Advyzon
- Company typePrivate
- Founded2012
- HeadquartersChicago, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
Advyzon firmographics
Firmographics- Name
- Advyzon
- Legal name
- yHLsoft, Inc.
- Website
- https://advyzon.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Advyzon industry classification
Industry- Product category
- Wealth Management Technology
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- OCIO & Multi-Asset Outsourced Portfolio Management (FSAAAJAF), Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)
Keywords
Where Advyzon is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Advyzon business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- SaaS Platform Subscription (AUM-based billing): Platform subscription fees for Advyzon's all-in-one technology, with billing integrated directly into the platform. Advisory firms pay based on assets under management, aligning vendor incentives with firm growth.
- TAMP / Investment Management Fees (AIM): Advyzon Investment Management (AIM) generates revenue through turnkey asset management program fees, including UMA/SMA management, model marketplace (Nucleus), outsourced CIO services, and partnered trading. Advisors access AIM models and third-party strategists through the platform.
- Marketplace / Model Distribution Fees: Nucleus model marketplace provides access to hundreds of third-party investment models from strategists (Global X, Washington Crossing Advisors, T. Rowe Price, KKM, Fidelity, Dimensional, Capital Group). Platform likely earns distribution or integration fees from model strategists on the marketplace.
- Enterprise Solutions Licensing: Enterprise-tier platform licensing for aggregators, broker-dealers, bank trusts, and wirehouses with modular, configurable architecture. Multi-currency and multi-jurisdictional capabilities for global institutions like Citi.
- Professional / Managed Services (Alts, OCIO): Managed services including Alts Data Management (end-to-end alternative investment data service) and Outsourced CIO services generate fees for implementation, ongoing data management, and portfolio oversight.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Advyzon Core for RIAs |
| Subscription | Annual | Advyzon Enterprise Solutions |
| Subscription | Annual | Advyzon Investment Management (AIM) — TAMP |
| Subscription | Annual | Sphere Platform |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
Advyzon product offering
Product offeringCore offering
Advyzon builds and sells a unified, all-in-one wealth management technology platform on a single codebase for investment advisors, RIAs, and enterprise financial firms. The platform integrates CRM, portfolio management, billing, rebalancing, document management, client portal, financial planning, and AI within one system. Adjacent offerings include Advyzon Investment Management (AIM), a turnkey asset management program with model marketplace and direct indexing, and Advyzon Enterprise Solutions for large institutions.
Product overview
Advyzon is a unified wealth management technology company offering three distinct platforms: Advyzon Platform for RIAs, Advyzon Investment Management (AIM) as a TAMP for institutional-quality investment management, and Advyzon Enterprise Solutions for larger institutions. The core Advyzon Platform integrates CRM, portfolio management, trading/rebalancing (Quantum), billing, document management, client portal, and Financial Planning within a single codebase and data model. AIM extends the platform with managed portfolios, Nucleus model marketplace, tax optimization, direct indexing, partnered trading, outsourced CIO services, and the Sphere platform. Enterprise Solutions provides modular, configurable architecture for aggregators, broker-dealers, banks, and wirehouses with multi-currency support. Auria serves family offices and UHNW clients. Advyzon AI delivers native embedded intelligence across all offerings following an 'All-in AI' operating model, differentiating from competitors by building entirely internally rather than through acquisitions.
Differentiator
Problem solved
Functional benefit
Brands
- Advyzon Investment Management (AIM): A turnkey asset management platform providing investment solutions, trading, rebalancing, model marketplace, outsourced CIO services, and portfolio management for RIAs and advisors.
- Advyzon Enterprise Solutions
- Auria
- Advyzon AI
- Quantum
Products and services
- Advyzon Platform Unified wealth management technology platform for financial advisors and RIAs offering integrated CRM, portfolio management, trading, rebalancing, billing, document management, client portal, and reporting within a single system built on one codebase and data model.
- Advyzon AI Native AI intelligence system built into the unified platform following an 'All-in AI' model with shared architecture and data, delivering context-native intelligence across client intelligence, meeting preparation, document processing, planning support, and workflow orchestration.
- Advyzon Investment Management (AIM) Comprehensive investment suite integrated within the Advyzon ecosystem, providing institutional-quality investment management for advisors as a turnkey asset management platform (TAMP) with UMA, SMA, model marketplace, direct indexing, tax optimization, and outsourced CIO services.
- Advyzon Enterprise Solutions Modular, unified platform built for aggregators, broker-dealers, banks, and wirehouses to scale globally, unifying billing, reporting, investment management, and CRM on a single data foundation with multi-currency support and configurable architecture.
