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Kartik Srinivasan bounces back from highly publicized Schwab layoff to work with a Morningstar 'mafia' of old colleagues at Advyzon to supercharge software offerings

The Morningstar mafia reintegrated one of its own into the brotherhood with new weapons, a Big Five mandate and every incentive to succeed.

Author Lisa Shidler March 6, 2024 at 11:53 PM
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Kartik Srinivasan: It’s more of like a brand-new business - everything from product and sales, marketing, to go to market, all of that.
Brooke Southall and Keith Girard contributed to the editing of this article.

James T Elios

James T Elios

March 7, 2024 — 6:36 PM
As a current user of Orion, the announcement of a price increase was certainly unwelcomed. There does not exist a great alternative to consolidate databases and application for a truly "streamlined" tech stack for small to mid level RIA's. I have a solution- Advyzon please combine with Wealthbox- it does not matter who buys who. It would make an excellent solution. Also Advyzon should offer a more robust "Model Market Center" to compete with Schwab's iRebal. Let the consolidation and M&A continue!

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