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.

Enterprise Software

Finance

Business Intelligence

Advyzon

Hailin Li, Ph.D., CFA

Paul W. Yeh

John Mackowiak

Dirk Pearson

Ashleigh Boone

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

Client Success and Relationship Management

Leadership Team

Business Development Team

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Team members

Other teams at Advyzon

Client Success and Relationship Management

Leadership Team