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.

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 truly groundbreaking, completely secure, all-in-one platform for wealth management businesses.

Our mission is simple in concept, but hard to duplicate: completely transform your advisory by bringing technology, data, security and the most outstanding user experience together to make your job easier, elevate your client relationships, and build and scale your business.