Advizr Expands Executive Talent

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Innovative financial planning technology company hires experienced financial planning talent from Money Guide Pro and Learnvest to accelerate growth and expand financial planning capabilities

We are thrilled to bring on such rare industry talent to accelerate our growth, while deepening our platform functionality, content and capabilities.

Advizr, an innovative financial planning technology platform announced today the addition of veteran financial planning executive talent to the firm.

Joining Advizr as President, Chief Revenue Officer is Chad Blythe, former Head of Sales at Money Guide Pro. Blythe brings over a decade of experience in financial planning software to Advizr and will be responsible for driving Advizr’s growth strategy.

Also joining the firm is Rachel Sanborn, the new Director of Financial Planning at Advizr, formerly Head of UAT and SME at Learnvest. Sanborn brings 10 years experience as a practicing financial advisor and is also pursuing a Masters Degree in Financial Planning from Bentley University.

“We are thrilled to bring on such rare industry talent to accelerate our growth, while deepening our platform functionality, content and capabilities,” said Hussain Zaidi, CEO and co-founder of Advizr. “As we look to scale our business in this next chapter, it is critical that each of our executives are passionate about our mission to make financial planning advice available to more end clients. Both Chad and Rachel are a substantial addition to the Advizr team, in that they not only embody this passion, but also have extensive experience and insight to help make this a reality. With the many macro-changes impacting the industry such as new digital competition, changing regulatory requirements and shifting consumer expectations, now more than ever, advisors need comprehensive, yet easy to use financial planning technology to remain primary in their clients’ lives.”

Advizr has recently expanded its core functionality by leveraging its powerful cash flow engine to add new features and capabilities, while maintaining its elegant design interface to drive user adoption. As a result, Advizr has been experiencing rapid growth and strong demand from leading RIAs such as AdvicePeriod and Waldron Private Wealth in addition to enterprise organizations, such as The Leaders Group, which recently selected Advizr as its exclusive financial planning technology for its over 1,000 advisor force.

“The future of financial planning technology is Advizr,” said Blythe. “I look forward to further developing our industry relationships to bring much needed innovation to advisors and their organizations through the Advizr platform.”

By hiring strong talent with domain expertise, the company is reaffirming its commitment to the financial planning practice as it continues to focus on developing the best financial planning software in the industry.

To learn more about the Advizr platform, log onto http://www.advizr.com.

About Advizr

Advizr, based in New York, NY is dedicated to creating software that will expand consumer and advisor access to high-quality financial planning services in an accessible format. The powerful, automated, interactive financial planning solution empowers advisors to serve clients in a cost-effective way, regardless of net worth. To learn more about Advizr, please visit http://www.advizr.com.

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Timothy Welsh
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