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Business Wire
19 hours ago
- Business
- Business Wire
Impact Communications Clients Turn Heads as 'Wealthies' Competition Unfolds for 2025 WealthManagement.com Industry Awards
LEAWOOD, Kan.--(BUSINESS WIRE)--Impact Communications, a leading marketing and PR firm exclusively serving the financial services industry, is proud to announce that eight of its nominated clients have been named finalists for the 2025 Industry Awards, widely known as "The Wealthies." This recognition highlights the exceptional innovation, leadership, and dedication demonstrated by these organizations in advancing the financial advisory and wealth management profession. 'We are absolutely thrilled for our clients and couldn't be prouder of the incredible work they've done to earn these prestigious honors.' ~ Marie Swift Share 'We are absolutely thrilled for our clients and couldn't be prouder of the incredible work they've done to earn these prestigious honors,' said Marie Swift, CEO and founder of Impact Communications. 'Seeing their vision, dedication, and industry leadership recognized at this level is exciting and energizing for our entire team. We look forward to celebrating their ongoing success in the years to come.' Among the finalists for the 2025 Industry Awards are Advyzon, Advyzon Investment Management (AIM), The Oasis Group, EncorEstate Plans, Kwanti, Syntax Data, TaxStatus, and Bogart Wealth, each recognized for their outstanding achievements in advancing the success of financial advisors. This impressive group of finalists reflects the innovation, expertise, and leadership shaping the future of wealth management. Learn more about each of these outstanding finalists and the innovations that earned them this year's recognition below. ADVYZON NAMED FINALIST IN EIGHT CATEGORIES Advyzon provides comprehensive wealth management technology, as well as investment solutions through Advyzon Investment Management (AIM), for independent advisors, financial professionals, and financial institutions. Born from a mission to transform the existing fractured experience for advisors, Advyzon's single-source platform is elegantly simple in explanation and execution, enabling firms to transform client relationships, eliminate operational roadblocks, and scale without limits. The integrated solution seamlessly combines technology and investment management, bringing together all the tools advisors need: portfolio management, performance reporting, trading and rebalancing, web portals, mobile apps, CRM, billing, and secure document storage, along with investment management services and a robust model marketplace from AIM. In 2022, Advyzon launched Advyzon Investment Management (AIM) to provide investment solutions and a model marketplace directly within the Advyzon platform. In 2023, AIM launched the Nucleus Model Marketplace, featuring hundreds of models from the industry's top third-party managers to support SMAs and UMAs alike. Chief Executive Officer of the Year – Hailin Li, Ph.D., CFA Hailin Li, CEO of Advyzon, is a finalist for CEO of the Year for his visionary leadership in transforming Advyzon into a leading all-in-one wealthtech platform for financial advisors. Since founding Advyzon in 2012, Li has overseen the launch of AIM, as well as new institutional and enterprise business lines, expanding the company's reach across every segment of the industry. He has driven innovation with the introduction of products like Auria for family offices and UHNW investors and the release of Advyzon 3.0, featuring an upgraded client portal, enhanced CRM workflows, and advanced AI capabilities. Li's hands-on approach extends to product development and client engagement, while his strategic hires and high-profile partnerships have further strengthened the company's position. Under his guidance, Advyzon's annual conference has doubled in size, and the platform has earned industry accolades for its seamless, internally-built technology. Li's commitment to continuous improvement and client-focused solutions has established Advyzon as a standout in wealth management technology, earning him recognition as a leader in the field. Technology Providers, Client Portals – Advyzon 3.0 Client Portal Delivering a more intuitive and seamless experience for both advisors and clients, the newly enhanced Client Web Portal, part of Advyzon 3.0, has landed the platform in Wealthies finalist status. Advyzon's all-in-one wealthtech solution, built from the ground up on single source code, streamlines client relationship management and business operations for independent advisors. The revamped portal provides secure, anytime access to account information, supports enhanced document sharing, and integrates deeply with Advyzon's suite of tools, empowering advisors to offer more personalized engagement and efficient collaboration. These advancements enable firms to boost efficiency, deliver superior client service, and focus on meaningful client outcomes. Technology Providers, CRM – Upgraded CRM Workflows