AdvizorPro's Brandon Smith Takes Charge as CTO, Aiming for Innovation and Expansion
Portfolio - People | Jan 07, 2025 | EIN
AdvizorPro, a leading provider of wealth and financial services intelligence, has appointed Brandon Smith as Chief Technology Officer (CTO) to spearhead product development and market expansion. Formerly the Global Head of Engineering at Nasdaq's eVestment, Smith brings a wealth of experience, particularly in leading engineering teams and integrating major strategic partnerships. At AdvizorPro, Smith is expected to accelerate the company's product roadmap, utilizing his extensive direct collaboration with asset managers, consultants, and investors. The appointment also allows current CTO and Co-founder Hesom Parhizkar to transition into the role of Chief Product Officer (CPO), focusing more on product enhancement. AdvizorPro anticipates that Smith's leadership will further solidify its position as a premier provider in the industry, helping financial and asset management firms optimize their capabilities through enriched data and AI-driven tools.
Sectors
- Financial Services
- Technology
- Investment Management
Geography
- United States – AdvizorPro is based in Atlanta, GA, which is within the United States, making it the primary relevant geography.
Industry
- Financial Services – Relevant because AdvizorPro provides wealth and financial services intelligence to financial institutions and asset management firms.
- Technology – Relevant as the article discusses a leadership change in technology development at AdvizorPro.
- Investment Management – Relevant due to Brandon Smith's background in engaging with asset managers and other investment consultants.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| AdvizorPro | Target Company | Company | A leading provider of wealth and financial services intelligence. |
| Brandon Smith | Chief Technology Officer | Person | Recently appointed CTO of AdvizorPro, with extensive experience at Nasdaq's eVestment. |
| Hesom Parhizkar | Co-founder and Chief Product Officer (CPO) | Person | Current CTO transitioning to focus on product development at AdvizorPro. |
| Nasdaq | Former Affiliation | Company | Previous employer of Brandon Smith, where he held a significant leadership role. |