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Advyzon Logo
Advyzon Growth Score
77
CB Rank
40107
Heat Score
56
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
77
Heat Score
56

Total Funding
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Funding Round raised
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Growth Score77
-9 pts
in past quarter
Heat Score 56
-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
40107
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
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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.

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Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 1
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Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 1
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Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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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
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News•Apr 23, 2026
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News•Apr 22, 2026
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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
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.
Who We Are
What We Do
Helpful Links
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