Advyzon

General Information

Company Name

Advyzon

Founded Year

2012

Location (Offices)

Chicago, United States +1

Founders / Decision Makers

Number of Employees

Industries

Financial Services

Funding Stage

Social Media

Advyzon - Company Profile

Advyzon is a Chicago-based financial technology startup founded in 2012 by a team of experienced entrepreneurs. Positioned as an all-in-one technology solution for financial advisors, Advyzon offers a 100% cloud-based integrated platform encompassing performance reporting, billing, CRM, client web portals, document storage, and business intelligence, aimed at streamlining operational processes. It prides itself on its innovative and user-friendly technology, underpinned by exceptional client service. Additionally, the company operates Advyzon Investment Management LLC ("AIM"), a registered investment adviser providing services to financial advisers for managing assets. With a focus on delivering comprehensive technology solutions paired with top-notch client service, Advyzon stands as a prominent player in the Financial Services industry. For further details, visit www.advyzon.com.

Social Media Disclosure Details: https://engage.advyzon.com/socialmediapolicy.

Taxonomy: investment management, cloud-based solutions, performance reporting, client relationship management, business intelligence, financial advisory services, portfolio management, client web portal, document storage, client billing, registered investment adviser, advisory services