Advyzon
1 known investors
Advyzon is an all-in-one wealth management platform that provides integrated CRM, portfolio management, trading, reporting, and client communication tools for financial advisors. The company serves independent and enterprise financial advisory firms.
Enterprise SoftwareFintechSaaS
Investors · 1
In the news
- The Latest In Financial #AdvisorTech (July 2026)kitces.com · 2026
- Advyzon Investment Management Introduces First Manager-Traded Strategies with Schwab Asset Managementfinance.yahoo.com · 2026
- The Latest In Financial #AdvisorTech (November 2025)kitces.com · 2025
- Advyzon Expands Its All-In-One Platform With Financial Planning, Adding Kevin Hughes to Head Efforts and Tony Leal as a Strategic Advisorfinance.yahoo.com · 2025
- Advyzon Announces Partnership with iCapital® to Enhance Alts Capabilities and Reporting for Financial Advisors and Family Offices - iCapitalicapital.com · 2024
- Advyzon Announces New Custody and Retail Investment Infrastructure Integration with Apex Advisor Solutionsbusinesswire.com · 2024