2024 Review & What’s Next for 2025
As we kick off 2025, we’re reflecting on what has been a transformative year for AdvizorPro. In 2024, we experienced record client growth, launched numerous impactful features, and continued to push the boundaries of prospecting data and technology. Our mission remains the same: to help you prospect smarter, faster, and more effectively.
Here’s a look back at the highlights from 2024 and a peek into the exciting innovations coming in 2025:
2024: A Year of Innovation and Impact
Smarter Intelligence and Analytics
Enhanced core algorithms with AI further increased AdvizorPro’s ability to keep your data accurate and deep, ensuring high-quality leads with even fewer outdated records or bounced emails.
Major Platform Enhancements
🌍 Map View Enhancement
Visualize opportunities geographically to plan trips, target regions, and strategize more effectively.
Advanced AI tools help you conversationally uncover hidden opportunities, filter results precisely, and deliver insights faster.
✨ An Intuitive New User Experience
A revamped interface makes workflows faster and simpler.
Expanded Data and Insights
📊 Lead Scoring
Prioritize high-value opportunities with customizable scoring models, allowing you to make complex filtering criteria a breeze.
💼 Expanded Datasets
- Family Offices: Connect with even more ultra-high-net-worth decision-makers at family offices.
- Banks & Trusts: Target financial institutions and their investment leaders.
- Private Wealth Teams: Tailor outreach with industry leading coverage of wealth teams with detailed insights.
2024 in Numbers: Growth That Inspires
- Team Growth: We expanded our team by 63% this year, growing to accelerate innovation and service.
- Client Growth: AdvizorPro experienced a 92% client increase, with more companies than ever leveraging our platform to achieve their goals.
- Recognition: We debuted on the Inc. 5000 List of fastest-growing private companies in the US.
What’s Ahead for 2025?
We’re taking things to the next level in 2025. With the addition of Brandon Smith as CTO and increased investment in development talent, we’re doubling down on innovation this year. Our focus areas include:
- Deeper Data: Expanding datasets covering more institutional channels to unlock new opportunities.
- Smarter Analytics: Leveraging more AI for sharper insights and deeper intelligence.
- More Integrations: Seamlessly connecting with your existing tools and third party data – including flows data, data packets, and more.
We’re committed to delivering even more value to help our clients sell into the financial advisor, family office, and bank/trust ecosystems in 2025 and beyond.
A Heartfelt Thank You
None of this would be possible without you—our clients, partners, and supporters. Your feedback and trust drive everything we do. As we step into 2025, we’re excited to continue innovating, growing, and helping you achieve your goals.
Ready to see what’s next? Book a demo today and discover how AdvizorPro can help you in 2025.
