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

Dirk Pearson

Tony Leal

Rob Lane

Matt Maier

Charles Rowlan

Matt Braatz

Mark Netjes

Joe Webb

Allen He

Clark Richards

Paul W. Yeh

Dave Ott

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

The Sales and Business Development team at Advyzon is responsible for driving revenue growth by identifying new market opportunities, building relationships with financial advisors, and promoting the company’s innovative technology solutions. This team collaborates closely with clients to understand their needs, deliver tailored presentations, and manage the sales process, ultimately ensuring customer satisfaction and long-term partnerships.

Sales and Business Development

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.

Product Management Team

The Leadership Team at Advyzon is responsible for steering the company's strategic direction and ensuring the effective delivery of innovative financial technology solutions for financial advisors. This team encompasses key roles in client success, product development, business development, and sales, collaboratively driving growth, enhancing client relationships, and fostering a culture of excellence within the organization.

Advyzon

Org chart

Teams

Client Success and Relationship Management

Sales and Business Development

Product Management Team

Leadership Team

Offices

Advyzon

Org chart

Teams

Client Success and Relationship Management

Sales and Business Development

Product Management Team

Leadership Team

Offices

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