Advyzon
1 known investors
Advyzon offers an all-in-one technology platform for financial advisors and wealth management firms, combining CRM, portfolio management, trading, rebalancing, billing, reporting, and client portals in a single system. It also provides investment management (TAMP) services and enterprise solutions for larger firms.
Investors · 1
Competitors · 4
by search overlapOrion27 shared keywordsOrion is a wealthtech platform for financial advisors, RIAs, broker-dealers, banks, and family offices, combining portfolio accounting, CRM (Redtail), trading, planning, compliance, a client portal, and an enterprise AI layer (Denali AI). It also offers investment solutions including TAMP, OCIO, and custom indexing through its wealth management division.
SmartAsset24 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Altruist19 shared keywordsAltruist is an AI-forward custodian and wealth platform for independent registered investment advisors, handling workflows from client onboarding to reporting on a single system. Founded in 2018, it operates as a broker-dealer with self-clearing capabilities and offers tools including AI-powered tax planning to help advisors run their firms.
Right Capital16 shared keywordsRightCapital provides financial planning software used by financial advisors to build client plans, improve client engagement, and grow their practices. The platform serves financial advisory professionals in the financial planning software category.
Companies competing with Advyzon for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
The Latest In Financial #AdvisorTech (July 2026)kitces.com · Jul 2026Frequently asked questions
- What does Advyzon do?
- Advyzon offers an all-in-one technology platform for financial advisors and wealth management firms, combining CRM, portfolio management, trading, rebalancing, billing, reporting, and client portals in a single system. It also provides investment management (TAMP) services and enterprise solutions for larger firms.
- Who are Advyzon's investors?
- Advyzon's investors include JMI Equity.