The closest alternatives to Advyzon are FA Solutions, Practifi and Autopilot. Advyzon generates $11.5M in revenue with 75 employees. Every one of the 20 similar companies below is compared with Advyzon on revenue, funding, customers, team size and founding year.
Advyzon is pinned as the first column so every figure is read against it. Blank cells are figures we have not verified, never zeros.
| Company |  AdvyzonThis company |  FA Solutions |  Practifi |  Autopilot |  BRITech Global |  wealthpilot |  Next Gate Tech |  Stack Wealth |  d1g1t |  Qplix |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $11.5M | $11.7M | $11M | $11M | $12.6M | $10.3M | $10M | $9.9M | $13.1M | $9.4M |
| Funding raised | Not disclosed | Not disclosed | Not disclosed | Not disclosed | $53M | $18M | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Customers | Not disclosed | Not disclosed | Not disclosed | Not disclosed | 350 | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Team size | 75 | 106 | 69 | 45 | 48 | 59 | 44 | 70 | 93 | 110 |
| Founded | 2012 | 1999 | 2013 | 2020 | 2014 | 2017 | 2019 | 2021 | 2017 | 2012 |
| HQ | Chicago, United States | Finland | Australia | United States | Brazil | Germany | Luxembourg | India | Canada | Germany |
Finland · Investment Portfolio Management Software
Empowering Investment Management with Innovation. We provide innovative Cloud Software and Exceptional Services that meet the unique needs of Investment Management firms, empowering them to make informed decisions…
Australia · Investment Portfolio Management Software
Provider of a business management platform intended to serve growing financial advice firms around the world. The company's platform focuses on wealth management which helps connect disparate data points to unlock new…
United States · Investment Portfolio Management Software
Autopilot is a trading platform that enables users to automate their investment strategies by copying the portfolios of top investors, including politicians and fund managers.
Brazil · Investment Portfolio Management Software
BRITech Global is a business-to-business SaaS company focused on investment management software. Founded eight years before the March 2023 interview, the company has expanded from a single product serving one customer…
Germany · Investment Portfolio Management Software
wealthpilot enables professional advisors to deliver a data-driven and truly personal wealth management.
Luxembourg · Investment Portfolio Management Software
Next Gate Tech is a Luxembourg based, data-driven FundTech that provides innovative Software-as-a-Service solutions for the asset management industry. Our mission is to enhance the Fund industry technology, thanks to…
India · Investment Portfolio Management Software
New age wealth management app for India
Canada · Investment Portfolio Management Software
d1g1t is a digital wealth management platform powered by analytics that offers advanced, transparent portfolio management services. It provides an unparalleled end-to-end platform to run a modern advisory business…
Germany · Investment Portfolio Management Software
Qplix delivers next generation SaaS solutions for wealth management and family office.
United Kingdom · Investment Portfolio Management Software
Developer of software for wealth and investment management industries. The company provides a browser-based corporate document management and workflow system software that provides large document storage, large folder…
United States · Investment Portfolio Management Software
Company that helps a variety of of firms in the wealth management industry with consolidated financial reporting and technology solutionsProfile
United States · Investment Portfolio Management Software
A trust-accounting and wealth-management software provider, serving the wealth-management industry with forward-thinking solutions since 1987
Accutech Systems revenue & fundingAdvyzon vs Accutech Systems
United States · Investment Portfolio Management Software
Developer of data management software designed to streamline investment document management and data extraction. The company's software leverages artificial intelligence (AI) and machine learning technology to identify…
United Kingdom · Investment Portfolio Management Software
SigTech is a cutting-edge fintech platform blending AI and quantitative analysis for market professionals, including quants. We offer deep financial market data analysis, robust instrument valuation, and advanced…
Spain · Investment Portfolio Management Software
Flanks is a wealth management solution provider reshaping the industry by making holistic wealth management simple and seamless. The company helps various global financial players, including banks, family offices, and…
Hong Kong · Investment Portfolio Management Software
Private Technologies is a company that provides B2B software solutions for wealth management and financial advisory firms. Their platform offers tools for portfolio analysis, risk assessment, and client communication…
Prive Technologies revenue & fundingAdvyzon vs Prive Technologies
United States · Investment Portfolio Management Software
Fundpath is a critical data and business intelligence service for the wealth and asset management industry, providing investment distribution insights.
United Kingdom · Investment Portfolio Management Software
Deliver data-driven investment decisions, faster, with greater transparency and at scale with our next-generation machine-learning technology. Accelex allows investors and servicers in alternative assets to quickly and…
United Kingdom · Investment Portfolio Management Software
Dealpad is a B2B software company founded in 2021 by Adam Baker, who serves as cofounder and CEO. The company specializes in mutual action plans and buyer engagement software for sales teams, and finished 2023 with $3.7…
United States · Investment Portfolio Management Software
Bipsync is a leading provider of research and workflow management solutions purpose-built for investment management. We use modern technologies, agile processes, and user-centered design to drive speed, agility…
Advyzon ranks #29 of 105 Investment Portfolio Management Software companies by annual revenue, putting it in the top 28% of the market.
The closest alternatives to Advyzon are FA Solutions, Practifi and Autopilot, all active in Investment Portfolio Management Software. This page compares each of them with Advyzon on revenue, funding, customers and team size.
FA Solutions is the closest alternative to Advyzon, generating $11.7M in revenue. Which alternative fits best depends on budget and company size, so compare all 20 similar companies above before choosing.
Advyzon generates $11.5M in revenue.
No. FA Solutions generates $11.7M in revenue versus $11.5M at Advyzon.
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