Advyzon
Matt Braatz is a seasoned professional in business development with extensive experience in the financial services industry. Currently serving as Senior Vice President at Advyzon since March 2015, Matt Braatz focuses on enhancing user experience through an intuitive cloud-based platform for investment advisors. Prior to this role, Matt Braatz held various positions at Morningstar from 2003 to 2015, including Enterprise Sales Director and Regional Sales Director, contributing to significant growth and client relationship management. Matt Braatz earned a Bachelor of Science degree in Finance and Financial Management Services from Valparaiso University between 1994 and 1998.
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Advyzon
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors.