What departments does Advyzon have?

Advyzon has employees across 10 departments including Finance, Business Development, Information Technology, Customer Success, Marketing.

What is the largest department at Advyzon?

The largest department at Advyzon is Customer Success with 3 employees.

Where are Advyzon employees located globally?

Advyzon has employees across 3 continents and 4 countries including China, Saudi Arabia, United Kingdom Of Great Britain And Northern Ireland, 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
122

United States Of America
122

Asia
10

China
9
Saudi Arabia
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Advyzon's Leadership

S. Y.
Chief Financial Officer
Mobile Phone
Email
C. R.
Senior Vice President Business Development
Mobile Phone
Email
D. C.
Director Enterprise Services
Mobile Phone
Email
P. Z.
Technical Director
Mobile Phone
Email
B. L.
Senior Client Success Manager
Mobile Phone
Email
V. M.
Senior Product Marketing Manager
Mobile Phone
Email
J. M.
Relationship Manager
Mobile Phone
Email
C. P.
Product Manager
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

S. Y.
Chief Financial Officer
Mobile Phone
Email
Jul 23, 2026
C. R.
Senior Vice President Business Development
Mobile Phone
Email
Oct 22, 2024
D. C.
Director Enterprise Services
Mobile Phone
Email
Jun 26, 2026
P. Z.
Technical Director
Mobile Phone
Email
ChinaShaanxi
Jul 21, 2026
B. L.
Senior Client Success Manager
Mobile Phone
Email
Jul 21, 2026
V. M.
Senior Product Marketing Manager
Mobile Phone
Email
Jun 28, 2026
J. M.
Relationship Manager
Mobile Phone
Email
Jul 21, 2026
C. P.
Product Manager
Mobile Phone
Email
ChinaGuangdong
Nov 11, 2025
K. B.
Relationship Manager
Mobile Phone
Email
Oct 16, 2024
Y. W.
Digital Marketing Associate
Mobile Phone
Email
Thailand
Jun 27, 2026

Frequently Asked Questions

What is Advyzon known for?

Advyzon was founded in 2012 operates in the Financial Services industry. 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 133 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Advyzon's key employees and leadership?

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

Chief Financial Officer: S. Y.
Senior Vice President Business Development: C. R.
Director Enterprise Services: D. C.
Technical Director: P. Z.
Senior Client Success Manager: B. L.

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Advyzon Employee Directory

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