# Advizr funding: rounds and investors

> Advizr has raised $8.7M across 2 rounds since 2015. Investors include Franklin Templeton, Fenway Summer Ventures and Franklin Templeton/ SEI.

Source: https://millionrounds.com/company/advizr (Millionrounds; every figure on the page links to its filing or article)

United States · [Series A startup](https://millionrounds.com/companies)

# Who invested in *Advizr*

2 rounds we have observed, with the 4 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Fintech

Funding summary Updated 26 Oct 2026

**$8.7M** raised across 2 rounds since 2015, from 2 sources

**$1.7M** Seed **$7.0M** Series A

- **Latest round:** Series A, $7.0M Jun 2017
- **Step-up i:** 4×
- **Investors:** 4

See who backed them

## The funding story

Each circle is a round, placed by date and sized by amount. The line above is the running total.

2016 2017

**$1.7M** Seed

**$7.0M** Series A

- **First round:** Seed, $1.7M
- **Biggest round:** $7.0M
- **Between rounds:** 21 months

## The rounds

- **Jun 2017** Series A **$7.0M** *4 new* [Franklin Templeton](https://millionrounds.com/fund/franklin-templeton) [Fenway Summer Ventures](https://millionrounds.com/fund/fenway-summer-ventures) Franklin Templeton/ SEI IA Reported by FinSMEs SEC filing: $7.6M sold, first sale May 2017
- **Sept 2015** Seed **$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 Zaidi** Executive Officer, Director i
- **Mustapha Baassiri** Executive Officer, Director i

On the board, as filed i *Alexander Acree* *Aron Miodownik* *John Dowd*

Advisers *Fiduciary Flywheel Methodology* *Release 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.

**Seed** 2015 **Series A** 2017 [Franklin Templeton](https://millionrounds.com/fund/franklin-templeton) [Fenway Summer Ventures](https://millionrounds.com/fund/fenway-summer-ventures) Franklin Templeton/ SEI IA

## Everyone who backed them

[Franklin Templeton](https://millionrounds.com/fund/franklin-templeton) Private equity **1** round

[Fenway Summer Ventures](https://millionrounds.com/fund/fenway-summer-ventures) VC firm **1** round

Franklin Templeton/ SEI no record of our own yet **1** round

IA no record of our own yet **1** round

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=advizr).

## Quick answers about Advizr

### Who invested in Advizr?

Advizr's investors include Franklin Templeton, Fenway Summer Ventures, Franklin Templeton/ SEI and IA.

### 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.

## Companies like Advizr

In the same sector, and raised in the last eighteen months.

[**Kalshi** $2.7B · Oct 2026](https://millionrounds.com/company/kalshi)[**xPay** $1.5M · Oct 2026](https://millionrounds.com/company/xpay)[**Coast** $77M · Oct 2026](https://millionrounds.com/company/coast)[**Whop** $400M · Oct 2026](https://millionrounds.com/company/whop)[**CapitalOS** $52M · Oct 2026](https://millionrounds.com/company/capitalos)[**Gradient** $24M · Oct 2026](https://millionrounds.com/company/gradient)

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