Advyzon also named a finalist in six categories of the 2025 ThinkAdvisor Luminaries Awards

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, and Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, were both named winners at the 2025 WealthManagement.com Industry Awards.¹ The annual competition and industry-leading awards program often referred to as ‘The Wealthies’ recognized both firms at the eleventh annual Industry Awards ceremony held on September 4^th, 2025 in New York City, with Advyzon winning the award for Rebalancing and AIM winning the award for Model Marketplaces. In addition, with eight combined categories between Advyzon and AIM, Advyzon tied for the most finalist nods among all the companies that were honored.

“We’re absolutely thrilled to be recognized by WealthManagement.com and to accept these prestigious awards,” said Hailin Li, founder and CEO of Advyzon. “Our team has been hard at work on our Quantum Rebalancer and Nucleus Model Marketplace, and we’ve been determined to make Advyzon a singular solution that transforms the advisor experience. We believe our offering is the most comprehensive platform available to advisors today – and these awards reinforce that.”

ADVYZON NAMED WINNER FOR TECHNOLOGY PROVIDER: REBALANCING

Driven by a desire to offer advisors a seamless way to trade and rebalance without heading off page, Advyzon launched Quantum – a powerful, in-house trading and rebalancing tool natively built within the Advyzon platform.

“Being recognized for the enhancements we’ve made to our rebalancer is a huge honor,” said Dirk Pearson, Advyzon’s Chief Operating Officer. “Since Quantum’s launch three years ago, we’ve maintained a fast-paced development cycle, continuously shipping enhancements that transform portfolio management. These updates are inspired by feedback from advisors and enterprise partners striving to scale their businesses and serve clients more effectively.”

In the past year, Advyzon introduced multiple enhancements to Quantum that significantly improve portfolio management efficiency and customization for advisors, which ultimately led to this award:

• Raise Cash Enhancements streamline the cash management process by integrating cash raising with portfolio rebalancing in a single action. The ability to maintain cash requests until withdrawal ensures better planning, while the upgraded interface provides simple management & visibility of cash requests.
• Manual Trading empowers advisors with greater control over trades while leveraging insights from assigned strategies and a comparison to current portfolio values. Advisors can easily modify positions, assess trade impacts, and easily input trade amounts within the Manual Trade interface.
• Blended Model Enhancements offer refined trade tolerance and location preference options, providing advisors with a flexible framework to set deviation thresholds.

Quantum’s methodology is built to maximize after-tax wealth and provides multiple rebalance and tactical trade tools supporting a variety of different objectives, including location optimization, cash management, and tax-loss harvesting. Customizable trade preferences, robust model management capabilities, and automated monitoring / processing tools provide the power to streamline portfolio management and optimize for client goals at scale. Quantum is fully integrated, including trade/data flows, tasks, alerts, workflows, compliance tracking, asset classes, models, and rebalance actions.

Quantum was also recently recognized in The Kitces Report on Financial Advisor Technology,² where Advyzon earned the highest satisfaction rating in the Trading/Rebalancing/Portfolio Management category: “Amongst third-party tools, Advyzon has clearly emerged as a new market leader,” the report noted. “Its superior satisfaction scores and competitive pricing give it a firm foothold amongst midsize firms, with growing appeal to larger firms due to its multi-custodial support and mature CRM features (where it also scores as a market leader).”

Advyzon’s stellar 8.8 satisfaction rating significantly exceeded the second highest rating of 7.7 and the 7.4 average score for third-party software providers. Advyzon also earned an 8.8 value rating in this category and was named an ‘Optimistic’ provider to watch.

AIM NAMED WINNER FOR TAMPS: MODEL MARKETPLACES

For the second year in a row, AIM was named the winner of the Model Marketplaces award in the TAMPs category.

Built as a seamlessly unified platform within Advyzon, AIM was the natural evolution of Advyzon's all-in-one offering, and along with the Nucleus Model Marketplace, moves Advyzon closer than ever to offering a fully comprehensive solution. AIM delivers a comprehensive investment solution suite that combines sophisticated UMA capabilities, flexible model management, both advisor-driven models and access to third-party managers, OCIO services, tax overlay, and direct indexing – all integrated within a single ecosystem.

