Advyzon Appoints Clark Richards as VP of Client Success

Advyzon, a premier portfolio management and technology platform for financial advisors, has appointed Clark Richards as Vice President of Client Success. This strategic hire reinforces Advyzon’s dedication to providing exceptional client service while scaling its operations to support a rapidly growing user base.

Highlights of the Appointment

1. Leadership Expansion at Advyzon

• Clark Richards joins as VP of Client Success in May 2025.
• He will lead key client-facing teams, including:
  • Customer Support
  • Onboarding & Implementation
  • Relationship Management
• His role focuses on delivering a seamless, high-quality user experience.

2. Enhancing Client Service Excellence

• Richards is tasked with:
  • Strengthening customer engagement practices
  • Fostering a client-first culture
  • Enhancing onboarding and retention strategies
• He brings over 14 years of fintech sector experience to the position.

Richards’ Background and Fintech Expertise

1. Proven Track Record in Fintech Leadership

• 12 years at Envestnet | Tamarac:
  • Oversaw operations, product support, and data integration
  • Led relationship management for top-tier clients
• Previously at Juniper Square:
  • Built and scaled relationship management functions
  • Developed enterprise-grade client retention strategies

2. Strategic Vision for Growth

• His leadership aligns with Advyzon’s mission of combining:
  • Powerful, intuitive technology
  • Exceptional client service at scale
• Will contribute to growth with Advyzon’s base of 2,100+ advisory firms.

Cultural Alignment and Recognition

1. Alignment with Advyzon’s Values

• Advyzon CEO Hailin Li highlighted Richards’ fit with the company’s:
  • Client-centric philosophy
  • Focus on innovation and scalability
• Emphasis on thoughtful leadership and strategic execution

2. National Recognition

• Advyzon was named one of the Best Places to Work in Fintech 2025 by American Banker.
• Marks the fourth time the company has received this accolade.

Clark Richards’ appointment as VP of Client Success is a strong signal of Advyzon’s continued investment in its clients and people. His expertise in managing enterprise relationships and scaling service operations will be key as Advyzon advances its mission to deliver robust fintech solutions with an exceptional service experience.