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.

Business Intelligence

Enterprise Software

Finance

Advyzon

Advyzon's headquarters in Chicago, IL, United States

Bradley Andreatta

John Mackowiak

Dirk Pearson

Dennis Coster

J. Helen Yang

Paul W. Yeh

Joseph Webb

Allen He

Rob Lane

Matt Maier

Clark Richards

Mark Netjes

Charles Rowlan, CFP®, CIMA®

Matt Braatz

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 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

This department focuses on delivering support and assistance to clients, ensuring their needs are met effectively.

Client Services

This department oversees product strategy, design, and marketing to ensure successful product development and market positioning.

Product Management

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.

Product Management Team

This department focuses on identifying and pursuing new business opportunities to drive growth and revenue.

Advyzon

Org chart

Teams

Business Development Team

Client Success and Relationship Management

Client Services

Product Management

Product Management Team

Business Development

Offices

Advyzon

Org chart

Teams

Business Development Team

Client Success and Relationship Management

Client Services

Product Management

Product Management Team

Business Development

Offices

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