About - AdvizorPro

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

Michael, the founder of AdvizorPro, brings over 15 years of experience of collaborating with marketing and sales teams in the financial services space. Most recently, he served as Vice President of New Product Innovation at eVestment, a Nasdaq company, where he collaborated closely with asset managers to empower their distribution teams with superior data. As eVestment’s lead data scientist, he also served as a thought leader through public speaking and research – with a focus on making data actionable for growth. Michael holds a B.S. in Economics from Florida State University and an M.S. in Mathematical Risk Management from Georgia State University.

Hesom, Co-Founder & CTO at AdvizorPro, brings an extensive career steering innovation and growth across diverse industries. Notably, he collaborated for many years directly with some of the world’s largest asset managers at eVestment. His hands-on leadership and strategic approach have been pivotal in the bootstrapping of AdvizorPro, driving its rapid growth trajectory. Hesom has an MS in Information Technology and a BS in Electrical Engineering. He has also been recognized as a finalist for the ATP Startup Disrupt Award, underscoring his exceptional contributions to the dynamic landscape of financial technology and leadership.