Advyzon
United States · Artificial Intelligence, Finance, Financial Services
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.
Key facts
- Headquarters
- United States
- Employees
- 108
- Industries
- Artificial Intelligence, Finance, Financial Services
- Status
- Private
- Website
- advyzon.com
- Company page
Recent activity at Advyzon
- : Advyzon Appoints Kevin Hughes as President of Financial Planning
- : Advyzon Partners With StoneX Group Inc.’s Correspondent Clearing Division for Wealth Management Platform
- : Advyzon Announces the 2025 Advyzon Conference in Tampa, Focused on Supporting Financial Advisors and the Local Community.
- : Advyzon and Syntax Data Enter Custom Indexing Partnership
- : Advyzon Appoints Samantha Schwimmer as Chief Marketing Officer.
- : Advyzon Investment Management Appoints Scott Smith as Chief Revenue Officer (CRO)
- : Advyzon Appoints Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales
Leadership
- Kevin Hughes, Vice President of Finance
- Samantha Schwimmer, Chief Marketing Officer
- Scott Smith, Chief Revenue Officer
- Dave Goes, President
- Kartik Srinivasan, President
Verified email and direct lines for Advyzon’s decision-makers are on Fundz. See plans — or book a 15-minute walkthrough.
Employee benefit plans
Advyzon files 1 employee benefit plan with the U.S. Department of Labor, including a retirement plan. The next plan year renews in Dec 2026.
Advyzon in the news
- Advyzon debuts native AI system for advisers - Private Banker International (Jul 23, 2026)
- Fintech bytes: Advyzon lays claim to new category with 'all-in AI' launch - InvestmentNews (Jul 23, 2026)
- Citi Wealth Partners With Advyzon for Global UMA Launch - Wealth Management (Apr 21, 2026)
- Advyzon stages 'coup' by bagging $676-billion Citi Wealth account as part of the Andy Sieg tech revamp -- and making it look easy - RIABiz (Apr 24, 2026)
- Advyzon and Advyzon Investment Management (AIM) Win Three 2026 Wealthies Awards as AIM Extends Three-Year Winning Streak - Business Wire (Sep 23, 2026)
- CYBER HORNET Digital Asset Model Portfolios Now Available on Advyzon's Nucleus Marketplace - GlobeNewswire (Sep 09, 2026)
- Advyzon Launches the Industry’s Only Natively Built, AI-Powered Cash Flow Planning Experience Within a Unified Wealth Management Platform - Business Wire (Oct 27, 2026)
- Advyzon Launches Advyzon AI, the AI That Already Understands Advisors - Business Wire (Jul 22, 2026)
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About Advyzon: questions and answers
What does Advyzon do?
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.
Where is Advyzon headquartered?
Advyzon is headquartered in United States.
How many employees does Advyzon have?
Advyzon has about 108 employees.
Who leads Advyzon?
Kevin Hughes is a Vice President of Finance at Advyzon.
What is the latest news on Advyzon?
On Oct 15, 2025, Advyzon Appoints Kevin Hughes as President of Financial Planning
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy