# Advvyzon

**Source:** https://www.startuphub.ai/startups/advvyzon
**Profile type:** Startup

> CRM for financial advisors.

## About

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.

## Key facts

- **Slug:** advvyzon
- **Website:** https://www.advyzon.com/
- **Location:** Chicago, United States
- **Founded:** 2012-01-01
- **Employees:** 117
- **Operating status:** Active
- **Sectors / tags:** WealthTech, Fintech, CRM Software, Portfolio Management Software, Financial Planning Software, Business Intelligence, Client Relationship Management, Reporting Software, Billing Software, Document Management, Investment Management, Portfolio Management, CRM, Performance Reporting, Client Portal
- **Social:**
  - LinkedIn: https://www.linkedin.com/company/advyzon
  - Twitter: https://x.com/Advyzon

## Frequently asked

### 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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