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Advyzon Appoints Samantha Schwimmer as Chief Marketing Officer.

PRIVATEAug 14, 2024

Position

Chief Marketing Officer

Company

Advyzon

Samantha Schwimmer
samantha.schwimmer@advyzon.com
United StatesFinancial ServicesSoftwareArtificial IntelligenceFinanceFintech

Description

Advyzon has announced the appointment of Samantha Schwimmer as Chief Marketing Officer.

Quick answer

Advyzon Appoints Samantha Schwimmer as Chief Marketing Officer. (August 14, 2024). Advyzon is based in United States.

Who is the new Chief Marketing Officer at Advyzon?
Advyzon named Samantha Schwimmer Chief Marketing Officer, announced August 14, 2024.
What did Advyzon announce on August 14, 2024?
Advyzon has announced the appointment of Samantha Schwimmer as Chief Marketing Officer.
What does Advyzon do?
Advyzon is a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers.
Where is Advyzon based?
Advyzon is based in United States.
Which similar companies made leadership changes around the same time?
Mastercard (August 24, 2024), CAIS (September 5, 2024), Beeline Holdings (July 19, 2024) and Robinhood Markets, Inc. (August 12, 2024) also announced leadership changes within 45 days of Advyzon.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Advyzon, and when

A new leader at Advyzon brings new priorities and often new vendors. The first weeks are when they listen.

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Company Information

Company

Advyzon

Location

United States

About

Advyzon is a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers. The company has recently announced key enhancements to its next-generation platform, including new mobile app, workflow automations, artificial intelligence capabilities, and rebalancing tax optimizations.

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Advyzon changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.