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Advyzon 's Overview

Total employees87
HeadquartersChicago
Founded2012

Advyzon is a comprehensive, intuitive, cloud-based technology platform for financial advisors. It provides a suite of integrated tools including client relationship management (CRM), performance reporting, billing, client portal, secure document storage, and financial planning. Advyzon aims to streamline advisor workflows, enhance client engagement, and support business growth through its integrated and user-friendly solution.

Where is Advyzon 's Headquarters?

HQ Function

Serves as the central hub for Advyzon's operations, including product development, engineering, sales, marketing, customer support, and corporate leadership.

Notable Features:

Located in a modern office building in downtown Chicago, likely offering contemporary office amenities, collaborative workspaces, and proximity to other businesses and transport links. Specific architectural highlights of the suite itself are not widely publicized.

Work Culture:

Advyzon promotes a collaborative, innovative, and client-focused work environment. Employees often highlight a supportive team atmosphere and opportunities for professional growth within the fintech space.

HQ Significance:

The Chicago HQ is significant as it places Advyzon within a key financial center, facilitating access to talent, industry events, and a strong network of financial professionals and institutions.

Values Reflected in HQ: The HQ likely reflects Advyzon's values of innovation, efficiency, and client service through its layout, technology infrastructure, and collaborative spaces designed to foster teamwork and development.

Location:

While headquartered in Chicago, Advyzon supports its global client base and operations through its international office in Pune, India, which is crucial for software development and operational support. Their technology platform serves financial advisors primarily in the United States but is designed with scalability that could support broader international use. The Plymouth, MI office further strengthens its US footprint.

Street Address:

20 N. Clark Street, Suite 1250

City:

Chicago

State/Province:

Illinois

Country:

USA

Advyzon 's Global Presence

Pune, Maharashtra, India

Address: 7th Floor, Tower S4, Magarpatta City Cybercity, Pune – 411028

Supports Advyzon's global product development lifecycle, enhances 24/7 support capabilities, and provides operational efficiencies.

Plymouth, Michigan, USA

Address: 330 S. Main Street, Suite 201, Plymouth, MI 48170

Enhances regional client engagement, provides local support, and facilitates market penetration within the United States.

Buying Intent Signals for Advyzon

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Advyzon

As of April 2025, Advyzon ' leadership includes:

Hailin Li - Founder & CEO
John Mackowiak - Chief Revenue Officer (CRO)
Dirk Pearson - Chief Product Officer (CPO)
David Perkins - Chief Technology Officer (CTO)
Charles L. Roame - Chief Financial & Strategy Officer
Mustafa Lica - Chief Information Security Officer (CISO)

Investors of Advyzon

Advyzon has been backed by several prominent investors over the years, including:

LLR Partners
FINTOP Capital
Loggias

Executive New Hires/Exits in the Last 12 Months

Hire2
Exits0

Advyzon has recently strengthened its executive team with key strategic hires in finance, strategy, and information security, indicating a focus on growth, operational robustness, and market leadership.

New Appointments:

Charles L. Roame, Charles L. Roame appointed as new Chief Financial & Strategy Officer.
Mustafa Lica, Mustafa Lica appointed as new Chief Information Security Officer.

Technology (Tech Stack) used by Advyzon

Discover the tools Advyzon uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Advyzon Email Formats and Examples

Advyzon primarily utilizes the first.last@advyzon.com email format (e.g., jane.doe@advyzon.com) for its employees. This is the most common and reliable format for reaching out to individuals at the company.

first.last@advyzon.com

Format

jane.doe@advyzon.com

Example

95%

Success rate

News and media

PR NewswireApril 2, 2024

Advyzon Appoints Fintech Veteran Charles L. Roame as Chief Financial & Strategy Officer

Advyzon announced the appointment of Charles L. Roame as its new Chief Financial & Strategy Officer. Roame brings extensive experience from his previous role as Founder and Managing Partner of Tiburon Strategic Advisors and Tiburon CEO Summits....more

PR NewswireApril 2, 2024

Advyzon Appoints Mustafa Lica as Chief Information Security Officer

Advyzon announced the appointment of Mustafa Lica as its new Chief Information Security Officer (CISO). Lica will lead Advyzon's comprehensive information security strategy and programs, enhancing data protection and cybersecurity measures....more

WealthManagement.comFebruary 27, 2024

Advyzon Launches Prospecting Tool Powered by AI

Advyzon has introduced 'Precisely,' a new AI-powered prospecting tool designed to help financial advisors identify and engage potential clients more effectively. The tool analyzes data to provide insights and streamline outreach, leveraging artificial intelligence....more

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