Case Study: Aspire Capital Advisors grows independently with Advyzon

How Advyzon enabled Aspire Capital Advisors to find a technology partner that didn’t force the purchase of extras

Aspire Capital Advisors, a Seattle-based breakaway RIA founded by Johnny Flavin in 2018, needed a technology partner that could support its move to independence without forcing extra add-on purchases. The firm wanted a comprehensive solution for administration, billing, reporting, and client relationship management, and chose Advyzon for its all-in-one platform and deep integrations.

With Advyzon, Aspire Capital Advisors was able to manage nearly everything in one place, stay focused on client relationships, and keep growing without buying multiple tools. Advyzon’s responsive development also delivered a requested task feature for the advisor dashboard, and the firm nearly doubled its AUM in two years, growing from $140M while using the CRM and workflows to support continued expansion.

Aspire Capital Advisors

Johnny Flavin

Founder & Chief Executive Officer