Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors.  Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based.   The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence.  By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business.  We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on.  Please visit www.advyzon.com to learn more.

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Advyzon

Advyzon's headquarters in Chicago, IL, United States

Dirk Pearson

Bradley Andreatta

John Mackowiak

Paul W. Yeh

Allen He

Charles Rowlan, CFP®, CIMA®

Matt Braatz

Mark Netjes

The Client Success and Relationship Management team at Advyzon is dedicated to ensuring that clients maximize the value of the company's technology solutions. This team focuses on building strong relationships, providing proactive support, and delivering tailored solutions to meet clients’ unique needs. By facilitating effective communication and offering expert guidance, they enhance client satisfaction and foster long-term partnerships, ultimately empowering financial advisors to grow their businesses more efficiently.

Client Success and Relationship Management

The Leadership Team at Advyzon is responsible for setting the strategic direction of the company and ensuring alignment across all departments to drive growth and innovation. This team encompasses key roles including the CEO, COO, and various Vice Presidents, who collaborate to enhance product offerings, improve operational efficiency, and foster client relationships. Their focus on leveraging financial technology solutions empowers financial advisors to streamline their operations and achieve business success.

Leadership Team

The Business Development Team at Advyzon is responsible for driving growth and expanding the company's market presence by forging strategic partnerships and identifying new client opportunities. They work collaboratively to develop tailored solutions that meet the unique needs of financial advisors, ensuring seamless integration of Advyzon's technology into their operations. Additionally, the team focuses on nurturing client relationships and enhancing service delivery to support long-term client success and satisfaction.

Business Development Team

The Product Management Team at Advyzon is responsible for defining and delivering the product vision and roadmap for the company’s integrated financial technology solutions. This team collaborates closely with stakeholders to gather insights, prioritize features, and ensure that the platform remains user-friendly and innovative. By continuously evaluating market trends and client feedback, they work to enhance functionalities like performance reporting, billing, and client management, ultimately empowering financial advisors to improve their operations and client relationships.

Advyzon

Org chart

Teams

Client Success and Relationship Management

Leadership Team

Business Development Team

Product Management Team

Offices

Advyzon

Org chart

Teams

Client Success and Relationship Management

Leadership Team

Business Development Team

Product Management Team

Offices

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