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Insights

Recent Partnership Advzyon recently partnered with LaSalle St., expanding their technology offering to advisors. This partnership could open doors for cross-promotion opportunities and introductions to new clients within the financial services industry.

New State-of-the-Art Platform The launch of a cutting-edge platform and model marketplace by Advzyon, in collaboration with Innovayte, presents a unique sales opportunity for registered investment advisors and wealth managers. Leveraging this innovative solution can help drive sales conversations with advisors looking to enhance their service offerings.

Reputation in Industry Awards Advzyon's consistent recognition in industry awards, such as the 2024 WealthManagement.com Industry Awards, showcases their industry leadership and expertise. This recognition can be leveraged in sales pitches to build credibility and trust with potential clients seeking a proven technology provider.

Strategic Hiring of CMO The appointment of Samantha Schwimmer as Chief Marketing Officer brings valuable expertise to Advzyon's team. Leveraging Schwimmer's experience and network in sales outreach can help in establishing new partnerships, client acquisitions, and brand visibility within the financial services sector.

Asset Allocation White Paper The release of Advzyon's Asset Allocation study and white paper positions them as thought leaders in the industry. This content can be used as a valuable resource in sales conversations to demonstrate expertise, educate clients, and differentiate Advzyon's offerings from competitors.

Similar companies to Advyzon

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 October 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 October 2024, Advyzon has approximately 73 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.

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.

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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