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Advyzon

Advyzon Employee Directory

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.

Find Advyzon employees' phone numbers or email addresses

Advyzon Global Highlights

Location
Employees

North America
92

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  • United States Of America
    91
  • Canada
    1

Asia
7

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  • China
    7

Advyzon 's Leadership

Advyzon Employee Metrics

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2024
2023
  • Business Development
  • Customer Success
  • Sales
  • Product Management
  • Operations
  • Other

Contact profiles from Advyzon

Name
Title
Contact Info
Location
Last Update

Frequently Asked Questions

What is Advyzon known for?

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

What is Advyzon 's most common email format?

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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?

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Advyzon has approximately 73 employees as of October 2024. These team members are located across 2 continents, including North AmericaAsia.

Who are Advyzon 's key employees and leadership?

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As of October 2024, Advyzon 's key employees include:

  • Chief Executive Officer: H. L.
  • Chief Revenue Officer: J. M.
  • Chief Financial Officer: S. Y.
  • Chief Marketing Officer: S. S.
  • Chief Operating Officer: D. P.

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