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Advyzon

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Articles tagged "Advyzon"

Reed Colley: Orion Denali AI is the cornerstone of Orion’s future – a future where every facet of wealth management is powered by intelligence.

Oct 30, 2025

RIAs beta-test Denali, Orion's 'future' • Altruist AI goes upscale • Fidelity revenues soar; weeds out ETF flops • Envestnet nets new CTO • DPL, Robinhood hit milestones • Schwab now inside Advyzon software • Wisz & Fava back start-up • eMoney launches mass affluent 'Plan B' • Trump biz adds betting

Fidelity is in sweet spot, doing it all • Orion is testing its new cornerstone tool, but it won't reveal pricing until 2026 • AUM milestones hit • Advyzon lands Schwab deal • RIA big-hitters back start-up • eMoney is plotting downmarket growth • Trump follows Robinhood's lead • Joe Lonsdale wants pardon policy changed.

Kevin Hughes: Our customers are willing to use Advyzon financial planning. They have voiced this quite a bit.

Oct 16, 2025

Advyzon's new financial planning software runs headlong into a 'saturated market,' but CEO Hailin Li says two key hires will lead 'go-to-market' strategy

MoneyGuidePro veterans Kevin Hughes and Tony Leal have joined the firm as it shoots for a share of 2,300 advisors leaving Morningstar Office in early 2026.

Steve Leivent: We have already captured ... the vast majority of larger users.

Aug 26, 2025

In mad scramble for Morningstar lame ducks, Black Diamond claims 400 RIA wins, including 100 up-and-running, but Advyzon is also on a roll, reporting 90% close rate on pitches

Black Diamond also boasts winning 'majority' of larger 'Office' clients with data and discount deals, yet the battle rages for hundreds of other firms.

Michael Kitces: The most significant shift in the advent of model marketplaces is that it decomposes TAMPs.

Aug 19, 2025

RIAs are starting to embrace 'model' portfolios, pressuring the status quo proprietary model of giants like BlackRock, Vanguard and Capital Group and making TAMPs emphasize back office support

Wirehouse brokers and IBD reps have already driven trillions in assets to 'models' but if RIAs -- and specialized 'RIA' model suppliers jump in, a $13 trillion market is projected by 2029

Natalie Wolfsen: We were the scrappy builders... that hasn't changed.

Aug 9, 2025

Orion's prideful 'cementing' release and its '$5-trillion' milestone prompts rivals -- Black Diamond, Tamarac, Addepar, Advyzon -- to counter with performance data and stories of triumph and momentum of their own

The top four performance software makers have grown their administered assets by an average of 177.6% in the last five years, but it's still a horse race when it comes to 2030 and beyond

Clark Richards: I'm deeply impressed by Advyzon's remarkable growth trajectory.

Jul 18, 2025

Advyzon's latest play to achieve Envestnet-level success is to hire chief success officer from the company

Clark Richards spent 12 years at the $6.5 trillion-AUA company that counts 111,000 advisors as users of software, investmewnts or both

Hailin Li: Advyzon often gets unsolicited investment inquiries and acquisition offers but is not for sale.

May 17, 2025

Advyzon founder and CEO confirms receiving 'unsolicited' interest from M&A suitors and capital providers, and Charles Schwab Corp has emerged as potential suitor, driven by its RIA side, a source says

Hailin Li issued a detailed response to an RIABiz query acknowledging his company causes merger hearts to flutter, but he stands pat: 'not for sale'

Stephanie Lerdall: Morningstar will receive a minority share of the contract revenue.

Feb 19, 2025

Morningstar is shuttering 'Office' in 2026 and steering its orphaned RIAs to Black Diamond to get revenue cut in deal -- but Advyzon and Orion aren't planning to get cut out

The Chicago company finally got its RIA software into the cloud in 2018 but got out-invested by cloud-based rivals -- and now it's 'open season' on soon-to-be orphaned RIAs.

Jun 7, 2024

Altruist is CTO-less, for now, quasi-intentionally, it says • Ex-rival exec hired to jumpstart cross-selling Orion products to enterprise clients • BlackRock tops Grayscale • Facet outsources estate plans • Advyzon profits off Goldman exodus • Dan Wiener's RIA has new CEO • CFP count tops 100k

Shiralker out at Altruist • Orion gives Trevor Noble his cause • Bitcoin has a new fund king • Software maker benefits from Goldman custody exec. churn • Carson Group denies lawsuit • Merge of Wiener's old shop complete • 100,000th CFP named.

Mar 6, 2024

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.

Brian McLaughlin: We do not want to disrupt service quality..

Mar 2, 2024

Orion surprises RIAs with 8.9% price jump, effective April 1 (no joke!); blames 'extreme inflation' -- a possible boon for upstart competitors

Orion President Brian McLaughlin used snail mail to break the news and explain necessity; Omaha, Neb., firm is sharing in the pain of data price increases.

Larry Fink didn't not get Credit Suisse added to BlackRock's trophy case because, maybe, it didn't try.

Mar 25, 2023

Biz Briefs: Vanguard's tax-loss harvest yields a caveat• Vermont green with envy ... of red states? • CFP Board spends $12 million on bungee metaphor • BlackRock isn't neutral on Credit Suisse • Women are the Goliath of 'David' in UK finance

Tax-loss harvest gains may have some home assembly required, says Jeff DeMaso • Adrian Johnstone is now in the driving seat at Practifi • CFP Board spending just topped $150 million • and Vermont shares some Texas thinking on ESG investing.

George Tamer: Portfolio management is a mature category, but the opportunity to innovate remains massive.

Jun 2, 2022

An unprecedented wave of 'disruptive' competitors are challenging 'The Big Four' RIA performance reporting firms by thinking past 'the cloud' and bundles

Black Diamond, Orion Tamarac and Addepar built a $10 trillion mountain of AUA by taking RIAs to the cloud, but a number of firms are emerging to challenge the status quo.

Advyzon

Articles tagged "Advyzon"

Advyzon's new financial planning software runs headlong into a 'saturated market,' but CEO Hailin Li says two key hires will lead 'go-to-market' strategy

In mad scramble for Morningstar lame ducks, Black Diamond claims 400 RIA wins, including 100 up-and-running, but Advyzon is also on a roll, reporting 90% close rate on pitches

RIAs are starting to embrace 'model' portfolios, pressuring the status quo proprietary model of giants like BlackRock, Vanguard and Capital Group and making TAMPs emphasize back office support

Orion's prideful 'cementing' release and its '$5-trillion' milestone prompts rivals -- Black Diamond, Tamarac, Addepar, Advyzon -- to counter with performance data and stories of triumph and momentum of their own

Advyzon's latest play to achieve Envestnet-level success is to hire chief success officer from the company

Advyzon founder and CEO confirms receiving 'unsolicited' interest from M&A suitors and capital providers, and Charles Schwab Corp has emerged as potential suitor, driven by its RIA side, a source says

Morningstar is shuttering 'Office' in 2026 and steering its orphaned RIAs to Black Diamond to get revenue cut in deal -- but Advyzon and Orion aren't planning to get cut out

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

Orion surprises RIAs with 8.9% price jump, effective April 1 (no joke!); blames 'extreme inflation' -- a possible boon for upstart competitors

Biz Briefs: Vanguard's tax-loss harvest yields a caveat• Vermont green with envy ... of red states? • CFP Board spends $12 million on bungee metaphor • BlackRock isn't neutral on Credit Suisse • Women are the Goliath of 'David' in UK finance

An unprecedented wave of 'disruptive' competitors are challenging 'The Big Four' RIA performance reporting firms by thinking past 'the cloud' and bundles

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