What departments does Advyzon have?

Advyzon has employees across 14 departments including Finance, Solutions Engineering, Marketing, Sales, Customer Success.

What is the largest department at Advyzon?

The largest department at Advyzon is Sales with 5 employees.

Where are Advyzon employees located globally?

Advyzon has employees across 2 continents and 4 countries including China, Thailand, Saudi Arabia, United States Of America.

How has Advyzon's team size changed over time?

Advyzon's team has grown from approximately 78 to 97 employees based on available data.

Advyzon Employee Directory

Financial ServicesIllinois, United States51-200 Employees

Advyzon is a financial services company headquartered at 935 West Chestnut Chicago, Illinois 60642, United States. It operates a unified wealth management technology platform that uses a single source code to provide a seamless user experience, combining portfolio management, a model marketplace, client reporting, billing, rebalancing, CRM, document storage, and a client portal, along with investment management services. Advyzon Investment Management LLC (AIM) is a registered investment adviser with the U.S. Securities and Exchange Commission and is a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon. Advisory services are provided by AIM, while technology and some administrative support are provided by Advyzon. The company employs 51 to 200 people. In 2026, Citi Wealth formed partnerships with Advyzon entities to deliver a Global Unified Managed Account program for Citi clients.

Advyzon Global Highlights

North America
125

United States Of America
125

Asia
10

China
8
Thailand
1
Saudi Arabia
1

Advyzon's Leadership

S. Y.
Chief Financial Officer
Mobile Phone
Email
S. S.
Chief Marketing Officer
Mobile Phone
Email
C. R.
Vice President Of Client Success
Mobile Phone
Email
K. H.
President, Financial Planning
Mobile Phone
Email
D. G.
President, Enterprise Solutions
Mobile Phone
Email
E. E.
Evp, Enterprise Sales
Mobile Phone
Email
J. W.
Svp Of Human Capital
Mobile Phone
Email
C. R.
Senior Vice President Business Development
Mobile Phone
Email

Advyzon Employee Metrics

100%

50%

0%

2026

2025

Business Development
Customer Success
Sales
Product Management
Operations
Other
Marketing
Banking
Business
Finance

Contact profiles from Advyzon

Name

Title

Contact Info

Location

Last Update

K. H.
President, Financial Planning
Mobile Phone
Email
United StatesVirginia
Jun 07, 2026
D. G.
President, Enterprise Solutions
Mobile Phone
Email
United StatesFlorida
Jun 07, 2026
S. Y.
Chief Financial Officer
Mobile Phone
Email
Apr 05, 2024
S. S.
Chief Marketing Officer
Mobile Phone
Email
United States
Jun 07, 2026
E. E.
Evp, Enterprise Sales
Mobile Phone
Email
United StatesMassachusetts
Jun 07, 2026
C. R.
Vice President Of Client Success
Mobile Phone
Email
United StatesNorth Carolina
Jun 07, 2026
J. W.
Svp Of Human Capital
Mobile Phone
Email
United StatesMichigan
Oct 24, 2025
C. R.
Senior Vice President Business Development
Mobile Phone
Email
Oct 22, 2024
C. H.
Director Of Portfolio Accounting Operations
Mobile Phone
Email
United States
Jan 16, 2026
R. M.
Director, Enterprise Relationships
Mobile Phone
Email
United StatesNorth Carolina
Jun 07, 2026

Frequently Asked Questions

What is Advyzon known for?

Advyzon was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 935 West Chestnut Chicago, Illinois 60642 United States. Explore Advyzon's company overview page for more information.

What is Advyzon's most common email format?

Advyzon employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Advyzon email formats with LeadIQ.

How many employees does Advyzon have currently?

Advyzon has approximately 131 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Advyzon's key employees and leadership?

As of June 2026, Advyzon's key employees include:

Chief Financial Officer: S. Y.
Chief Marketing Officer: S. S.
Vice President Of Client Success: C. R.
President, Financial Planning: K. H.
President, Enterprise Solutions: D. G.

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Advyzon Employee Directory

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