Advyzon Investment Management
Overview
Advyzon Investment Management (AIM) is a registered investment adviser and a wholly-owned subsidiary of yHLsoft Inc., operating under the brand name Advyzon. AIM provides a comprehensive suite of investment solutions designed to enhance the efficiency and effectiveness of financial advisors and institutions. Their platform integrates portfolio management, performance reporting, trading, client relationship management (CRM), billing, and document storage, all within a single, unified system. This integration aims to streamline operations and improve client service for financial professionals. AIM's investment offerings include risk-based models such as active and passive mutual funds and ETFs, tax-sensitive ETF-only solutions, ESG-focused models, alternative investments, and direct indexing. The firm emphasizes a personalized service model, assigning dedicated team members to individual advisors to understand their specific business needs. This approach supports the entire lifecycle of an account, including account opening, billing, reporting, trading, data reconciliation, and custodial liaison services. In addition to its core services, AIM has expanded its capabilities through strategic partnerships. Notably, in May 2023, AIM partnered with tru Independence to provide the foundational platform for truView, a new Experience-As-a-Service (EAS) platform combining behavioral finance, fintech, and human capital to drive business growth. In February 2024, AIM collaborated with Nebo Wealth, an asset allocation and portfolio design platform from Grantham, Mayo, Van Otterloo & Co. (GMO), to offer a comprehensive solution that enables registered investment advisors (RIAs) to deliver personalized portfolios at scale. These partnerships reflect AIM's commitment to continuous innovation and its dedication to meeting the evolving needs of financial advisors and their clients.
Investment Focus
- Accredited Investors
- Institutional Investors
- Financial Advisors
- Registered Investment Advisors (RIAs)
- Family Offices
- High Net-Worth Individuals (HNWIs)
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Advyzon Investment Management
What sectors does Advyzon Investment Management invest in?
Advyzon Investment Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Illinois, United States. Advyzon Investment Management is listed as a other in the ConnectSafely investor database.
What stage does Advyzon Investment Management invest at?
Advyzon Investment Management backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Advyzon Investment Management invest in?
Advyzon Investment Management invests across United States.
What companies has Advyzon Investment Management invested in?
Advyzon Investment Management's portfolio includes BlackRock, Franklin Templeton, Dimensional Fund Advisors, Potomac Fund Management, Zacks Investment Management, VanEck, Innovator Capital Management and Janus Henderson Investors.
Last updated · Source: ConnectSafely investor database