised $8.7M across 2 rounds since 2015.
When did Advizr last raise?
Advizr's most recent round was a Series A of $7.0M in Jun 2017.
What was Advizr's biggest round?
Its most recent round, $7.0M in Jun 2017, is also its largest on record.
Who backed Advizr first?
Advizr's first round on record, in Jun 2017, was backed by Franklin Templeton, Fenway Summer Ventures and Franklin Templeton/ SEI and 1 others.
What stage is Advizr at?
Advizr's latest named round is a Series A, in Jun 2017.
Where is Advizr based?
Advizr is based in the United States.
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