Overview
News
Technologies
Salaries
Products
People
Growth
Offices
Jobs
Financials

Funding and backers

Total raised
$1.1M
1 round on record
Latest round
$1.1M
Venture round · Oct 2025 · 11 mo ago
Team
106
US Form 5500 (plan participants) · Dec 2025 · +45% in a year
Hiring now
1
open roles
The money's age
Fresh money
11 months since the last round · hiring slowed
Momentum
35/100
in the news, fresh money
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Jul 22 Launched Advyzon Launches Advyzon AI, the AI That Already Understands Advisors · morningstar.com 2025 Team of 106 was 73 · US Form 5500 (plan participants) Oct 28, 2025 Raised a round Venture round $1.1M · SEC Form D
Tractionpublic signals, read monthly
Web presence
top 0.08%
of 133.2M domains by links, Common Crawl
Funding rounds
RoundDateAmountInvestorsSource
Venture round Oct 2025 $1.1M — SEC Form D
Registers and programsofficial lists and records that name the company
Legal entity yHLSoft, Inc. SEC Form D
Founders and leadersfrom filings, registers and the company's site
Shane YoungExecutive OfficerSEC Form D
Brad ToneyExecutive OfficerSEC Form D
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Overview

Advyzon is one platform that does the work of many. One platform that makes running your firm easy and completely scalable.

News

News InvestmentNews 8 months ago
Advyzon's TAMP adds Schwab-managed bond strategies to model marketplace
Partnership brings Schwab's Wasmer Schroeder bond lineups and model portfolios onto Advyzon's Nucleus marketplace for RIAs.
Read more
Report
Blog 1 year ago
Mike Ursitti, Senior Vice President of Business Development
There's a team mentality at Advyzon and everyone is part of it. My journey has been incredible. I've learned so much in two years, and the people have helped me grow personally.
Read more
Report
Blog 1 year ago
Eve Hjort, Director of Client Service and Engagement
You're never bored here. Everything is always evolving, it's always changing. Even if you get an application in a good spot, you want to better that application and make it more fun.
Read more
Report
Blog 1 year ago
Kelly Fitzpatrick, Senior Product Owner
Having been in so many different roles with different responsibilities has really given me more self-confidence. If you asked me 10 years ago, I have a lot more confidence in myself and I think that's a big reflection of Advyzon.
Read more
Report
Blog 1 year ago
Ryann Ramos, Senior Product Owner
One aspect of the culture that resonates with me, is the curiosity that we see at every level of the firm - there's just a deep desire to have an understanding of how can we design a technology that suits the needs of the client.
Read more
Report
Show more news

Tech stack

Technologies named in job postings at Advyzon over the last 12 months, by layer, with the share of postings for each.
Technologies in use
16
Postings analysed
1
Stack modernity
91/100AI adopter
Languages
C#
JavaScript
SQL
Ruby
TypeScript
Frameworks & libraries
Angular
React.js
Ruby on Rails
Vue.js
Databases
PostgreSQL
Cloud & platforms
.NET
Developer tools
Claude Code
Copilot
Cursor
AI & ML
ChatGPT
LLM
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Salary insights

Compensation ranges based on this company's open jobs
Median
$75k
Typical range
$75k
Open positions
1
1 Jobs
Junior 100%
Level Jobs Median Typical range
Junior 1 $75k $75k
Highest paying role Billing Operations Analyst $75k
Normalized to USD per year

People

Shane Young
Executive Officer
Brad Toney
Executive Officer
Hailin Li
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data

Growth

Hiring Momentum
28/100
Slowing
Open positions
1
0 opened / 0 closed in 30 days
Hiring Dynamics 0%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Analytics
100% ▲

Offices

Where the company hires and what each office is for
Cities
1
Hiring now
1
Countries
1
Busiest office
Lisle
Lisle United States
Regional office
1 open roles 1 posted in 90 days 100% engineering $75k Avg Salary
hires for Analytics
seen since Aug 2026 company site

Jobs

$75k per year • In office • Full-Time • 2+ years exp • Bachelor's Degree • Lisle
JavaScript
TypeScript
SQL
Ruby
C#
Ruby on Rails
C#
.NET
Databases
PostgreSQL
AI/ML
Copilot
Cursor
ChatGPT
Claude Code
LLM
Frontend
Vue.js
Angular
React.js
Apply

Financials

Total raised
$1.1M
Latest round
Venture - Series Unknown
Funding rounds
1
Funding rounds
Round Announced Amount
Venture - Series Unknown 2025 $1.1M Details