The New York-based company, co-founded by Hussain Zaidi, Mustapha Baassiri, and Jorge Alvarez in 2013, offers an automated financial planning software that includes tools and analytics to provide coaching and support related to investment. Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Advizr's software allows financial institutions and advisors to serve their employee bases and grow their practice, and its client portal provides investors with a range of personal financial management capabilities powered by a comprehensive financial planning engine.