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Practice management solution for registered investment advisors, providing portfolio management, turnkey asset management solutions, CRM, billing and client communications
Last updated
In 2024, Advyzon's revenue reached $11.5M. Since its launch in 2012, Advyzon has shown consistent revenue growth.
Advyzon reached a $34.5M valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $34.5M | - |
| Question | Answer |
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| What's your age? | - |
| Favorite online tool? | - |
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| Favorite CEO? | - |
| Advice for 20 year old self | - |
We do not have customer count information for Advyzon yet.
Advyzon employs approximately 75 people as of 2026.
Advyzon generates an estimated $11.5M in annual revenue.
Advyzon was founded by Hailin Li.
The CEO of Advyzon is Hailin Li.
Advyzon raised $0.
Advyzon has 75 employees.
Advyzon is headquartered in Chicago, Illinois, United States.
Advyzon operates across multiple industries. Browse revenue, funding, and growth data for Advyzon in each sector below.
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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Valuation
$34.5M
2024 Revenue
$11.5M(Est.)
Funding
$0
Team
75
Founded
2012
| Year | Milestone | Source |
|---|---|---|
| 2024 | Advyzon Hit $11.5m revenue in June 2024 | Estimated |
| 2012 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 75 employees (December 2024) | |
| 2024 | Reached 72 employees (July 2024) |
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