Advyzon Strengthens Leadership Team with New Vice President of Client Success

Advyzon, a prominent technology platform and portfolio management solution for financial advisors and investment managers, has announced the appointment of Clark Richards as its new Vice President of Client Success. This strategic hire underscores Advyzon's commitment to delivering exceptional service and innovative solutions to its growing client base, which now encompasses over 2,100 advisory firms.

Richards joins Advyzon with a robust background of over 14 years in client relationship management and team leadership within the financial technology industry. His prior experience at Envestnet | Tamarac and Juniper Square has endowed him with a profound understanding of client engagement and scalable growth strategies, positioning him as a key asset to the Advyzon team.

In his capacity as Vice President of Client Success, Richards will lead all client-facing teams, including those responsible for customer support, onboarding, and relationship management. His leadership is anticipated to elevate Advyzon's already stellar reputation for customer service excellence and innovation. Richards shared his enthusiasm about his new role, stating, 'I'm excited to join Advyzon and contribute to its ongoing growth and achievements.'

Hailin Li, Advyzon's founder and CEO, welcomed Richards to the team, highlighting how his expertise and leadership style are in perfect alignment with the company's mission. Advyzon's dedication to client service and innovation has not gone unnoticed, as evidenced by its recognition by American Banker as one of the Best Places to Work in Fintech 2025.

This appointment is a clear indication of Advyzon's focus on providing a seamless and transformative experience for its users, further cementing its status as a leader in the financial technology industry. With Richards leading the charge in client success, Advyzon is well-positioned for sustained growth and innovation, reaffirming its dedication to serving the financial advisory community with unparalleled excellence.