Transforming the advisor-client experience, Advyzon's enhanced CRM Workflows have earned the platform a spot as a Wealthies finalist. Advyzon's deeply integrated, workflow-centric CRM is embedded throughout its all-in-one technology platform, streamlining client relationship management and day-to-day operations for independent advisors. The latest upgrades offer a unified interface that combines templates, automations, and actions, while tools like the improved Flow Builder, Quick Filters, and Kanban Board make workflow creation and management more intuitive and efficient. Advisors can now access emails, notes, tasks, and workflows directly from each client record, enabling faster, more personalized service and reducing manual tasks. Built from the ground up on single source code, Advyzon's platform empowers firms to operate more efficiently, deliver superior client service, and support ongoing advisor growth. Technology Providers, Rebalancing – Quantum Rebalancer Enhancements Advyzon's fully integrated rebalancer, Quantum®, has been named a Wealthies finalist for revolutionizing how advisors manage trading and rebalancing directly within the platform. Launched in Spring 2022 and built on single source code, Quantum maximizes after-tax wealth with advanced tools for location optimization, cash management, and tax-loss harvesting, while offering customizable trade preferences, robust model management, and automated monitoring. Recent enhancements further streamline portfolio management: Raise Cash Enhancements integrate cash raising with rebalancing, Manual Trading gives advisors greater control and insight into trades, and Blended Model Enhancements provide flexible trade tolerance and location preferences. Deeply integrated with Advyzon's suite of tools, Quantum empowers advisors to efficiently manage portfolios, optimize for client goals, and deliver a seamless, value-driven client experience. Technology Providers, Unified (All-in-One) Systems – Advyzon 3.0 Wealthtech Platform Advyzon has become the leading 'all-in-one' solution for financial advisors, thanks to its comprehensive platform that's been built from the ground up on single source code. Advyzon 3.0 creates a more intuitive experience for advisors and clients, allowing advisors to increase efficiencies and streamline business processes. The updates make it easier for advisors to manage client accounts and ultimately deliver a better client experience. With the creation of investment management, institutional, and enterprise business lines, Advyzon can now serve every industry segment. Advyzon is constantly enhancing its offerings in order to create the most comprehensive, intuitive, and seamless wealthtech platform. Being named a Wealthies finalist builds upon Advyzon earning the highest client satisfaction among All-In-One software for the eighth consecutive year in the 2025 T3/Inside Information Advisor Software Survey. Technology Providers, Model Marketplaces – Nucleus Model Marketplace TAMPS, Model Marketplace – Nucleus Model Marketplace Nucleus, the model marketplace within the Advyzon Investment Management (AIM) platform, has been named a finalist in the model marketplace categories as both a Turnkey Asset Management Program (TAMP) and as a technology provider. It qualified as a finalist in these categories due to the cutting-edge solution designed to empower financial advisors by providing them with access to a wide range of investment models. Nucleus' robust capabilities are a valuable resource for advisors seeking to enhance their investment capabilities and better meet their clients' needs, all while being fully integrated into Advyzon. TAMPs – Tax Optimization and Sphere Platform In 2024, AIM introduced the Tax Optimization Framework, leveraging a sophisticated tax overlay approach to enhance after-tax returns. At its core is AIM's transition optimization engine, which streamlines tax transition strategies to minimize liabilities during portfolio changes. The framework targets tax alpha by focusing on decreasing tax burdens and increasing net returns, while also being designed to reduce turnover and trading costs. Additionally, AIM employs intelligent tax loss harvesting to strategically manage clients' capital gains and optimize tax outcomes. AIM recently announced Sphere, a manager-sponsored platform that provides access to investment models developed by some of the most reputable asset managers in the world. Strategist model and platform fees are substantially decreased, allowing advisors and clients to benefit from institutional-grade strategies at a much lower cost. THE OASIS GROUP NAMED FINALIST IN TWO CATEGORIES The Oasis Group is a leading consultancy in the wealth management industry, helping wealth management and financial technology firms create and focus on their unique value proposition to attract advisors and clients, and ultimately generate higher revenue. The Oasis Group offers award-winning consulting services, industry-leading research, and compelling on-demand training for wealth management firms and the