AdvizorPro: Accurate RIA, Broker-Dealer, Insurance, and Family Office Intelligence

Founded in 2017 and based in Atlanta, GA, AdvizorPro is a leading intelligence platform for RIAs, family offices, and insurance agents. We’re dedicated to providing essential data, research, and tools to asset managers, financial firms, and fintech enterprises, with a vast network of over 2.5 million contacts. Our platform, backed by advanced technology and a skilled data team, empowers customers to navigate private wealth and insurance ecosystems efficiently. With a proven track record in selling and marketing to financial advisors through our sister product, PlanPro, AdvizorPro currently serves over 300 clients. We look forward to the opportunity to work with you.

Our Team

Joseph Caprara

Sales Director

Chris Keller

Senior Account Executive

Peter Zuniga

Account Executive

Aamir Madadali

Customer Success

Ashley Jones

Customer Success

Michael Houlihan

Customer Success

Mask group-3

Ethan Young

Business Development

Amanda Shapiro

Business Development

Gwen Rivera

Business Development

Mask group

Michael Paulo

Business Development

Kendall Holekamp

Business Development

Cole Cummings

Marketing

Carlos Tovar

Development

Mask group-2

Grace Knight

CRM Integrations

Our Team

Joseph Caprara

Sales Director

Chris Keller

Senior Account Executive

Peter Zuniga

Account Executive

Aamir Madadali

Customer Success

Michael Houlihan

Customer Success

Ashley Jones

Customer Success

Mask group-3

Ethan Young

Business Development

Gwen Rivera

Business Development

Michael Paulo

Business Development

Kendall Holekamp

Business Development

Amanda Shapiro

Business Development

Cole Cummings

Marketing

Carlos Tovar

Development

Grace Knight

Integrations