Companies that use Advyzon

Analyzed and validated by Henley Wing Chiu
All wealth management Advyzon

Advyzon We detected 486 customers using Advyzon and 3 companies that churned or ended their trial. The most common industry is Financial Services (81%) and the most common company size is 2-10 employees (79%). Our methodology involves discovering URLs with known URL patterns through web crawling, certificate transparency logs, or modifications to subprocessor lists.

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Company Domain Employees Industry Region YoY Headcount Growth Usage Start Date
Valentine Wealth Management 1 employee Financial Services US 0% 2025-12-10
Bright Advisors LLC 2–10 Financial Services US N/A 2025-11-30
Langan Financial Group 11–50 Financial Services US N/A 2025-11-19
Cardinal Wealth Management, LLC 11–50 Financial Services US N/A 2025-11-13
Anew Advisors 2–10 Investment Management N/A +12.5% 2025-11-13
McCarthy Wealth and Tax Advisors 2–10 Financial Services N/A N/A 2025-11-12
J. Hagan Capital 11–50 Financial Services US -5.9% 2025-11-12
Groom Financial Advisory 2–10 Investment Management US N/A 2025-11-02
Capital Squared Financial (CSF) 2–10 Financial Services US +100% 2025-11-02
Proper Wealth 2–10 Investment Management US -37.5% 2025-10-31
Wealth Engagement 2–10 Investment Management US +33.3% 2025-10-21
Terrace Wealth 2–10 Financial Services US +300% 2025-10-21
Virginia Global Asset Management, LLC 2–10 Financial Services US +25% 2025-10-18
MATTHEW JAMES Tax & Wealth Management 11–50 Financial Services US N/A 2025-10-15
Southern Capital Services, Inc. 2–10 Financial Services US N/A 2025-10-09
Canby Financial Advisors 11–50 Financial Services US -8.3% 2025-10-03
Emerald Asset Management, Inc. 2–10 Investment Management US +300% 2025-09-26
Purtill Financial LLC 2–10 Investment Management US 0% 2025-09-24
Regency Capital Management Inc. 2–10 Financial Services US 0% 2025-09-24
Clear Capital Management LP 2–10 Financial Services US +100% 2025-09-23
Showing 1-20 of 486

Market Insights

🏢 Top Industries

Financial Services 382 (81%)
Investment Management 86 (18%)
Investment Advice 1 (0%)

📏 Company Size Distribution

2-10 employees 376 (79%)
11-50 employees 69 (14%)
1 employee employees 24 (5%)
51-200 employees 6 (1%)
201-500 employees 2 (0%)

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