Kartik Srinivasan
President, Advyzon Institutional | Building the most comprehensive tech platform for advisors and wealth managers
- Role
- President, Advyzon Institutional at Advyzon
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About 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. • Leadership Effectiveness. Skilled at attracting and retaining top talent, maintaining the highest team engagement levels consistently in the 99th percentile. Recognized for cultivating a positive and collaborative work atmosphere, exemplifying competence, consistency, and empathy as a leader.Areas of expertise:Building and leading great teams and companiesDigital product managementAPI and Data strategyBusiness developmentGo-to-market strategyStrategic partnershipsProduct/technology strategy
Experience
President, Advyzon Institutional
Feb 2024 — Present · Denver, CO, US
Responsible for the Institutional business line at Advyzon where we offer products and solutions to wealth managers serving UHNW clients. Clients include single family offices, multi family offices, RIAs serving UHNW families, Enterprise UHNW segment and foundations/endowments-Offerings in the Institutional segment include Auria and Alternatives Data Management Service
Education
Wharton Executive Education
Securities Industry Institute executive leadership program, Financial Services
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Economics, Entrepreneurship and Strategic Management
Wisconsin School of Business
Bachelor of Business Administration - BBA, Finance and Economics
Skills
- Product Management
- Mutual Funds
- Strategic Leadership
- Strategic Partnerships
- Wealth Management
- Financial Services
- Marketing Strategy
- Financial Advisory
- Investment Advisory
- Portfolio Management
- Investments
- Morningstar
- Building Relationships
- Morningstar Office
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