# Advyzon Investment Management

Advyzon Investment Management is an Asset Manager based in Lisle, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Lisle, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** advyzon.com
- **LinkedIn:** https://www.linkedin.com/company/advyzon-investment-management-llc-aim

## Regulatory record

- **CRD number:** 318816
- **SEC file number:** 801-123361
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318816

## About

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.

## Sectors

- FinTech
- Wealth Management
- Enterprise Software

## Offices

- San Francisco, CA, United States

## People

- John Mackowiak — Co-Founder and Chief Executive Officer
- Wade Bitar — Co-Founder and Chief Technology Officer

## 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.

### 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.

### 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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Last updated: 2026-06-03T20:00:00.000Z

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