Company Information

Get to know Advyzon

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).

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Advyzon

United States

Founded in

01 Jan 2012 (14 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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--/10

Reviews

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.