Advvyzon
Advvyzon29About
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View pricing page ↗What does Advvyzon do?
Advyzon provides a comprehensive, all-in-one technology platform for investment firms, integrating CRM, portfolio management, reporting, billing, and client communication. They also offer investment management services through Advyzon Investment Management (AIM) and specialized solutions for enterprise firms and family offices. Advyzon serves financial advisors, aggregators, broker-dealers, bank trusts, and family offices.
What is Advvyzon's revenue?
StartupHub estimates Advvyzon's annual revenue at $20.0M (range $14.6M to $29.7M, 62% confidence), based on comparable companies in the sector.
Where is Advvyzon headquartered?
Advvyzon is headquartered in Chicago, United States.
When was Advvyzon founded?
Advvyzon was founded in 2012.
What industry does Advvyzon operate in?
Advvyzon operates in WealthTech, Fintech, CRM Software, Portfolio Management Software, Financial Planning Software, Business Intelligence.
How many employees does Advvyzon have?
Advvyzon has approximately 117 people on record.
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A platform connecting investors with investment opportunities and portfolio management tools.
An entrant is a company tagged WealthTech whose domain was first registered in the window, counted from registry records in the StartupHub directory. Registry detection runs two to three weeks behind registration, so recent weeks are a floor.
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