Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, announced two new additions to the executive team, Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales. These hires come on the heels of the inaugural Advyzon Conference that took place February 20-22, 2024 in Phoenix, Arizona, where several key enhancements of the next generation platform – which includes a new mobile app, workflow automations, artificial intelligence capabilities, and rebalancing tax optimizations – were announced.
Kartik Srinivasan joins as President of Advyzon Institutional, a newly created business unit at the firm. He will focus on building out product and service offerings to cater to the growing needs of advisors serving more complex clients.
“I am so excited to join Advyzon and bring my two decades of experience serving independent advisors and helping them grow their businesses profitably,” said Srinivasan. “Advyzon has a strong culture of innovation and has quickly grown to be the leading all-in-one platform for advisors, and I look forward to expanding into new markets and serving the increasingly unique and complex needs of advisors and their clients. Starting my first week at the Advyzon conference was such an energizing experience where I got to meet clients, partners, and other team members of Advyzon.”
Srinivasan has a long track record of building innovative solutions for advisors. He spent over 12 years at Morningstar – the bulk of it helping build their portfolio management system and working with Hailin Li, who eventually left to form Advyzon. After Morningstar, Srinivasan joined Schwab Advisor Services, where he spent over seven years leading third-party integrations and partnerships. He grew that group substantially to serve hundreds of third-parties, and played a crucial role in the integration of the TD Ameritrade Institutional business into Schwab Advisor Services.
Another industry veteran, Dave Goes, is also stepping into a newly created position as President of Enterprise Sales. An experienced financial services executive with an extensive background in enterprise selling and business leadership, Goes will be building out Advyzon’s enterprise sales organization.
“After 28 years in financial services, candidly, I was considering retiring,” said Goes. “I built another business on the side – outside of financial services – and I have a great life in Naples, Florida, so I could just do that. But when I learned about the position, what Advyzon has built – and what we’re planning to build – not to mention that I also knew Lee Andretta, (CEO of Advyzon Investment Management), since we were teenagers, many of the people that I’d get to work with again, people that I already liked and respected and have done amazing things together before… well, I thought, ‘Let’s do something great together again.’
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