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Insights

Strategic Partnerships Advyzon's recent partnership with Innovayte to launch a state-of-the-art platform and model marketplace for RIAs presents opportunities for collaboration and joint business development initiatives with custody and clearing firms in the financial services industry.

Award Recognition Being recognized as a finalist in various industry awards categories showcases Advyzon's commitment to excellence and innovation, providing a strong selling point to potential clients who value award-winning technology and services in the financial advisory sector.

Market Expansion The launch of Advyzon's Asset Allocation study and white paper demonstrates thought leadership and expertise in the asset management space, opening doors for content-driven marketing strategies to attract financial advisors seeking cutting-edge research and insights.

Key Personnel Addition The appointment of Samantha Schwimmer as Chief Marketing Officer brings valuable expertise and leadership to the team, presenting an opportunity to leverage her background in driving marketing strategies to enhance Advyzon's market positioning and brand awareness.

Technology Innovation Advyzon's robust tech stack, including Java, Cloudflare, and Bootstrap, highlights a commitment to cutting-edge technology solutions, offering potential clients a glimpse into the advanced capabilities and user-friendly interfaces that differentiate Advyzon in the competitive financial services software market.

Similar companies to Advyzon

Advyzon Tech Stack

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

  • Linkedin Ads
    Advertising
  • HubSpot Analytics
    Analytics
  • Cloudflare
    Content Management System
  • HubSpot Chat
    Live Chat
  • Java
    Programming Languages
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • 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 $15M.

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 AnalyticsCloudflareHubSpot ChatJavaHSTSBootstrapTwitter.

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$50M

    Advyzon 's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Advyzon 's revenue is in the range of $10M$50M

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