Wealth tech provider Advyzon is looking to kick-start its next chapter of growth as it welcomes two prominent names in the industry to its leadership team.
At the first-ever Advyzon Conference in Phoenix, the fintech announced the appointment of Kartik Srinivasan as president of Advyzon Institutional.
Srinivasan brings over two decades of experience to Advyzon, including a dozen years at Morningstar. There, he played a key role in spurring the growth of the investment research firm’s portfolio management system and worked with Hailin Li, who later moved on to form Advyzon.
Srinivasan then transitioned to Schwab Advisor Services, where he spent seven years at the forefront of growing its third-party integrations and partnerships into a sprawling book that included hundreds of third parties. During that time, he also played a key role in integrating TD Ameritrade’s institutional business into Schwab’s RIA support platform.
“I look forward to expanding into new markets and serving the increasingly unique and complex needs of advisors and their clients,” Srinivasan said.
Meanwhile, Dave Goes is stepping into the newly created role of president of enterprise sales at Advyzon.
With a 28-year record in the financial services indusry, Goes will be in charge of the fintech giant’s efforts to build relationships with larger-scale wealth enterprises.
“My role at Advyzon will be to help build out our enterprise team and to be known as not just a great provider to the small and midsize RIA space, but to continue moving upstream into the mega RIA space: regional broker-dealers, regional banks, insurance BDs,” he said.
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
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