Samantha Schwimmer is CMO of Advyzon, a global, unified wealth management platform built on modern, open architecture for financial advisors, wealth management firms, broker-dealers, banks, trusts and family offices. Advyzon serves various segments of the financial services industry through specialized solutions, including Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices and ultra-high-net-worth clients. Schwimmer leads brand strategy, positioning, and multi-channel marketing to drive the company’s growth and visibility across all segments. With deep experience in financial services marketing, she brings a strategic and creative approach to building Advyzon’s presence in the market.