- Auria Family wealth management platform for ultra-high-net-worth clients and family offices, handling complex wealth modeling, intricate ownership structures, alternatives end-to-end tracking, and multigenerational household consolidation.
- Alts With Advyzon Data Management End-to-end managed service for alternative investment data covering private equity, venture capital, hedge funds, and real estate, including AI-driven data extraction from documents, human verification, automated workflows, and seamless portfolio reporting.
- Quantum Rebalancer Built-in trading and rebalancing platform providing nine rebalancing methods including tax-aware strategies, trade-to-target, and tactical security swaps, with multi-custodial trading, block trading, and FIX protocol integration.
- Nucleus Model Marketplace Investment model marketplace offering access to hundreds of third-party stock, ETF, mutual fund, and fixed income SMA managers, enabling UMA and SMA structures with centralized oversight, diversification, risk management, and tax efficiency.
Quantifiable outcome
- 95% of clients are extremely satisfied with the latest product enhancements, releases, and features rolled out
- +6 more outcomes
Companies that use Advyzon
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
Advyzon technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability9 records
Feature10 records
Advyzon partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered flagship and core.
- Citi Wealth (Citigroup)flagshipAdvyzon Enterprise Solutions and Advyzon Investment Management (AIM) selected by Citi Wealth to deliver a Global Unified Managed Account (UMA) program across North America, Latin America, EMEA, and APAC. The program integrates Advyzon's AI-enabled Turnkey Asset Management Program platform with Citi Portfolio Solutions powered by BlackRock, consolidating ETFs, mutual funds, separately managed accounts, and alternative investments into a single multi-currency, multi-jurisdictional platform. Initial rollout expected in Q4 2026. Advyzon was selected following a thorough and competitive search, cited as a key differentiator for Citi's wealth management expansion strategy.
- T3 / Inside InformationcoreT3/Inside Information conducts one of the industry's most respected annual advisor technology surveys. Advyzon has been named the Best All-In-One Software Solution for nine consecutive years through this survey, making it a foundational credibility and brand partnership for Advyzon's market positioning.
- Charles Schwab (Wasmer Schroeder)coreAdvyzon added Schwab-managed bond strategies — specifically the Wasmer Schroeder bond lineups and model portfolios — to its Nucleus marketplace platform for RIAs. The partnership enables Advyzon's TAMP clients to access Schwab's fixed income offerings. Described as a strategic distribution expansion for Schwab and a product expansion for Advyzon's RIA client base.
- Andes RiskcoreAdvyzon and Andes Risk partnered to incorporate Andes Risk's risk analytics and behavioral finance tools directly into the Advyzon platform. Enhanced features were expected to be available in 2026. Helen Yang, founder of Andes Risk, joined Advyzon as Executive Vice President to lead this integration, focusing on behavioral finance and risk assessment capabilities for advisors.
- Wealth.comcoreWealth.com became the first estate planning platform to integrate with Advyzon and Auria, enabling advisors to access estate planning capabilities directly within their existing tech stack. The integration is offered at no additional cost and was available in beta with select firms at announcement, with broader availability expected later in Q4 2025. Advances Advyzon's vision of a unified, connected platform experience across all aspects of the advisory business.
- Apex Fintech SolutionscoreExpanded strategic partnership integrates Apex's straight-through processing capabilities with AIM's Nucleus model marketplace and rebalancing solutions. The integration enables advisors to reduce administrative burdens through automated workflows, combining Apex's custody and processing infrastructure with AIM's investment management platform. Builds on the initial collaboration announced in February 2024, reflecting both companies' commitment to wealth management technology innovation.
- Kitces AdvisorTech Research (Michael Kitces)coreKitces AdvisorTech Research Report provides benchmark satisfaction and value ratings for advisor technology vendors. Advyzon swept the 2025 rankings with #1 in five categories (CRM, portfolio management, performance reporting, client portals, file sharing), outpacing legacy category leaders. Kitces Research is a key third-party validation of Advyzon's platform quality.
- Nucleus Third-Party Investment Managers (Global X, Washington Crossing Advisors, T. Rowe Price, KKM, Fidelity, Dimensional Fund Advisors, Capital Group)coreNucleus model marketplace provides access to hundreds of investment models from specialized third-party managers: Global X (ETF provider, part of Mirae Asset Financial Group), Washington Crossing Advisors ($9B+ AUM, Stifel subsidiary), T. Rowe Price ($1.35T AUM), KKM (boutique research-based solutions firm in Chicago), Fidelity Investments (75+ years of investing experience), Dimensional Fund Advisors (40+ years of research-based investing), and Capital Group/American Funds ($2.8T AUM). These integrations enable advisors to access diverse SMA strategies within the Advyzon/AIM platform.
