Who are Advisr's investors?

Advisr's investors include Next Frontier Capital.

How much funding has Advisr raised?

Advisr has disclosed $9.9M raised across 2 rounds.

Where is Advisr headquartered?

Advisr is headquartered in New York, US.

Advisr

New York, US · Founded 2017 · Delaware corporation · 1 known investors

Advisr provides a sales operating system that integrates with existing software to automate sales workflows, proposal generation, and revenue intelligence. The platform serves sales organizations seeking to increase efficiency and accelerate deal closure.

Enterprise SoftwareSaaSSales Tech

Founders & leadership

Enrique NagleNamed on SEC filing

Jesse RohlandinNamed on SEC filing

Paul OlliverNamed on SEC filing

Walter McCormackNamed on SEC filing

Peter FernquistNamed on SEC filing

Investors · 1

Next Frontier CapitalBozeman · $2M – $5M

Reported raises · per SEC filings

Form D private placements

$9.9M disclosed across 2 rounds · 2020–2021

▶$5.7MraisedDec 2021 · 9 investors · Other Technology

Rule 506(b)

Officers, directors & promoters on the filing

Peter FernquistDirector
Enrique NagleExecutive Officer, Director
Paul OlliverDirector
Will PriceDirector
Walter McCormackDirector

Offering amount: $5.7M
Amount sold: $5.7M
First sale: Dec 2021
Incorporated: Corporation, Delaware, 2017
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

▶$4.2MraisedOct 2020 · 2 investors · Other Technology

Rule 506(b)

Officers, directors & promoters on the filing

Enrique NagleExecutive Officer, Director
Jesse RohlandExecutive Officer, Director
Paul OlliverDirector
Walter McCormackDirector
Peter FernquistExecutive Officer, Director

Offering amount: $4.2M
Amount sold: $4.2M
First sale: Sep 2020
Incorporated: Corporation, Delaware, 2017
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 1

by search overlap

Orion5 shared keywordsOrion is a wealthtech platform for financial advisors, RIAs, broker-dealers, banks, and family offices, combining portfolio accounting, CRM (Redtail), trading, planning, compliance, a client portal, and an enterprise AI layer (Denali AI). It also offers investment solutions including TAMP, OCIO, and custom indexing through its wealth management division.

Companies competing with Advisr for the same Google search keywords, organic and paid, via search-intersection analysis.

In the news

Advisr Raises $5.2M in Funding - FinSMEsfinsmes.com · Nov 2020

Frequently asked questions

What does Advisr do?: Advisr provides a sales operating system that integrates with existing software to automate sales workflows, proposal generation, and revenue intelligence. The platform serves sales organizations seeking to increase efficiency and accelerate deal closure.
Who are Advisr's investors?: Advisr's investors include Next Frontier Capital.
How much funding has Advisr raised?: Advisr has disclosed $9.9M raised across 2 rounds.
Where is Advisr headquartered?: Advisr is headquartered in New York, US.