Advyzon
Financial Services • 
Chicago, Illinois, United States • 101-200 Employees
Company overview
| Headquarters | 935 W. Chestnut, Chicago, IL 60642, US |
| Phone number | +18448290039 |
| Websites | |
| NAICS | 52 |
| SIC | 737 |
| Keywords | Portfolio Management, CRM, Document Storage, Performance Reporting, Client Billing, All-In-One, Client Web Portal |
| Founded | 2012 |
| Employees | 101-200 |
| Socials |
Key Contacts at Advyzon
Chris Holcomb
Director Of Portfolio Accounting Operations
Shannon Smith
Regional Director
Ming Wan
Product Director For Ai And Alternative Data
Ryann Ramos
Product Owner
Eve Hjort
Director Of Client Operations
Bridget Niemeyer
Product Owner
Craig Melton
Director Of Client Services
Lesley Graham
Director Of Onboarding
Lisa Fenstermacher
Director Of Client Services
Peng Zhang
Technical Director
Advyzon Email Formats
Advyzon uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@advyzon.com), used 58.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@advyzon.com | 58.5% |
{first name}.{last name} | john.doe@advyzon.com | 38.5% |
{first initial}{last name} | jdoe@advyzon.com | 1.5% |
{first name} | john@advyzon.com | 1.5% |
About Advyzon
In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive technology platform. Our unified platform uses single source code to create a seamless user experience. Advyzon is a highly configurable platform that combines portfolio management, a model marketplace, client reporting, billing, rebalancing, CRM, document storage, and a client portal, plus complimentary investment management services, into a single command center, eliminating repetitive data entry, manual workflows, and friction-filled day-to-day experiences. Advyzon Investment Management LLC ("AIM") is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon ("Advyzon"). All references to investment advisory services mentioned in any correspondence are provided by AIM, while technology and some administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Social Media Disclosure Details: https://engage.advyzon.com/socialmediapolicy
Advyzon revenue & valuation
| Annual revenue | $4,000,000 |
| Revenue per employee | $38,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $12,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Advyzon has 62 employees across 13 departments.
Departments
Number of employees
Funding Data
Advyzon has never raised funding before.
Advyzon Tech Stack
Discover the technologies and tools that power Advyzon's digital infrastructure, from frameworks to analytics platforms.
PaaS
Live chat
JavaScript libraries
Analytics
Tag managers
Reverse proxies
Security
Marketing automation
Analytics
Video players
Payment processors
Analytics
Germany
France
Portugal
Frequently asked questions
4.8
40,000 users
