Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Advyzon Logo
Advyzon Growth Score
78
CB Rank
38946
Heat Score
57
Advyzon is a cloud-based platform for investment advisors that combines portfolio management, flexible performance reporting.
Founded
obfuscation
PrivateFunding Round Chicago, Illinois, United States51-100 www.advyzon.com
CRM
Finance
Financial Services
FinTech
Overview

Advyzon
Total Funding
obfuscation
Growth Score
78
Heat Score
57

Total Funding
obfuscation
obfuscation
Funding Round raised
obfuscation
Growth Score78
-8 pts
in past quarter
Heat Score 57
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Advyzon

CB Rank
38946
Advyzon is a cloud-based platform for investment advisors that combines portfolio management, flexible performance reporting.
Founded
obfuscation
PrivateFunding Round Chicago, Illinois, United States51-100 www.advyzon.com
CRM
Finance
Financial Services
FinTech

Funding Rounds

Funding Round
OBF
in
obfuscation

Key People

Details

Legal Name yHLsoft, Inc
Operating Status Active
Company Type For Profit
Founders  Hailin Li
Phone Number 1 844-829-0039
Contact Email sales@yhlsoft.com
Predictions & Insights

Growth Insight

See this Growth Insight
Advyzon is
Lorem
 to be growing
Top Contributing Factors
Market Share Expansion

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Advyzon Platform
A cloud-based, unified technology platform for investment advisory firms that integrates portfolio management, client communications, billing, and document management.
Advyzon Investment Management (AIM)
An integrated investment management suite within the Advyzon ecosystem that supports portfolio trading, rebalancing, and investment strategy management.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
obfuscation
Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Funding Round - Advyzon Logo
Funding Round - Advyzon
—
obfuscation
— Funding Round
obfuscation
Funding Round - Advyzon Logo
Funding Round - Advyzon
—
obfuscation
— Funding Round
obfuscation
Funding Round - Advyzon Logo
Funding Round - Advyzon
—
obfuscation
— Funding Round
obfuscation
Funding Round - Advyzon Logo
Funding Round - Advyzon
—
obfuscation
— Funding Round
obfuscation
Funding Round - Advyzon Logo
Funding Round - Advyzon
—
obfuscation
— Funding Round

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Funding Round - Advyzon Logo
Funding Round - Advyzon
—
obfuscation
— Funding Round
obfuscation
Funding Round - Advyzon Logo
Funding Round - Advyzon
—
obfuscation
— Funding Round
obfuscation
Funding Round - Advyzon Logo
Funding Round - Advyzon
—
obfuscation
— Funding Round
obfuscation
Funding Round - Advyzon Logo
Funding Round - Advyzon
—
obfuscation
— Funding Round
obfuscation
Funding Round - Advyzon Logo
Funding Round - Advyzon
—
obfuscation
— Funding Round

Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Employee Profiles 8 Contacts 23

Employee Profiles

News

News and Press

News•May 7, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Apr 23, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Apr 22, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Apr 22, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

21,081
17.3%
 in past month

IT Spend

$276.2KThis year, Advyzon is projected to spend $276.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Cultivate Logo
Cultivate
85
Local Partnerships Logo
Local Partnerships
84
Treasury Analytics Logo
Treasury Analytics
82

Active Website Tech Count

67Advyzon is actively using 67 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Advyzon's headquarters? Advyzon is located in Chicago, Illinois, United States.When was the last funding round for Advyzon? Advyzon closed its last funding round on
obfuscation
from a Undisclosed round.Who are Advyzon's competitors? Alternatives and possible competitors to Advyzon may include Charles Schwab, Envestnet, and  Addepar.How much funding has Advyzon raised to date? Advyzon has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(8fe006b 1)
|