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Advyzon Partners With StoneX Group Inc.’s Correspondent Clearing Division for Wealth Management Platform

Feb 12, 2025

Contract Type

partnership

United StatesFinancial ServicesSoftwareArtificial IntelligenceFinanceFintech

Description

Advyzon announced a partnership with StoneX's Correspondent Clearing division to bring Advyzon’s wealthtech platform to StoneX’s introducing broker-dealers and financial advisors. The comprehensive solution will include portfolio management, performance reporting, trading and rebalancing, web portals, mobile apps, CRM, billing, and secure document storage, with the option to access investment solutions and a model marketplace.

Company Information

Company

Advyzon

Location

United States

About

Advyzon is a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers. The company has recently announced key enhancements to its next-generation platform, including new mobile app, workflow automations, artificial intelligence capabilities, and rebalancing tax optimizations.

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Agreement Insights

What this usually means
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies

Advyzon signed a new agreement. Fundz surfaces partnerships and contracts as they are announced.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.