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

Hailin Li, Ph.D., CFA

Paul W. Yeh

John Mackowiak

Dirk Pearson

Ashleigh Boone

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

Client Success and Relationship Management

Business Development Team

Leadership Team

About

Team members

Other teams at Advyzon

Client Success and Relationship Management

Business Development Team