Advyzon Company Profile, Contacts & Intelligence

Financial ServicesChicago, Illinois, United States97 employeesFounded 2012
3 contacts with email or phone data3 with email data3 with phone data
View verified contacts Compare competitors
Employees
97
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts

Advyzon Overview

In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive technology platform. Our unified platform uses single source code to create a seamless user experience. Advyzon is a highly configurable platform that combines portfolio management, a model marketplace, client reporting, billing, rebalancing, CRM, document storage, and a client portal, plus complimentary investment management services, into a single command center, eliminating repetitive data entry, manual workflows, and friction-filled day-to-day experiences. 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. Social Media Disclosure Details: https://engage.advyzon.com/socialmediapolicy

Headquarters
Chicago, Illinois, United States
Website
www.advyzon.com
Industry
Financial Services
Founded
2012
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Portfolio Management CRM Client Web Portal Performance Reporting Client Billing Document Storage Document Storage All-in-One

Advyzon Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 3 with phone data in the visible sample.

Advyzon People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

H
Hailin Li, Ph.d., Cfa
CEO at Yhlsoft, Inc.(dba Advyzon)
EP
B
Brandon List, Mba
Client Success Manager at Advyzon
EP
K
Kartik Srinivasan
President, Advyzon Institutional
EP
D
Dave Goes

Advyzon Workforce Composition

Seniority breakdown across 3 visible profiles.

Executive
2
Manager
1

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