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© All Rights Reserved. ApplyBlast.com
Advyzon
An Associate Trader at Advyzon Investment Management executes trades in client accounts to maintain target allocations, manage cash flows, and facilitate tax loss harvesting within a Turnkey Asset Management Program. This entry-level, on-site role involves analyzing portfolios, calculating trades, and collaborating with stakeholders including advisors, portfolio managers, and custodians to ensure efficient portfolio operations.
Headquarters
Chicago, Illinois, United States
Company Size
51-200 employees
Founded
2012
Advyzon is a cloud-based platform for financial advisors and registered investment advisors (RIAs) that aims to replace disparate tools with a single, scalable system. It consolidates portfolio reporting, client portals, CRM, and practice‑management workflows to simplify firm operations. By centralizing reporting, client communications, and back‑office tasks, Advyzon helps firms streamline their tech stack and scale more efficiently. Advisors use it to improve client experience and reduce the complexity of running their business.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Advyzon.
Advyzon didn’t post a salary, so this is our estimate from similar listings.
28% below the average for this role