Episode 19
June 10th, 2025
Show Summary
Michael Perez moderates a focused conversation with Advyzon and Mantle—two innovative platforms helping family offices modernize investment reporting, client communications, and private fund operations.
About the Moderator
Michael Perez, Managing Director, Family Office Practice, F2 Strategy
Michael Perez brings over 25 years of experience in professional services for the wealth management industry, including senior roles at Grant Thornton LLP, Fiduciary Trust International, and Chase Private Banking. He leads F2 Strategy’s Family Office Practice, advising clients on technology transformation, operations, and digital strategy.
Advyzon
Represented by Kartik Srinivasan, President, Advyzon International
Advyzon provides comprehensive wealth management technology, as well as investment solutions, for independent financial advisors, financial professionals, and financial institutions. Auria is a new offering from Advyzon that combines portfolio management, customizable performance reporting, trading and rebalancing, web portals, mobile app, CRM, billing, and secure document storage for wealth managers and family offices. It is built to handle the complexities of UHNW clients, including entity management, fractional ownership, and the handling of alternative investments.
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About Kartik
Kartik Srinivasan joined Advyzon in 2024 and serves as President of Advyzon Institutional where he is responsible for developing capabilities to serve the needs of family offices and wealth managers serving UHNW clients. Prior to joining Advyzon, Kartik spent seven years at Schwab where he served as Managing Director of 3rd Party Integrations and Partnerships. Kartik started his professional career at Morningstar, where is served for 12 years in a variety of roles in the advisor software business.
Mantle
Represented by Amar Varma, Co-Founder & CEO
Mantle is an end-to-end automation platform purpose-built for Limited Partners managing private fund investments. It streamlines document and workflow management, replacing manual processes and legacy systems with modern infrastructure tailored to the unique needs of family offices and institutional investors. Mantle brings transparency, control, and efficiency to the management of private market data.
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About Amar
Amar’s journey began in Silicon Valley, where his work on foundational technologies like the GPU and USB 1.0 sparked an entrepreneurial path that led from roles in public and private tech companies to venture capital and the founding of several successful ventures—including Xtreme Labs (acquired by Pivotal), Hatch Labs (parent of Tinder, acquired by IAC), and Autonomic (acquired by Ford)—ultimately culminating in his current role as co-founder and CEO of Mantle, where he continues to build solutions that address critical gaps in the technological landscape.