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PROVIZR
Provizr is an investment advisory firm solely focused on helping University employees and retirees. It provides active management of University Fidelity and...
PROVIZR
Provizr is an investment advisory firm solely focused on helping University employees and retirees. It provides active management of University Fidelity and TIAA retirement accounts. The firm’s Accredited Investment Fiduciaries develop personalized strategies and execute investment plans for clients.
General information
Firm type
Asset Manager
Location
Country
United States
City
Ann Arbor
Principals
Alan Brilliant
Co-Founder/Principal
David Fransko
Co-Founder/Principal
Michael Kaplan
Co-Founder/Principal
Cassandra Malmquist
Director of Client Relations
Chandler Smith
Financial Analyst
Heather Asteriou
Creative Marketing Director
Frequently asked questions
Who runs investment decisions at PROVIZR?
No named principals or investment professionals have been publicly identified for PROVIZR. The firm does not appear on LinkedIn or maintain a website that lists leadership. Without disclosure, the decision-making structure is unknown.
How does PROVIZR source deal flow?
There is no public information describing PROVIZR's sourcing model. The firm has no known online presence or media coverage detailing its origination strategy.
What investment stages does PROVIZR target?
Stage preferences have not been disclosed. No public documents or reports indicate whether PROVIZR focuses on early-stage, growth, late-stage, direct deals, or fund commitments.
Does PROVIZR participate in fund commitments or only direct deals?
This is not disclosed. There are no verified records of PROVIZR committing to external funds or executing direct investments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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