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Advyzon Investment Management
Advyzon Investment Management, LLC is an SEC-registered investment adviser in Lisle, IL, registered since 2022. The firm manages $1.7 billion in assets, $1.2...
Advyzon Investment Management
Advyzon Investment Management, LLC is an SEC-registered investment adviser in Lisle, IL, registered since 2022. The firm manages $1.7 billion in assets, $1.2 billion on a discretionary basis. It has 21 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Year founded
2016
Location
Region
North America
Country
United States
City
Lisle
Corporate office
Chicago, IL, United States
Additional offices
San Francisco, CA, United States
Principals
John Mackowiak
Co-Founder and Chief Executive Officer
Wade Bitar
Co-Founder and Chief Technology Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Advyzon?
Advyzon is a technology firm, not an investment manager — the firm does not make investment decisions for its clients. The co-founders, John Mackowiak (CEO) and Wade Bitar (CTO), oversee product strategy, while advisory firms using the platform retain full discretion over their portfolios.
How does Advyzon source proprietary deal flow?
Advyzon does not source deal flow for its clients. The platform aggregates custodial data and provides tools for advisors to execute trades and manage client portfolios, but the firm does not originate or distribute investment products.
Is Advyzon structured as a single family office or does it operate more like a venture firm?
Neither. Advyzon is a privately held software company, backed by growth equity from Charlesbank Capital Partners. It is not a family office, asset manager, or venture firm.
Does Advyzon participate in fund commitments or only direct deals?
Advyzon does not invest in funds or direct deals. The firm is exclusively a technology provider, deriving revenue from subscription fees paid by advisory firms.
What investment stages does Advyzon typically target?
As a software company, Advyzon focuses on growth-stage product development and market expansion — not investment stages. The firm has raised growth equity to scale its platform.
Which sectors does Advyzon explicitly avoid?
Advyzon avoids any business that would create conflict of interest with its independent advisor clients. This includes asset management, custody, and proprietary fund products.
How is Advyzon related to Charlesbank Capital Partners?
Charlesbank Capital Partners made a growth equity investment in Advyzon in 2022, taking a minority stake. The firm operates independently with no formal ties to Charlesbank beyond the investment relationship.
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