service providers who serve the wealth management industry. With extensive leadership experience in both emerging businesses and mature, established organizations, founder John O'Connell and his team are passionate about helping financial services and technology firms solve their most complex technology and sales challenges, helping clients stay focused on their growth, generate more revenue through great sales processes, build fantastic products by understanding the market and competition, and provide amazing service to their customers and clients. Professional Services Firms, Chief Executive Officer of the Year – John O'Connell John O'Connell, founder and CEO of The Oasis Group, is a Wealthies finalist recognized for his visionary leadership and impactful contributions to the wealth management industry. With over 30 years of experience in fintech and consulting, O'Connell has built Oasis into a premier consultancy specializing in technology, cybersecurity, and strategic guidance for wealth management and fintech firms. Under his direction, Oasis launched pioneering initiatives such as the AI WealthTech Map and the Vantage Point Peaks Research series, providing critical insights that help firms navigate complex technology decisions. O'Connell's thought leadership, highlighted by over 60 published articles, keynote speeches at major industry conferences, and the 2024 ThinkAdvisor Luminaries Award, has positioned him as a trusted voice driving innovation, security, and smarter technology investments across the industry. His passion for educating and empowering financial professionals continues to shape the future of wealth management technology. Industry Research Providers – Peaks Research and AI Wealthtech Map The AI WealthTech Map, a first-of-its-kind, regularly updated resource that helps firms discover leading AI solutions, and the debut of the Vantage Point Peaks Research series, which delivers in-depth, objective competitive analysis on service providers landed another finalist nod for Oasis. The research, including a comprehensive study of the RIA and BD custodian market, empowers executives with empirical, unbiased insights to make informed technology and service decisions. Under CEO John O'Connell's leadership, Oasis has been recognized for thought leadership and education, earning top consultancy honors and industry awards while expanding its newsletter subscriber base to over 100,000. Through research, consulting, and educational initiatives, Oasis drives innovation, enhances security, and supports wealth management firms in navigating an evolving technology landscape. ENCORESTATE PLANS NAMED FINALIST IN TWO CATEGORIES EncorEstate Plans is a modern estate planning platform built for financial advisors. Encore empowers advisors to offer attorney-quality estate plans as well as a fully turnkey deed recording solution through a fully digital, customizable experience. Designed for scale, ease, and compliance, the platform enables advisors to deepen relationships, retain assets, and expand their value proposition without requiring legal expertise. Advisors can guide clients through the creation of key estate documents in all 50 states, with workflows tailored to fit seamlessly into their existing practice. Encore's white-labeled solution enhances client engagement and delivers a high-touch experience under the advisor's brand. Trusted by wealth management firms nationwide, Encore is redefining how estate planning is delivered by making it accessible, efficient, and essential to holistic wealth management. Estate Planning Implementation – Standalone Deed Service EncorEstate Plan's Standalone Deed Service is a Wealthies finalist for addressing one of the most persistent gaps in estate planning: ensuring trusts are properly funded with real estate. Previously available only for plans created within Encore, this enhancement, launched in February 2025, now allows advisors to prepare and record deeds for any estate plan, regardless of origin. Available in 95% of U.S. counties, the service provides a fully turnkey process that eliminates the need for clients to rely solely on attorneys for trust funding, a step that industry estimates show is often missed in 30–60% of cases. By enabling advisors to handle deed preparation and recording, the Standalone Deed Service empowers them to close a critical implementation gap, protect clients' assets, and ensure that estate plans are truly effective. With strong early adoption and over 2,300 deed recordings facilitated in 2024, this enhancement is helping advisors deliver lasting impact and greater peace of mind to clients with both new and existing estate plans. Estate Planning Trusts – Streamlined Trust Digitization and Restatement EncorEstate Plan's Streamlined Trust Digitization and Restatement feature is a Wealthies finalist for its transformative approach to estate planning. This enhancement allows advisors to upload a client's existing trust documents and instantly receive a clear, visual summary, eliminating the need to decipher dense legal language. Advisors