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Who We Serve
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What We Do
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Built for the businesses that keep our communities running

Avanza means advance. We built it to help service-business owners understand their business better, unlock more profit from their growth, and move confidently into whatever comes next.

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Joaquin Ortiz, founder of Avanza, photographed on a rooftop in San Francisco.

Why I started Avanza

I grew up around family-run trade businesses, studied finance at UC Berkeley, and spent the early part of my career working in Silicon Valley on startup finance, fundraising, and growth.

A few years ago I got involved with an entrepreneurship-focused non-profit, where I got to share my experience with local business owners in my hometown of Redwood City. Through that work I noticed the financial tools and support available to larger companies rarely made sense for businesses this size.

Avanza grew out of wanting to close that gap in a way that actually makes sense for the businesses that power our communities.

Joaquin Ortiz

Founder, Avanza

  • SF Bay Area
  • Hablamos Español

A finance person who knows your business

Our mission

Help more owners understand their business well enough to grow it profitably — by making financial analysis, modern tools, and better decision-making more accessible to the small service businesses that keep our communities running.

Let’s talk about your business

Fifteen minutes, no obligation. Tell us what you are working on and we’ll tell you whether we can help.