# PROVIZR

PROVIZR is an Asset Manager based in Ann Arbor, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Ann Arbor, United States
- **Assets under management:** Undisclosed
- **Website:** https://provizr.com
- **LinkedIn:** https://www.linkedin.com/company/provizr

## Regulatory record

- **CRD number:** 284252
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284252

## About

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.

## People

- 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

## 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.

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- [Four Financial Management](https://altss.com/profile/four-financial-management)
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Last updated: 2026-08-11T15:07:49.000Z

Canonical page: https://altss.com/profile/provizr

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