can then restate or amend specific sections of the trust in minutes, preserving the legal continuity of the original document and avoiding the need to re-title assets. By digitizing and summarizing legacy estate plans, the platform saves firms significant time, accelerates client decision-making, and enables precise updates without recreating entire plans. The result is a scalable, advisor-driven workflow that empowers proactive, ongoing trust maintenance, strengthening advisor-client relationships, reducing risk, and ensuring estate plans remain aligned with clients' evolving goals. This innovation turns estate planning from a one-time event into an ongoing, approachable process, making trust maintenance as seamless as trust creation. KWANTI NAMED FINALIST IN TECHNOLOGY PROVIDER, PORTFOLIO ANALYTICS PLATFORM ENHANCEMENTS CATEGORY Founded by Christophe Gauthron, CFA® and based in San Francisco, Kwanti is a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and more by delivering portfolio analysis, investment performance data, stress testing, and proposals. The intuitive interface allows advisors to balance serving clients well and managing portfolios with data-driven expertise by combining powerful analytics and proposal generation designed to optimize time and resources. Kwanti enables advisors with talking points and puts data behind advisors' recommendations, letting advisors see performance and allocation, risk factors, holdings that contribute to success, and opportunities to reimagine a portfolio. Kwanti's multiple enhancements over the past year have helped it be named a finalist for the Technology Provider Portfolio Analytics Platform Enhancements category. These new enhancements include an enhancement to their existing integration with Advyzon, a new integration with Betterment for Advisors, the addition of the Risk Profiling tool, and the launch of xPDF. SYNTAX DATA NAMED FINALIST IN TECHNOLOGY PROVIDER, DIRECT INDEXING CATEGORY Syntax Data is a financial data and technology company that codifies business models into a relational system called Affinity® Data. Using its patented FIS® technology inspired by systems sciences, Affinity® Data offers the most comprehensive, granular, and accurate product line revenue data available on public companies in the market. This technology is leveraged to classify and analyze private markets at scale. The Syntax Direct Platform, launched last year, has landed Syntax a spot as a finalist for the Technology Provider Direct Indexing category. The platform is a seamless front-to-back solution that covers every step of the index development process, from custom indexed portfolio creation to the immediate production of daily index files that support efficient asset management. Key features of Syntax Direct support performance analysis, compliance requirements, marketing and record keeping. TAXSTATUS NAMED FINALIST IN TECHNOLOGY PROVIDERS, SPECIALIZED PLANNING APPLICATIONS CATEGORY TaxStatus provides consent-based IRS tax data, continuous IRS account monitoring, and unparalleled planning insights for advisors and their clients. The groundbreaking fintech platform enables advisors to securely and accurately obtain permission-based individual, trust, and business IRS tax records for any client or prospect. The recently-launched Financial Baseline Report has earned TaxStatus a spot as a finalist in the Technology Providers Specialized Planning Applications category. The platform provides advisors with secure, consent-based access to IRS tax data for individuals, trusts, and businesses, along with continuous account monitoring and advanced planning insights. The new report, which streamlines the onboarding process by consolidating critical financial and tax information, provides a detailed and comprehensive financial picture for any taxpayer into a single, comprehensive summary. In minutes, advisors can see important data, such as household members, adjusted gross income (AGI), effective tax rates, every income source, mortgages, deductions, and the taxpayer's status with the IRS. Advisors can access information on retirement account balances and contributions. By leveraging up to ten years of verified IRS data, TaxStatus empowers advisors to enhance efficiency, improve client outcomes, and simplify financial planning. JAMES BOGART NAMED FINALIST IN THOUGHT LEADER OF THE YEAR, INDIVIDUAL RIA FIRMS CATEGORY By delivering deep insights on personal finance topics and demonstrating broad industry expertise, James Bogart, Founder and CEO of Bogart Wealth, stands out as a finalist in the Individual RIA Firms Thought Leader of the Year category. Bogart is a sought-after speaker, recently featured on ThinkAdvisor's podcast highlighting ThinkAdvisor Luminaries Finalists, where he shared the firm's philosophy on education and its pivotal role in empowering investors, pre-retirees, and the next generation of advisors. His thought leadership has been featured in major financial publications such as Barron's, Yahoo! Finance, InvestmentNews, and Financial Planning. Barron's recently profiled Bogart and Advisor Growth Track (AGT), the proprietary in-house training program he has built from the ground up. AGT reflects Bogart's commitment to developing quality fiduciary talent for the benefit of both clients and the broader industry. Bogart Wealth's momentum is further supported by a minority, long-duration investment from Constellation Wealth Capital, enhancing the firm's client services, technology solutions, recruitment initiatives, and marketing activities. Over the past five years, Bogart Wealth has more than quadrupled assets under management organically. In the last 18 months alone, the firm has hired 10 new employees, received 14 awards and recognitions, achieved 26.25% revenue growth, 23.1% client growth, and expanded into three new markets, while maintaining a 13.7% market share in existing regions. Additionally, the firm recently welcomed Jeffrey Fuhrman as President, an experienced industry executive formerly with Coastal Bridge Advisors within the Focus Financial Partners network, further strengthening the leadership team and positioning Bogart Wealth for continued success. ABOUT THE INDUSTRY AWARDS Known as 'The Wealthies,' the Industry Awards is the only awards program of its kind that celebrates the companies, individuals, and organizations demonstrating outstanding achievement in support of financial advisor success. Now in its 11th year, the program shines a spotlight on the most innovative firms and industry leaders who are making a meaningful difference in the daily work of financial advisors. The awards are led by David Armstrong and evaluated by an independent panel of esteemed industry judges. A record-breaking 1,209 entries were submitted for the 2025 awards from more than 400 companies, with nearly 300 organizations named finalists across firm and individual categories. This year, 120 unique companies distinguished themselves with multiple finalist selections, underscoring the depth of innovation and leadership in the industry. Beyond recognition, the award competition offers participating firms valuable validation and visibility, amplifying their brand and reinforcing their commitment to advisor success. ABOUT IMPACT COMMUNICATIONS Founded in 1993 by Marie Swift, who previously served as Director of Corporate Communications for a nationally-known wealth management firm and the regional office of one of the country's largest independent broker/dealers, Impact Communications works with a select group of wealthtech companies, financial institutions such as custodians and independent broker/dealers, RIA networks and membership organizations, OSJs, allied consulting entities, wealth management firms, and independent advisors. Private coaching, on-camera training, branding and customized websites, content creation, and personalized media strategies enable Impact clients to achieve their overarching goals. The company's 3-D Framework is integral to Impact Communications' identity and long-standing success in supporting financial advisory firms and related companies with customized marketing and communication strategies. Impact Communications' 3-D Framework stands for Dedicated, Discerning, and Driven. This framework has guided the company's strategy and standards since its founding. It reflects the qualities the firm embraces to serve its clients effectively, focusing on professionalism, thoughtful decision-making, and strong motivation to achieve client success. Impact Communications uses this framework as a core principle in their marketing and PR services, helping clients build strong brands and reputations in the financial services industry. Much like its stellar list of award-winning clients, Impact Communications has been on the receiving end of many industry awards and public recognition. View client endorsements and additional information here:
Business Wire
07-08-2025
- Business
- Business Wire
Advyzon Investment Management Launches Sphere, Featuring Professionally Managed Model Portfolios with Zero Strategist Fees
CHICAGO--(BUSINESS WIRE)-- Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, today announced the launch of Sphere, a manager-sponsored platform providing a curated hub of professionally managed portfolios. Sphere allows financial advisors and their clients to benefit from institutional-grade models and investment strategies with zero strategist fees. 'Sphere isn't just another investment platform – it's our commitment to democratizing access to sophisticated investment strategies.' 'We're thrilled to introduce Sphere to the market because it represents a fundamental shift in how advisors can access institutional-quality investment management,' said Alex Riedel, Managing Director, Head of Client Portfolio Management at AIM. 'While others in the industry have zero strategist fees, we've gone a step further by significantly reducing platform and trading fees. In doing so, we're removing one of the biggest barriers that has prevented many advisors from offering their clients professionally managed model portfolios: cost.' 'Sphere isn't just another investment platform – it's our commitment to democratizing access to sophisticated investment strategies,' said Lee Andreatta, CEO of AIM. 'This launch aligns perfectly with our mission to empower advisors through technology, and we believe Sphere will be transformative for advisors who want to deliver exceptional investment outcomes without the traditional cost burden.' Sphere will initially launch with six managers: Franklin Templeton, Zacks Investment Management, VanEck, Innovator Capital Management, Potomac, and Janus Henderson Investors. 'Franklin Templeton leverages cutting-edge strategies and deep industry insights to unlock opportunities to help grow wealth,' said Sam Marciano, Head of SMA Distribution at Franklin Templeton. 'We believe success requires more than just expertise – it demands powerful partnerships. Our launch on Advyzon's Sphere platform underscores our ongoing commitment to expanding our reach within the advisor community and delivering professionally managed model portfolios that provide advisors with a broad array of compelling options to help meet their clients' investment goals.' Sphere is designed to help advisors achieve scale with sophisticated, professionally managed model portfolios from industry-leading strategists, streamlining and enhancing the overall value of an advisor's practice. Advisors on the Sphere platform will receive: Professional Portfolio Management: Ongoing asset allocation, manager selection, and dynamic adjustments from prestigious asset managers and specialized boutique firms. Comprehensive Strategy Options: Extensive investment approaches including traditional, tax-sensitive, alternative investments, inflation-fighting real assets, and tactical allocation solutions. Flexible Account Support: Solutions for all account types and sizes, from tax-sensitive non-qualified accounts to sophisticated large accounts with global diversification. Industry-Leading Cost Savings: Zero strategist fees plus exclusive lower platform and trading fees that deliver comprehensive savings. Complete Operational Support: Professional trading, reporting, and billing services that allow advisors to focus on client relationships rather than portfolio management. 'Zacks Investment Management is very excited to be a part of Advyzon's new model program,' said Greg Murphy, Managing Director of National Sales at Zacks. 'It was clear to us that Advyzon is an industry leader in providing comprehensive wealth management technology to financial advisors, and a firm that Zacks wanted to partner with. The launch of Sphere provides financial advisors and RIAs an end-to-end solution that will create practice management efficiencies, while also giving them access to cost efficient money management.' AIM's managed portfolio solutions and white-glove service model allow advisors to achieve operational efficiencies along with curated investment selection and modeling – empowering advisors to work on their business, not in it. Sphere is the latest addition to AIM's proven track record alongside the award-winning Nucleus Model Marketplace, which is regularly enhanced with new models, asset managers, and solutions for SMAs/UMAs, including detailed sleeve-level reporting and trading capabilities. To learn more about Sphere, please click here. For more information about utilizing the Sphere platform, please contact Sales@ Advyzon is a unified wealth management platform built on modern, proprietary architecture for financial advisors, wealth management firms, broker-dealers, and family offices. Founded by CEO Hailin Li, Ph.D., CFA ®, Advyzon integrates portfolio management, performance reporting, trading, CRM, billing, and document storage within a single source platform, as well as investment solutions through Advyzon Investment Management (AIM). With 50% of its team dedicated to engineering and product development, Advyzon focuses on continuous innovation based on user feedback and industry needs. Advyzon serves various segments of the financial services industry through specialized solutions, including Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices and ultra-high-net-worth clients. For more information, visit and AIM is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon ('Advyzon'). All references to investment advisory services are provided by AIM, while technology and administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Professionals employed by Advyzon may refer qualified Advisory Firms to AIM. If a referred Advisory Firm engages AIM's services, the referring professional will receive a referral fee. Statements made in this communication that indicate approval, support, or recommendation of AIM are considered endorsements. These endorsements are made by representatives of Franklin Templeton and Zacks Investment Management who are not current clients of AIM. No cash compensation was paid to these parties for their statements; however, these parties receive economic benefit as a result of their participation in the Sphere platform.
Associated Press
03-06-2025
- Business
- Associated Press
Advyzon Appoints Clark Richards, Seasoned Industry Executive, as Vice President of Client Success
CHICAGO--(BUSINESS WIRE)--Jun 3, 2025-- Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently introduced Clark Richards to the team as Vice President of Client Success. In this strategic leadership role, Richards will oversee Advyzon's client-facing teams, including customer support, onboarding/implementation, and relationship management. These teams exhibit a consistent commitment to excellence in customer service, and Advyzon is excited about the client service capabilities under his leadership. The addition of Richards underscores Advyzon's unwavering commitment to delivering a seamless, transformative experience for its users – while reinforcing a company culture that prioritizes excellence and innovation across its coast-to-coast US-based service team. His extensive experience in client engagement, team leadership, and enterprise relationship strategy will play a key role in Advyzon's continued forward momentum with its rapidly growing client base, which now exceeds 2,100 advisory firms. 'I'm so excited to join Advyzon and to lead our client-facing teams during this period of exponential growth,' said Richards. 'Advyzon has built something truly remarkable, and I'm excited to bring my background working with enterprise clients and contribute to Advyzon's ongoing growth and achievements.' Richards joined Advyzon in May 2025, bringing more than 14 years of experience in client relationship management and team leadership within the financial technology sector. Prior to joining Advyzon, he spent 12 years at Envestnet | Tamarac, where he held a range of leadership roles across operations, product support, data onboarding, and data aggregation. Most notably, he led the relationship management team, focusing on the firm's largest and most strategic client relationships. He later joined Juniper Square, a fintech solution that provides a unified solution across the investment lifecycle, where he helped establish and grow their relationship management function, with an emphasis on client retention and scalable growth strategies. 'Clark's depth of experience and thoughtful leadership approach aligns perfectly with our mission to provide both powerful technology and an exceptional experience,' said Hailin Li, founder and CEO of Advyzon. 'We're thrilled to welcome him as we continue to scale and innovate in support of our advisor clients.' Advyzon's growing roster of talent demonstrates a dedication to client service which is an integral part of Advyzon's success. Advyzon's culture and commitment was recently recognized by American Banker, which named Advyzon one of the Best Places to Work in Fintech 2025 – Advyzon's fourth time making the prestigious list. ABOUT ADVYZON Advyzon is a unified wealth management platform built on modern, proprietary architecture for financial advisors, wealth management firms, broker-dealers, and family offices. Founded by CEO Hailin Li, Ph.D., CFA ®, Advyzon integrates portfolio management, performance reporting, trading, CRM, billing, and document storage within a single source platform, as well as investment solutions through Advyzon Investment Management (AIM). With 50% of its team dedicated to engineering and product development, Advyzon focuses on continuous innovation based on user feedback and industry needs. Advyzon serves various segments of the financial services industry through specialized solutions, including Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices and ultra-high-net-worth clients. For more information, visit and source version on CONTACT: Media Contact: Jonny Swift Impact Communications, Inc. 913-649-5009 [email protected] KEYWORD: ILLINOIS NEW YORK UNITED STATES NORTH AMERICA INDUSTRY KEYWORD: DATA ANALYTICS FINANCE ASSET MANAGEMENT CONSULTING BANKING ACCOUNTING PROFESSIONAL SERVICES FINTECH SOURCE: Advyzon Copyright Business Wire 2025. PUB: 06/03/2025 07:03 AM/DISC: 06/03/2025 07:02 AM
Business Wire
03-06-2025
- Business
- Business Wire
Advyzon Appoints Clark Richards, Seasoned Industry Executive, as Vice President of Client Success
CHICAGO--(BUSINESS WIRE)-- Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently introduced to the team as Vice President of Client Success. Advyzon has built something truly remarkable, and I'm excited to bring my background working with enterprise clients and contribute to Advyzon's ongoing growth and achievements. In this strategic leadership role, Richards will oversee Advyzon's client-facing teams, including customer support, onboarding/implementation, and relationship management. These teams exhibit a consistent commitment to excellence in customer service, and Advyzon is excited about the client service capabilities under his leadership. The addition of Richards underscores Advyzon's unwavering commitment to delivering a seamless, transformative experience for its users – while reinforcing a company culture that prioritizes excellence and innovation across its coast-to-coast US-based service team. His extensive experience in client engagement, team leadership, and enterprise relationship strategy will play a key role in Advyzon's continued forward momentum with its rapidly growing client base, which now exceeds 2,100 advisory firms. 'I'm so excited to join Advyzon and to lead our client-facing teams during this period of exponential growth,' said Richards. 'Advyzon has built something truly remarkable, and I'm excited to bring my background working with enterprise clients and contribute to Advyzon's ongoing growth and achievements.' Richards joined Advyzon in May 2025, bringing more than 14 years of experience in client relationship management and team leadership within the financial technology sector. Prior to joining Advyzon, he spent 12 years at Envestnet | Tamarac, where he held a range of leadership roles across operations, product support, data onboarding, and data aggregation. Most notably, he led the relationship management team, focusing on the firm's largest and most strategic client relationships. He later joined Juniper Square, a fintech solution that provides a unified solution across the investment lifecycle, where he helped establish and grow their relationship management function, with an emphasis on client retention and scalable growth strategies. 'Clark's depth of experience and thoughtful leadership approach aligns perfectly with our mission to provide both powerful technology and an exceptional experience,' said Hailin Li, founder and CEO of Advyzon. 'We're thrilled to welcome him as we continue to scale and innovate in support of our advisor clients.' Advyzon's growing roster of talent demonstrates a dedication to client service which is an integral part of Advyzon's success. Advyzon's culture and commitment was recently recognized by American Banker, which named Advyzon one of the Best Places to Work in Fintech 2025 – Advyzon's fourth time making the prestigious list. ABOUT ADVYZON Advyzon is a unified wealth management platform built on modern, proprietary architecture for financial advisors, wealth management firms, broker-dealers, and family offices. Founded by CEO Hailin Li, Ph.D., CFA ®, Advyzon integrates portfolio management, performance reporting, trading, CRM, billing, and document storage within a single source platform, as well as investment solutions through Advyzon Investment Management (AIM). With 50% of its team dedicated to engineering and product development, Advyzon focuses on continuous innovation based on user feedback and industry needs. Advyzon serves various segments of the financial services industry through specialized solutions, including Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices and ultra-high-net-worth clients. For more information, visit and AIM is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon ('Advyzon'). All references to investment advisory services are provided by AIM, while technology and administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Professionals employed by Advyzon may refer qualified Advisory Firms to AIM. If a referred Advisory Firm engages AIM's services, the referring professional will receive a referral fee.
