Hailin Li, founder and CEO of听, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, last week was named the winner of the Executive of the Year award among Technology Platforms, Products and Services in the听.
The Luminaries Awards celebrate the trailblazers redefining excellence in financial services. Now in its fourth year, this prestigious program recognizes the visionary firms and individuals driving innovation and making a transformative impact on both the industry and the profession. The 2024 winners were announced at the Luminaries Awards Ceremony held at the Fontainebleau Las Vegas on December 11th, 2024.
鈥淚t’s such an honor to be recognized as the Executive of the Year and join the听罢丑颈苍办础诲惫颈蝉辞谤听Luminaries Class of 2024,鈥� said Li. 鈥淭his has been a pivotal year for Advyzon, marked by the launch of our community-driven conference, the recognition of AIM鈥檚 Nucleus Model Marketplace, and the natural extension of our platform to serve Enterprise and Institutional firms. We’ve also forged new partnerships and integrations, all while staying focused on our mission to transform the advisor experience through a single platform with a single data model and single source code.鈥�
In addition to winning the Executive of the Year Award, Advyzon was also named a Luminaries Finalist for the Unified (All-in-One) Systems Firm Award in Innovation, highlighting Advyzon鈥檚 comprehensive platform for wealth management professionals. This marks the third consecutive year that Advyzon has been named a Luminaries Finalist, after Li made the final cut for Executive Leadership in 2022 and the firm was named a finalist in 2023 for Financial & Investment Innovation.
To see the full list of Luminaries winners and finalists,听.
A REMARKABLE YEAR OF GROWTH AND DEVELOPMENT
罢丑别听罢丑颈苍办础诲惫颈蝉辞谤听Luminaries Award caps off a remarkable year of growth, development, and accomplishments for Advyzon, with more big things to come in 2025. Luminaries recipient听Hailin Li听adds: 鈥淭he next phase of our evolution will not only raise the bar for the industry, but will make wealth management more intuitive, efficient, and impactful. One platform. One experience.鈥�
The Luminaries recognition comes on the heels of Advyzon Investment Management (AIM)听听in the听听鈥� an annual competition and industry-leading awards program often referred to as 鈥楾he Wealthies鈥� 鈥� highlighting the launch of the听, plus ongoing enhancements to the platform and the addition of leading asset managers and strategists.
In November,听, a new product offering from Advyzon Institutional for family offices and UHNW clients. Launching in Q1 2025, Auria includes new features tailored for the needs of complex clients such as enhanced net worth tracking, robust alternatives management and reporting, handling of multi-generational families and entities, and sophisticated visualization of clients and their assets via the Wealth Blueprint.
In October,听, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida. The community-focused conference features prominent speakers and industry thought leaders, along with Advyzon-focused sessions, immersive programming, and much more.
In 2024 alone, Advyzon introduced seven major partnerships and integrations:
- In December, Advyzon听听to create a streamlined experience for investing in alternatives directly within Advyzon, which will also be available in Auria
- In October, AIM听听to provide direct indexing solutions for advisors directly within the Advyzon platform
- In August, Advyzon听听for their听All-in-One Bundle, combining clearing and custody services via Fidelity and financial planning capabilities via eMoney with Advyzon鈥檚 suite of operational and portfolio management software
- Also in August, Advyzon听听to launch a state-of-the-art comprehensive platform and model marketplace, creating a custodial back-end platform for Innovayte with investment solutions provided by AIM
- In July, AIM听听to automate and personalize portfolio management for clients plus streamline investment strategies
- In February, Advyzon announced a custody and retail investment infrastructure听, with the strategic partnership expanded in December thanks to an听听to streamline investment management processes
- Also in February, AIM听听to create an end-to-end solution enabling RIAs to streamline and automate the process of delivering personalized portfolios for clients at scale
- 笔濒耻蝉听听and strategists to the Nucleus Model Marketplace, including BlackRock, Fidelity, JP Morgan, Dimensional Fund Advisors, Potomac Fund Management, Zacks, Invesco Advisers, Inc., and more 鈥� now featuring more than 270 strategies from over 50 asset managers
In addition, Advyzon added a handful of esteemed industry professionals to their executive team:
- In August,听听as the firm鈥檚 first Chief Marketing Officer, with over 15 years of experience in the financial services industry and previous stints at Charles Schwab, Northern Trust, Ariel Investments, and more
- In June,听听as Chief Revenue Officer of AIM, with 20+ years of industry experience at Goldman Sachs, BNY Mellon Pershing, Fidelity, Schwab, and more
- In March, Advyzon announced that听听as President of Advyzon Institutional, a newly created business unit at the firm, after two decades spent building innovative solutions for advisors at Schwab and Morningstar
- Also in March,听听as President of Enterprise Solutions to build out Advyzon鈥檚 enterprise sales organization after nearly two decades at Morningstar
Finally in 2024, Advyzon earned the听听of the 2024 T3 / Inside Information Advisor Software Survey for the seventh year in a row, made the听听of America鈥檚 fastest-growing private companies for the fourth consecutive year, and was included in American Banker鈥檚 2024 list of听.
About Advyzon听
Advyzon provides comprehensive wealth management technology, as well as investment solutions through Advyzon Investment Management, LLC (AIM), for independent financial advisors, financial professionals, and financial institutions. The Advyzon platform combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, mobile apps, CRM, client billing, and secure document storage, along with investment solutions and a model marketplace offered by AIM. Advyzon also provides networking and practice management experience via the annual Advyzon Conference. A team of entrepreneurs led by CEO听Hailin Li, Ph.D., CFA庐, Advyzon strives to innovate in strategic and useful ways. Financial advisors inspire Advyzon鈥檚 innovation and integrations. Advyzon鈥檚 exceptional technology and service exist to transform the advisor experience through a single platform. To learn more about Advyzon, visit听. To learn more about Advyzon Investment Management (AIM), visit听.
