Founded in 2012, Advyzon is a financial technology (FinTech) company that offers an integrated, all-in-one software solution for financial advisors. The platform was built by a team with extensive experience in the wealth management industry to simplify and streamline advisor workflows. Its core offerings include customizable performance reporting, client relationship management (CRM), billing, a client portal, and document management, aiming to provide an intuitive user experience while consolidating the technology stack for Registered Investment Advisors (RIAs).

Founded in

United States