How we started.
In 2012 Advyzon was founded to create the most intuitive, all-in-one technology for advisory firms.
Headquartered in Chicago, Illinois, we are a team of entrepreneurs with decades of experience implementing, servicing, and developing technology for financial advisors.
With a continuous focus on product innovation and providing superior service, our goal is to be the best value in advisor technology, period.
For more than a decade, Advyzon has continuously invested in one platform, one architecture, and one engineering team. That foundation connects data, workflows, and experiences across the advisory business. Today, it gives Advyzon AI the context to understand how advisors work, deliver more relevant intelligence, and help firms move from information to action.
Seeing an entirely new future in digital platforms for financial advisors, Hailin Li, formerly SVP and chief architect behind Morningstar Office, left to develop a secure, unified platform for wealth management businesses. His vision was to bring the advisory business together in one connected experience. Long before AI became an industry priority, Advyzon was building the unified data and workflow foundation intelligence would need to understand advisor work across the firm.
Our mission is simple in concept, but hard to duplicate: Bring technology, data, security, user experience, and intelligence together to make your job easier, elevate your client relationships, and help you build and scale your business.
Advyzon AI extends that mission by turning connected firm-wide context into decision-ready insights and coordinated action, all within the platform advisors already use.
By the Numbers
Best All-In-One
Platform Winner
9x
Time Savings
30%+
Client Retention
94%+
Team Members
200+
Firms Using
Our Platform
2,700+
Our History
2026
- Advyzon AI officially launches, introducing a new standard for advisor intelligence built directly into the Advyzon platform
- Advyzon Named One of American Banker’s Best Fintechs to Work For 2026
- Advzyon Enterprise Solutions wins 2026 BISA Technology Innovation Award
- Advyzon ranked #1 in Client Satisfaction for All-in-One Platforms for the ninth consecutive year in the T3 / Inside Information Software Survey.
- AIM earned #1 Client Satisfaction among TAMPs in the T3 / Inside Information Software Survey.
- Advyzon announces a new global UMA program.
- Advyzon Enterprise Solutions receives a Technology Innovation Award from BISA.
- Advyzon wins Client/Consolidated Reporting at the WealthBriefing WealthTech Americas Awards.
- AIM launches Personalized Indexing Engine.
- Auria launches for UHNW clients and family offices.
- Quantum Rebalancer and AIM Model Marketplace win Wealth Management Industry Awards.
- Advyzon introduces AI-driven Financial Planning capabilities within the platform.
- Andes Risk, an award-winning risk and behavioral finance solution, is integrated directly into the Advyzon platform
- Advyzon named Best All-in-One Software Solution for the eighth consecutive year in the T3 / Inside Information Advisor Software Survey.
- Advyzon earns the #1 ranking in advisor satisfaction and value across CRM, Portfolio Management, Performance Reporting, Client Portals, and File Sharing in the Kitces AdvisorTech Rankings.
2025
2024
- Advyzon hosts inaugural conference, aimed at building our community of clients, partners and industry leaders.
- Advyzon launches two additional businesses Advyzon Institutional and Advyzon Enterprise Solutions
- AIM wins Wealthie Award for Model Marketplaces.
- Hailin Li is recognized as CEO of the Year by Luminaries.
Advyzon announces Nucleus Model Marketplace, Advyzon Investment Management’s UMA/SMA multi-manager platform that combines third party strategists and proprietary built portfolios for sleeve trading and reporting.
2023
2022
Advyzon launches Advyzon Investment Management (AIM) as Quantum, Advyzon’s robust, in-house trading and rebalancing tool goes live.
- Report Builder 2.0 is built from the ground up to enhance aesthetics, add new capabilities, and lend to ease of use.
- Advyzon makes the Inc. 5000 list of “America’s Fastest Growing Companies.”
2021
2020
Advyzon introduces Growth Suite, offering different tools intended to help advisors expand their firms into one place.
Advyzon launches customized dashboards and launched partnerships with Charles Schwab and Riskalyze.
2019
2018
Advyzon wins its first T3 awards in the All-in-One and Portfolio Management categories.
Advyzon launches Advisor Dashboard to help firms improve operations and scale.
2017
2016
Advyzon opens first office in Chicago.
Advyzon receives TD Ameritrade’s Veo Newcomer of the Year award.
2015
2014
Advyzon launches, winning praise from industry leader Joel Bruckenstein, calling it a rare success story.
Advyzon enters beta testing with a select group of firms.
2013
2012
Hailin Li taps a small group of developers from his past teams to start yHLSoft, Inc — which will go on to become Advyzon. Hailin’s vision was simple: develop a truly all-in-one platform to serve advisors and transform the client experience.
One Platform. Intelligence Built In.
Turn firm-wide context into faster decisions, coordinated action, and greater capacity.