Advizr provides financial planning software that connects progress toward financial goals with investment performance, helping clients achieve their financial objectives.

Advizr

DWP Investment Management provides financial planning, investment management, and business consulting services to help clients achieve long-term wealth management.

DWP Investment Management

Plan A Wealth Management provides wealth management and investment services. The services are designed to help clients eliminate financial stress and align their wealth with their life goals, according to self-described principles.

Plan A Wealth Management

Edelman Financial Engines provides financial planning, wealth management, and investment management services, self-described as helping clients in various financial areas including retirement and tax planning.

Metric
Company Name	Advizr	DWP Investment Management	Plan A Wealth Management	Edelman Financial Engines
Symbol
MSH ID	COM:ADVIZR	COM:DWPIM	COM:PLANAWM	COM:SOUNDMARKWEALTH
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Financial Technology	Financial Services	Financial Advisory	Financial Advisory Services
Country	US	US	US	US
Stage
Employee Count			1
Website	advizr.com	dwpim.com	planawm.com	soundmarkwealth.com
LinkedIn
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:ADVIZR

Advizr

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue