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Kartik Srinivasan Joins Advyzon as President of Advyzon InstitutionalKartik Srinivasan Joins Advyzon as President of Advyzon Institutional

Former Schwab Executive, Kartik Srinivasan, discusses exciting new role and vision for Advyzon Institutional.

March 19, 2024

 

 

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In a significant move signaling growth and innovation, Advyzon welcomed Kartik Srinivasan to its team during their inaugural conference. Srinivasan brings a wealth of experience from his tenure in the wealthtech and fintech sectors, drawn to Advyzon by its consistent top ratings as an all-in-one software provider and its entrepreneurial spirit in serving the financial advisory space. In his new role, Srinivasan will be tasked with heading Advyzon Institutional, a brand new business aimed at addressing the evolving needs of complex advisory firms and their high-net-worth clients.