Insights

New Platform Launch Recently launched a state-of-the-art platform and model marketplace for RIAs and wealth managers in collaboration with Innovayte, a custody and clearing firm, presenting an opportunity to showcase the innovative technology to potential clients.

Award Recognition Consistent finalist in industry awards, such as WealthManagement.com Industry Awards, demonstrating industry recognition and credibility that can be leveraged to build trust with potential clients.

Key Personnel Addition Appointed Samantha Schwimmer as the Chief Marketing Officer, a strategic move to enhance marketing efforts and potentially attract new clients through targeted and innovative marketing strategies.

Asset Allocation Study Released a comprehensive Asset Allocation study and white paper showcasing expertise and thought leadership in the financial services sector, providing valuable insights that can be used to engage potential clients.

Technology Award Finalist Recognized as a finalist in technology categories like 'Rebalancing' and 'Portfolio Management, Accounting & Performance Reporting' at the Advyzon Conference, highlighting the advanced technological capabilities that can be a selling point for potential clients seeking innovative solutions.

Advyzon Tech Stack

Advyzon uses 8 technology products and services including Linkedin Ads, HubSpot Analytics, Google Call Conversion Tracking, and more. Explore Advyzon 's tech stack below.

  • Linkedin Ads
    Advertising
  • HubSpot Analytics
    Analytics
  • Google Call Conversion Tracking
    Analytics
  • jQuery
    Javascript Libraries
  • Amazon Web Services
    Platform As A Service
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Twitter
    Widgets

Media & News

Advyzon 's Email Address Formats

Advyzon uses at least 1 format(s):
Advyzon Email FormatsExamplePercentage
First.Last@advyzon.comJohn.Doe@advyzon.com
92%
First@advyzon.comJohn@advyzon.com
4%
Fir.Last@advyzon.comJoh.Doe@advyzon.com
3%
First.Middle@advyzon.comJohn.Michael@advyzon.com
1%

Frequently Asked Questions

Where is Advyzon 's headquarters located?

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Advyzon 's main headquarters is located at 935 W. Chestnut Chicago, IL 60642 US. The company has employees across 2 continents, including North AmericaAsia.

What is Advyzon 's official website and social media links?

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Advyzon 's official website is advyzon.com and has social profiles on LinkedIn.

How much revenue does Advyzon generate?

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As of July 2024, Advyzon 's annual revenue reached $3.8M.

What is Advyzon 's NAICS code?

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Advyzon 's NAICS code is 52 - Finance and Insurance.

How many employees does Advyzon have currently?

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As of July 2024, Advyzon has approximately 72 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer: H. L.Chief Revenue Officer: J. M.Chief Financial Officer: S. Y.. Explore Advyzon 's employee directory with LeadIQ.

What industry does Advyzon belong to?

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Advyzon operates in the Financial Services industry.

What technology does Advyzon use?

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Advyzon 's tech stack includes Linkedin AdsHubSpot AnalyticsGoogle Call Conversion TrackingjQueryAmazon Web ServicesHSTSGoogle Tag ManagerTwitter.

What is Advyzon 's email format?

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Advyzon 's email format typically follows the pattern of . Find more Advyzon email formats with LeadIQ.

When was Advyzon founded?

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Advyzon was founded in 2012.
Advyzon

Advyzon

Financial ServicesIllinois, United States51-200 Employees

Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors.  Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based.   The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence.  By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business.  We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on.  Please visit www.advyzon.com to learn more.

Section iconCompany Overview

Headquarters
935 W. Chestnut Chicago, IL 60642 US
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
51-200

Section iconFunding & Financials

  • $10M

    Advyzon 's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Advyzon 's revenue is in the range of $10M

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