Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors.

Finance

Advyzon

Advyzon's headquarters in Chicago, IL, United States

Kartik Srinivasan

John Mackowiak

Shane Young

Tony Leal

Dirk Pearson

Matt Maier

Charles Rowlan

Rob Lane

Matt Braatz

Mark Netjes

Joe Webb

Allen He

Clark Richards

Paul W. Yeh

Dave Ott

This department focuses on identifying growth opportunities and building relationships to drive sales and revenue.

Business Development

This department handles customer inquiries, support, and service management to ensure client satisfaction.

Client Services

This department is responsible for overseeing product development and marketing strategies to ensure product success in the market.

Product Management

The Client Success and Relationship Management team at Advyzon is dedicated to ensuring that financial advisors achieve optimal utilization of the company's financial technology solutions. This team proactively engages with clients to foster strong relationships, provide tailored support, and facilitate successful implementations, ultimately enhancing client satisfaction and driving long-term retention.

Client Success and Relationship Management

This department focuses on managing and enhancing relationships with clients to ensure satisfaction and retention.

Client Relations

The Product Management Team at Advyzon is responsible for defining and driving the strategic vision for the company's financial technology products. They collaborate closely with stakeholders to gather insights, prioritize features, and ensure that product development aligns with the needs of financial advisors. Through innovative solutions, they aim to enhance user experience and maintain Advyzon’s competitive edge in the fintech space.

Advyzon

Org chart

Teams

Business Development

Client Services

Product Management

Client Success and Relationship Management

Client Relations

Product Management Team

Offices

Advyzon

Org chart

Teams

Business Development

Client Services

Product Management

Client Success and Relationship Management

Client Relations

Product Management Team

Offices

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