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Advyzon Investment Management Appoints Scott Smith as Chief Revenue Officer (CRO)

PRIVATEJun 04, 2024

Position

Chief Revenue Officer

Company

Advyzon

Scott Smith
scott.smith@advyzon.com
United StatesFinancial ServicesSoftwareArtificial IntelligenceFinanceFintech

Description

Advyzon Investment Management (AIM) has announced the hiring of Scott Smith as Chief Revenue Officer (CRO). Smith, an accomplished executive in the financial services industry with over 20 years of experience, will oversee sales, marketing, pricing, and revenue management, focusing on continued growth and success of AIM.

Quick answer

Advyzon Investment Management Appoints Scott Smith as Chief Revenue Officer (CRO) (June 4, 2024). Advyzon is based in United States.

Who is the new Chief Revenue Officer at Advyzon?
Advyzon named Scott Smith Chief Revenue Officer, announced June 4, 2024.
What did Advyzon announce on June 4, 2024?
Advyzon Investment Management (AIM) has announced the hiring of Scott Smith as Chief Revenue Officer (CRO). Smith, an accomplished executive in the financial services industry with over 20 years of experience, will oversee sales, marketing, pricing, and revenue management, focusing on continued growth and success of AIM.
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?
MindBridge (June 4, 2024), DailyPay (May 28, 2024), Nucleus Software (May 28, 2024) and Treasure Global (June 14, 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.

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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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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.