Advyzon

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

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

• Wealth management platform
• Portfolio management software
• Turnkey asset management
• RIA technology platform
• Financial planning software

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. 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.
2. 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.
3. 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.
4. 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.
5. 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

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core 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

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability9 records

Feature10 records

Partnerships

Eight partnerships are on record, tiered flagship and core.

• Citi Wealth (Citigroup)flagshipStrategic or Co-development Partner · 21 April 2026Advyzon 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 InformationcoreOthers · 26 March 2026T3/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)coreTechnology or Integration · 26 January 2026Advyzon 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 RiskcoreTechnology or Integration · 12 December 2025Advyzon 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.comcoreTechnology or Integration · 30 October 2025Wealth.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 SolutionscoreTechnology or Integration · 5 December 2024Expanded 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)coreOthersKitces 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)coreTechnology or IntegrationNucleus 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

Direct 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

• LinkedInlinkedin.com/company/yhlsoft-inc-
• Xx.com/advyzon

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries4 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Advyzon