Scale indicators9 records
Recent moves10 records
Advyzon competitors and assessment
Company assessmentDirect peers
- Addepar: Addepar is a portfolio management and analytics platform for advisors, family offices, and institutions. Direct competitor in the enterprise RIA and UHNW segment with similar emphasis on unified data model and analytics, comparable to Advyzon and Auria.
- Envestnet: Envestnet provides wealth management platforms (TAMP, Tamarac, MoneyGuide) serving RIAs and enterprise firms with portfolio management, financial planning, and advisor technology. Direct competitor to Advyzon's all-in-one and TAMP offerings.
- Orion: Orion (Orion Advisor Technology) is a leading portfolio management and accounting platform for RIAs and enterprise wealth firms. Direct competitor to Advyzon in the all-in-one platform category with comparable CRM, portfolio management, and rebalancing functionality.
Broad incumbents
- BlackRock (Aladdin/iCapital): BlackRock powers Citi Portfolio Solutions and operates a global asset management and technology platform (Aladdin). Incumbent participant in the UMA and institutional investment management space that Advyzon integrates with via Citi Wealth.
- Charles Schwab (Wasmer Schroeder): Schwab provides custody, TAMP (Schwab Managed Portfolios), and bond strategy (Wasmer Schroeder) offerings that distribute through Advyzon's Nucleus marketplace. Incumbent custodian and TAMP operator with overlapping RIA-facing capabilities.
- Morningstar: Morningstar offers advisor technology (Morningstar Office), portfolio analytics, and managed portfolios, where Advyzon's founder Hailin Li previously served as SVP and chief architect of Morningstar Office. Established incumbent in RIA technology and investment research.
Emerging players
- Riskalyze (F2 Strategy): Riskalyze provides risk tolerance and behavioral finance tools for advisors, comparable to Advyzon's recently integrated Andes Risk partnership capabilities. Emerging/specialized player in risk and behavioral analytics for the RIA market.
- Wealth.com: Wealth.com is an estate planning platform that recently integrated with Advyzon and Auria. Emerging specialist in adjacent financial planning functionality that complements Advyzon's broader all-in-one platform.
- Altruist: Altruist is a custodian-tech platform for RIAs offering integrated portfolio management, trading, and client experience with a fintech-style go-to-market. Emerging competitor pursuing the next generation of RIA technology stack, contrasting Advyzon's enterprise-focused approach.
- MoneyGuidePro: MoneyGuidePro is a leading financial planning software for advisors. Adjacent peer given Advyzon hired multiple MoneyGuidePro veterans (Kevin Hughes, Tony Leal) to build out its own financial planning module, indicating direct competitive overlap in financial planning functionality.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
Advyzon social profiles
Digital presenceAdvyzon financial estimates
Financial estimateRevenue estimate
Valuation estimate
Advyzon leadership team
Management profileNumber of profiles
Profiles10 records
Advyzon subsidiaries and ownership
Company hierarchySubsidiaries4 records
Advyzon funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Advyzon M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Advyzon
What does Advyzon do?
Advyzon builds and sells a unified, all-in-one wealth management technology platform on a single codebase for investment advisors, RIAs, and enterprise financial firms. The platform integrates CRM, portfolio management, billing, rebalancing, document management, client portal, financial planning, and AI within one system. Adjacent offerings include Advyzon Investment Management (AIM), a turnkey asset management program with model marketplace and direct indexing, and Advyzon Enterprise Solutions for large institutions.
Is Advyzon a public or private company?
Advyzon is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Advyzon founded?
Advyzon was founded in 2012. It employs 101 to 250 people.
Where is Advyzon based?
Advyzon is headquartered in Chicago, United States, in the North America region.
How does Advyzon make money?
Five revenue lines are on record. SaaS Platform Subscription (AUM-based billing) is the primary driver. The others are TAMP / Investment Management Fees (AIM), marketplace / Model Distribution Fees, enterprise Solutions Licensing and professional / Managed Services (Alts, OCIO).
Who are Advyzon's main competitors?
Direct peers on record are Addepar, Envestnet and Orion. Broad incumbents are BlackRock (Aladdin/iCapital), Charles Schwab (Wasmer Schroeder) and Morningstar. Emerging players are Riskalyze (F2 Strategy), Wealth.com, Altruist and MoneyGuidePro.
Does Advyzon have an API?
No public API is recorded for Advyzon.
What industry is Advyzon in?
Advyzon's product category is Wealth Management Technology. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAAJAF, OCIO & Multi-Asset Outsourced Portfolio Management. Its NAICS code is 523940 and its SIC code is 6282.