Advyzon Disrupts Enterprise Tech Market with $676 Billion Citi Wealth Management Partnership

Apr 27

1 min read

Southall, B. (2026, April 24). Advyzon stages ‘coup’ by bagging $676-billion Citi Wealth account as part of the Andy Sieg tech revamp -- and making it look easy. RIABiz. https://riabiz.com/a/2026/4/25/advyzon-stages-coup-by-bagging-676-billion-citi-wealth-account-as-part-of-the-andy-sieg-tech-revamp-and-making-it-look-easy

Advyzon secured a major contract to provide the technology infrastructure for Citi Wealth’s $676 billion in assets.
Citi Wealth Head Andy Sieg initiated the partnership to replace fragmented legacy systems with a modern, holistic advisor experience.
The Chicago-based software firm will implement a unified managed account (UMA) program across Citi’s global offices.
This deal marks a significant expansion for Advyzon, which has traditionally focused on serving smaller independent RIAs.
The new platform will consolidate ETFs, mutual funds, and alternative investments into a single, multi-currency account structure.
Industry experts describe the win as a major "coup" that challenges the dominance of established enterprise tech incumbents.
The partnership aims to increase Citi's wallet share by converting single-product consumers into comprehensive wealth management clients.