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 Magnan

Founder, CEO

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

Lydia Knoll

Business Development

Mask group

Kendra Suggs

Business Development

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

Lydia Knoll

Business Development

Mask group

Kendra Suggs

Business Development

Cole Cummings

Marketing

Jack Marhofer

Accounting