Advyzon

Financial Software · Illinois, United States · 51-200 Employees

View Company Info for Free

Overview

Headquarters

935 W Chestnut St Ste 301, Chicago, Illi...

Phone Number

(844) 829-0039

Website

www.advyzon.com

Revenue

$27.9 Million

Industry

Financial Software Software Customer Engagement Platforms Business Intelligence (BI) Software

About Advyzon

Advyzon is a Chicago, Illinois-based wealth management technology company founded in 2012 by Hailin Li. The company provides a unified, cloud-based platform for financial advisors, wealth management firms, broker-dealers, banks, trusts, and family offices, integrating portfolio management, performance reporting, billing, CRM, trading and rebalancing, document storage, and financial planning. Through its subsidiary Advyzon Investment Management, the company also offers investment solutions and a model marketplace, serving segments ranging from independent RIAs to large enterprise institutions.Explore more
Advyzon's Social MediaSIC Code 73,737NAICS Code 51,513Show more

Advyzon Org Chart

PhoneEmail
JM
United States flag for contact location.
John Mackowiak

Chief Revenue Officer

PhoneEmail
Shane Young, Chief Financial Officer at Advyzon
United States flag for contact location.
Shane Young

Chief Financial Officer

PhoneEmail
Samantha Schwimmer, Chief Marketing Officer at Advyzon
United States flag for contact location.
Samantha Schwimmer

Chief Marketing Officer

PhoneEmail
KS
United States flag for contact location.
Kartik Srinivasan

President, Advyzon Institutional

PhoneEmail
DG
United States flag for contact location.
David Goes

President, Enterprise Solutions

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.
MN
United States flag for contact location.
Mark Netjes

Executive VP, Enterprise Sales & Solutions

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
EE
United States flag for contact location.
Eric Esfahanian

Executive VP, Enterprise Sales

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
BA
United States flag for contact location.
Bradley Andreatta

Executive Vice President & Enterprise Bank We...

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.
Show More

Compare Similar Companies to Advyzon

Compare insights from companies similar to Advyzon, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advyzon

$27.9M
51-200
Private
-
2012
JM
John MackowiakChief Revenue Officer
Dynamic Wealth Solutions
$5M
1-10
Private
-
2014
Timothy Hooker, Co-Founder & Manager, Private Wealth at Dynamic Wealth Solutions
Timothy HookerCo-Founder & Manager, Private Wealth
FinFolio
<$5M
11-50
Private
<$5M
2010
MA
Matthew AbarCEO
Capital Fiduciary Advisor...
<$5M
11-50
Private
-
2021
EW
Elizabeth WainwrightSenior Wealth Advisor
Polaris Private Wealth
<$5M
1-10
Private
-
2022
Michael Sharber, Manager Partner, Wealth Advisor at Polaris Private Wealth
Michael SharberManager Partner, Wealth Advisor
Simplicity Solutions
<$5M
11-50
Private
-
-
N/A
Illustration of an envelope

Advyzon Tech Stack

A closer look at the technologies used by Advyzon

Confluence

By

Atlassian
Microsoft 365

By

Microsoft
Sectigo

By

Sectigo
The USERTRUST Network

By

Comodo Cybersecurity
See more technologies

Top Financial Software Companies

Top companies in Canada by revenue

WorldClean-Co2
Univeris
Peloton Technologies
Safarifone
Compafact
View Full List

Top companies in Australia by revenue

Webtron
BizFile
Alist Real Estate
Real Software
Moroku
View Full List

Top companies in New Zealand by revenue

Photo Toolbox
Nomos One
Patterning Technologies
Capital Trust Group
Te Mata
View Full List
See more top companies

Frequently Asked Questions Regarding Advyzon

What is Advyzon's official website?
Advyzon's official website is www.advyzon.com What is Advyzon's Revenue?
Advyzon's revenue is $27.9 Million What is Advyzon's SIC code?
Advyzon's SIC: 73,737 What is Advyzon's NAICS code?
Advyzon's NAICS: 51,513 How many employees does Advyzon have?
Advyzon has 51-200 employees What industry does Advyzon belong to?
Advyzon is in the industry of: Financial Software, Software, Customer Engagement Platforms What is Advyzon competition?
Advyzon top competitors include: Simplicity Solutions, FinFolio, Dynamic Wealth Solutions, Polaris Private Wealth What technology does Advyzon use?
Some of the popular technologies that Advyzon uses are: Confluence, Microsoft 365, Sectigo, The USERTRUST Network Who is the CFO of Advyzon?
Advyzon's CFO is Shane Young How do I contact Advyzon?
Advyzon contact info: Phone number: (844) 829-0039 Website: www.advyzon.com What does Advyzon do?

Advyzon is a Chicago, Illinois-based wealth management technology company founded in 2012 by Hailin Li. The company provides a unified, cloud-based platform for financial advisors, wealth management firms, broker-dealers, banks, trusts, and family offices, integrating portfolio management, performance reporting, billing, CRM, trading and rebalancin... g, document storage, and financial planning. Through its subsidiary Advyzon Investment Management, the company also offers investment solutions and a model marketplace, serving segments ranging from independent RIAs to large enterprise institutions.Read More

 What are Advyzon social media links?
Advyzon Linkedin page Is Advyzon a public company?
Advyzon is private company therefore does not currently have an official ticker symbol
See more information about Advyzon

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.

Test Drive ZoomInfo's Directories

Browse Directories

Most Searched Industries

Construction Law Firms & Legal Services Business Services Finance Manufacturing Agriculture Software Accounting & Accounting Services Retail Healthcare Energy, Utilities & Waste Treatment Telecommunications Transportation Real Estate
People SearchCompany Search