DLA Piper represented Advizr, Inc., a New York-based financial planning technology company, in its acquisition by Orion Advisor Services, a portfolio management solution provider for investment advisors.
Advizr creates software that aims to expand consumer and advisor access to high-quality financial planning services in an accessible format. The company's technology enables advisors, financial institutions and employers to engage investors in many different ways, depending on their service model – from highly collaborative to fully investor-led. This versatility is coupled with a client portal that provides investors with a range of dynamic personal financial management capabilities powered by a comprehensive financial planning engine.
The DLA Piper team representing Advizr was led by partner Jeff Lehrer (Northern Virginia) and included partners J.A. Glaccum, Julia Kovacs (both of Washington, DC), Stacy Paz, Nathaniel McKitterick (both of Silicon Valley) and Cathryn Le Regulski (Northern Virginia); managing director Isabel De Obaldia (Northern Virginia); of counsel Sanjay Beri (Northern Virginia); and associates Ryan Selis (Northern Virginia) and Andrew Chan (Silicon Valley).