Key facts
- It has raised $1.1M; the latest was Seed Round ($1.1M) in Nov 2025.
- Notable investors include JMI Equity.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Advyzon
- ·The full record, as it builds
Funding rounds
No funding rounds for Advyzon are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Advyzon
Developer of a cloud-based advisory platform designed to offer investment strategies and advisory services. The company's platform provides on-demand data through reporting center applications and offers portfolio management, a model marketplace, client reporting, billing, rebalancing, customer relationship management, document storage, and a client portal, in addition to investment management services, enabling investment advisers and financial professionals to customize report packages and distribute them to each client through a client portal or print.
- Sector
- Information Technology
- HQ
- Lisle, IL, United States
- Founded
- 2012
- Employees
- 108
- Website
- advyzon.com/
- Ownership
- Privately Held (backing)
Advyzon doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Advyzon shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Advyzon in its N-PORT filings yet. We sweep new filings monthly.