Advyzon

Wealth Management TechPortfolio Management + CRMMedium PriorityNot Contacted
Visit Website

Overview

Configurable all-in-one platform combining portfolio management, reporting, billing, rebalancing, CRM, and client portal

Core Product

All-in-one advisor tech stack

Strategic Fit for DCC

Integrated stack ideal for ETF visibility and recurring revenue to fund Bitcoin accumulation

Integration Potential

Direct ETF integration within reporting

Leverage Type:Platform control layer

Financial Profile

Estimated Revenue
$20,000,000
Valuation Range
$70M-$120M
Revenue Model
SaaS subscription
Profitability
Stable growth profile
Recurring Revenue Strength
Recurring SaaS base

Risk Assessment

Smaller scale brand

Company Information

Headquarters
United States
Founded
2012
Employees
~120
Geographic Focus
North America
Primary Customers
RIAs

Ownership & Funding

Ownership Type
Privately held
Last Known Funding
None disclosed

Leadership

CEO
Husein Dharamsi
LinkedIn Profile
Research Date
2026-02-24