Kartik Srinivasan

Innovative, inquisitive, and passionate leader with two decades of experience at Fortune 500 and publicly held companies specializing in wealth management, custody, and fintech, catering to the needs of independent advisors/RIAs. Known for ability to build products and initiatives from the ground-up, forging strong partnerships and connections to navigate and thrive in the dynamic fintech landscape.• Strong Digital Product Management & Technology Leadership. Possesses a unique blend of industry knowledge, combining expertise in the independent advisor space with a deep understanding of the technology needs essential to support advisors and the broader fintech ecosystem. • Relationship Management & Partnership. Cultivated and managed relationships with CEOs, founders, and leaders of mid-to-large companies in wealth management and fintech. Built partnerships and integrations between leading providers in the advisor tech ecosystem.• Transformation & Change. Deep experience delivering transformative strategies, driving organizational change, and managing complex initiatives within companies undergoing multiple acquisitions. Areas of expertise:Building and leading great teams and companiesDigital product managementAPI and Data strategyBusiness developmentGo-to-market strategyProduct/technology strategyDisclosure:Advyzon Investment Management LLC (“AIM”) is a registered investment adviser and a wholly owned subsidiary of yHLsoft Inc., doing business as Advyzon (“Advyzon”). This profile is maintained by an employee of AIM or Advyzon. Advyzon is a financial technology company and does not provide investment advisory services. Advyzon provides certain technology, operational, and administrative support services to AIM, but does not itself provide investment advice or act as an investment adviser. This profile and any related content are provided for informational purposes only and should not be construed as investment, legal, or tax advice, or as an offer to provide advisory or technology services. Any statements, views, or opinions expressed are those of the individual and do not necessarily reflect the views of AIM, Advyzon, or their affiliates, unless expressly stated otherwise. AIM’s services are offered through arrangements with unaffiliated Advisory Firms and are only available to clients of these Advisory Firms. Professionals employed by our parent company, yHLsoft Inc. may refer qualified Advisory Firms to AIM. If a referred Advisory Firm engages AIM’s services, the referring professional will receive a referral fee.