Luminaries 2024 Finalist - Executive of the Year: Hailin Li, CEO, Advyzon

Congratulations to all the 2024 ThinkAdvisor Luminaries Finalists!

At Impact Communications, we are thrilled to work with such amazing thought leaders and innovative firms.
Hailin Li, profiled below, is an exemplary leader and deserves this recognition and more.

Executive of the Year Technology Platforms, Products and Services

Hailin Li, CEO
Advyzon

Hailin Li is founder and CEO of Advyzon, an award-winning, comprehensive technology platform and portfolio management solution for advisors and investment managers. Prior to founding Advyzon, Hailin was Senior Vice President, Advisor Solutions at Morningstar, responsible for Morningstar's global advisor market. He joined Morningstar in 1996. He first served as Technical Lead for Principia, then Morningstar ClearFuture in 1999. In 2000, he led the team to launch Morningstar Advisor Workstation. In 2003, he served as Product Manager for Morningstar Office until 2010. Hailin then founded Advyzon in 2012 to pursue a true all-in-one platform for advisors.

Advyzon’s exceptional technology and unmatched service exist to improve the advisor experience – whether it’s via portfolio and firm management or client relationships and growth. Advyzon’s intuitive, cloud-based wealth management technology is built on single-source code and combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, CRM, client billing, and document storage – along with investment management services and a model marketplace offered by Advyzon Investment Management (AIM). AIM, co-founded by Hailin, was the natural evolution of Advyzon's all-in-one offering, and along with Nucleus Model Marketplace, moves Advyzon closer than ever to offering a fully comprehensive solution for advisors to run their firms.

Advyzon’s inaugural conference, held February 2024, received very positive feedback. Several key enhancements of the next-generation platform were announced during a session with Hailin and the executive leadership team on stage – including a new mobile app, workflow automations, AI capabilities, rebalancing tax optimizations, and more. New executives were also introduced, well-respected industry experts aimed at building out product and service offerings for enterprise firms and advisors serving more complex clients: Kartik Srinivasan, President of Advyzon Institutional, and Dave Goes, President of Enterprise Sales.

In Spring 2023, Advyzon introduced the Nucleus Model Marketplace within TAMP Advyzon Investment Management (AIM). AIM recently announced the addition of multiple new asset managers, including BlackRock, Dimensional Fund Advisors, Potomac Fund Management, and Invesco Advisers – bringing the current total to over 280 strategies available in Nucleus, from 52 asset managers – including AIM. AIM also recently announced the hiring of Scott Smith as CRO, an accomplished executive in the financial services industry that’s previously worked at Goldman Sachs, Pershing, Envestnet, Fidelity, Schwab Advisor Services, and TD Ameritrade Institutional.

In the last 18 months, Advyzon also introduced partnerships / integrations with Apex Advisor Solutions, Nebo Wealth, FINIAT, tru Independence, and RightCapital. Advyzon was named a finalist in the 2023 ThinkAdvisor Luminaries Awards, a finalist in multiple categories in the 2023 and 2024 Wealth Management Industry Awards, one of the Best Places to Work in Fintech by American Banker, received multiple recognitions in Wealth Solutions Report’s Pathfinder Awards, made Inc. 5000 list for third consecutive year, and received stellar ratings in both the T3 / Inside Information Technology Survey and Kitces Technology Report.

As CEO of Advyzon, Hailin was instrumental in all of these recent developments and accomplishments. In late 2023, he was profiled in Financial Planning Magazine and WealthManagement.com.