Tech Industry Veteran Kartik Srinivasan Joins Advyzon Institutional as President

Tech industry veteran Kartik Srinivasan, formerly associated with Charles Schwab, has recently been appointed as the President of the newly established business unit at Advyzon, known as Advyzon Institutional. Srinivasan brings over two decades of experience to this role, having served in diverse tech positions at prominent firms.

During his tenure at Charles Schwab, Srinivasan held a crucial position as Managing Director, Digital Advisor Solutions, where he significantly contributed to enhancing digital experiences for independent advisors. He played a key role in the integration process following the TD Ameritrade and Charles Schwab merger. Prior to his time at Schwab, Srinivasan spent more than 12 years at Morningstar, honing his expertise in the financial services industry.

At Advyzon, Srinivasan’s primary focus will be on spearheading the development of new product and service offerings tailored to meet the evolving requirements of advisors catering to more complex clients.

Expressing his enthusiasm about joining Advyzon, Srinivasan stated, ‘I am so excited to join Advyzon and bring my two decades of experience serving independent advisors and helping them grow their businesses profitably.’

With Advyzon’s reputation for innovation and its position as a leading all-in-one platform for advisors, Srinivasan looks forward to expanding into new markets and addressing the increasingly unique and intricate needs of advisors and their clients.

Recently appointed as President of Enterprise Sales at Advyzon is Dave Goes, who boasts over 18 years of experience at Morningstar, where he served in various roles, including Senior Vice President of Product and Business Development.

Both Srinivasan and Goes are anticipated to bring fresh perspectives and drive growth at Advyzon, marking a significant milestone for the firm’s expansion plans.