Fundz

Who to call at Advyzon, and when

Fundz watches for the moments Advyzon starts buying, and tells you who to reach.

  • An alert the day Advyzon raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Advyzon, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Advyzon. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

LaunchAdvyzon Announces the 2025 Advyzon Conference in Tampa, Focused on Supporting Financial Advisors and the Local Community.

Oct 23, 2024
United StatesFinancial ServicesSoftwareArtificial IntelligenceFinanceFintech

Product Description

Advyzon has opened registration for its 2025 Annual Conference, which will take place in Tampa from February 12-14, aimed at financial advisors and industry professionals. The conference will feature prominent speakers, including Daymond John, and will focus on Advyzon's technology platform and support for the local community amidst recovery efforts.

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.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Advyzon ships something new, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Kartik hidden

hidden

Kevin hidden

hidden
Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for Advyzon's next move

Learn about Strategic plan

Product Launch Insights

What this usually means
Market expansion signals
New product launches often coincide with market expansion initiatives

Advyzon shipped something new. Fundz reads product launches, trademark filings and hiring together.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

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.