“It’s an honor for AIM’s model marketplace to win this prestigious award once again,” said Alex Riedel, Managing Director, Head of Client Portfolio Management at AIM. “Unlike most technology providers that have bolted on investment management solutions via acquisitions or integrations, AIM takes a fundamentally different approach. AIM's native architecture ensures a cohesive user experience while providing customizable, enterprise-grade investment capabilities backed by the high-touch service of Advyzon’s team of experts.”

After launching Nucleus in 2023, AIM added new asset management providers and strategies to the award-winning model marketplace throughout 2024 and 2025, which now features over 400 strategies from over 50 managers, including AIM.

In the last 18 months, AIM introduced a plethora of partnerships with other leading firms and also added direct indexing capabilities. Additionally, AIM recently launched Sphere, a manager-sponsored platform providing a curated hub of professionally managed portfolios. Sphere allows financial advisors and their clients to benefit from institutional-grade models and investment strategies with zero strategist fees.

To see the full list of winners and finalists, and to learn more about the 2025 WealthManagement.com Industry Awards, please click here.

ADVYZON AND AIM NAMED FINALISTS IN 2025 THINKADVISOR LUMINARIES AWARDS

In addition, Advyzon and AIM were recently named finalists in six categories of the ThinkAdvisor 2025 Luminaries Awards.³ The Luminaries recognize the visionary firms and individuals driving innovation and making a transformative impact in the wealth management industry.

Advyzon was named a finalist for Firm Awards for Product or Service Innovation in both the Business Development and Client Engagement categories; Lee Andreatta, CEO of Advyzon Investment Management, was named a finalist for CEO of the Year in the Investment Management category as well as the TAMPS and Model Marketplaces category; and Samantha Schwimmer, Chief Marketing Officer of Advyzon, was named a finalist for CMO of the Year in the Investment Management category as well as the Operations category.

These recognitions highlight the product enhancements made to the Advyzon platform in the last 18 months, Andreatta’s leadership in the numerous significant developments and initiatives recently undertaken by AIM, and the various marketing efforts and campaigns led by Schwimmer since joining Advyzon in July 2024.

This marks the fourth consecutive year that Advyzon has been named a Luminaries Finalist, and at the 2024 Luminaries Awards, CEO Hailin Li was named the winner of the Executive of the Year award among Technology Platforms, Products and Services.

To see the full list of finalists and to learn more about the 2025 ThinkAdvisor Luminaries Awards, please click here.

ABOUT ADVYZON AND ADVYZON INVESTMENT MANAGEMENT (AIM)

Advyzon is a unified wealth management platform built on modern, proprietary architecture for financial advisors, wealth management firms, broker-dealers, and family offices. Founded by CEO Hailin Li, Ph.D., CFA^®, Advyzon integrates portfolio management, performance reporting, trading, CRM, billing, and document storage within a single source platform, as well as investment solutions through Advyzon Investment Management (AIM). With 50% of its team dedicated to engineering and product development, Advyzon focuses on continuous innovation based on user feedback and industry needs. Advyzon serves various segments of the financial services industry through specialized solutions, including Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices and ultra-high-net-worth clients. For more information, visit www.Advyzon.com and www.AdvyzonIM.com.

AIM is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon (“Advyzon”). All references to investment advisory services are provided by AIM, while technology and administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Professionals employed by Advyzon may refer qualified Advisory Firms to AIM. If a referred Advisory Firm engages AIM's services, the referring professional will receive a referral fee.

¹ WealthManagement.com selects winners based on nominations reviewed by a panel of independent industry judges. Nominees are evaluated on innovation and industry impact. Advyzon and AIM did not provide compensation for inclusion in the WealthManagement.com Industry Awards.

² Advyzon was included in The Kitces Report rankings based on its technology tools and advisor satisfaction metrics as reflected in the Report’s published survey results and commentary. Advyzon did not provide compensation for inclusion in The Kitces Report rankings.

³ The ThinkAdvisor Luminaries Awards accepts nominations (self-nominations or by third parties) free of charge. Nominations are reviewed by a distinguished judging panel and editorial team. Awards are given based on factors such as impact on the industry, demonstrated ability to reach goals, dedication to the development of service to the best interests of clients, ethical standards, service, and excellence. Advyzon and AIM did not provide compensation for inclusion in the ThinkAdvisor Luminaries Awards.

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“We believe our offering is the most comprehensive platform available to financial advisors today – and these awards reinforce that.”