Companies using Advyzon
We have data on 32 companies that use Advyzon. The companies using Advyzon are most often found in United States and in the Financial Services industry. Advyzon is most often used by companies with 1-10 employees and 1M-10M dollars in revenue. Our data for Advyzon usage goes back as far as 8 months.
If you’re interested in the companies that use Advyzon, you may want to check out Square and PeopleSoft as well.
Who uses Advyzon?
| Company | Taylor Financial Group, LLC |
| Website | taylorfinancialgroup.com |
| Country | United States |
| Revenue | 1M-10M |
| Company Size | 10-50 |
| Company | HCR Wealth Advisors |
| Website | hcrwealth.com |
| Country | United States |
| Revenue | 10M-50M |
| Company Size | 10-50 |
| Company | Independent Solutions Wealth Management, LLC |
| Website | iswealthmanagement.com |
| Country | United States |
| Revenue | 1M-10M |
| Company Size | 10-50 |
| Company | Longs Peak Advisory Services, LLC |
| Website | longspeakadvisory.com |
| Country | United States |
| Revenue | 1M-10M |
| Company Size | 10-50 |
| Company | JMR Financial Group, Inc. |
| Website | jmrfg.com |
| Country | United States |
| Revenue | 1M-10M |
| Company Size | 10-50 |
| Company | Website | Country | Revenue | Company Size |
|---|---|---|---|---|
| Taylor Financial Group, LLC | taylorfinancialgroup.com | United States | 1M-10M | 10-50 |
| HCR Wealth Advisors | hcrwealth.com | United States | 10M-50M | 10-50 |
| Independent Solutions Wealth Management, LLC | iswealthmanagement.com | United States | 1M-10M | 10-50 |
| Longs Peak Advisory Services, LLC | longspeakadvisory.com | United States | 1M-10M | 10-50 |
| JMR Financial Group, Inc. | jmrfg.com | United States | 1M-10M | 10-50 |
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Advyzon Market Share and Competitors in Financial Management
We use the best indexing techniques combined with advanced data science to monitor the market share of over 15,000 technology products, including Financial Management. By scanning billions of public documents, we are able to collect deep insights on every company, with over 100 data fields per company at an average. In the Financial Management category, Advyzon has a market share of about 0.1%. Other major and competing products in this category include:
Financial Management
What is Advyzon?
Advyzon is a comprehensive platform with multiple tools to help RIAs (Registered Investment Advisor) run and scale their firms. Its features include portfolio management and client reporting, billing, CRM (customer relationship management), document management, quantum rebalancer, client portal and more.
Top Industries that use Advyzon
Looking at Advyzon customers by industry, we find that Financial Services (79%) and Investment Management (10%) are the largest segments.
Top Countries that use Advyzon
95% of Advyzon customers are in United States.
Distribution of companies that use Advyzon based on company size (Employees)
Of all the customers that are using Advyzon, a majority (92%) are small (<50 employees), 0% are large (>1000 employees) and 1% are medium-sized.
Distribution of companies that use Advyzon based on company size (Revenue)
Of all the customers that are using Advyzon, a majority (86%) are small (<$50M), 0% are large (>$1000M) and 0% are medium-sized.
