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 - RIABiz

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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 – RIABiz

October 17, 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 RIABizAdvyzon Expands Its All-In-One Platform With Financial Planning, Adding Kevin Hughes to Head Efforts and Tony Leal as a Strategic Advisor Yahoo FinanceAdvyzon taps MoneyGuide veterans for financial planning push InvestmentNewsAdvyzon adds financial planning, brings on ex-MoneyGuide leader Tony Leal Citywire