Discover how AdvizorPro’s ContactIQ 4.0 revolutionizes financial services prospecting with AI-driven precision, expanded data coverage, and unmatched insights to empower sales and marketing teams

5 of the 20 Breakaway Advisors in the AdvizorPro database from November 2024

See a list of independent RIAs with less than $100,000M AUM using eMoney

We interviewed Cortlin De Maine to discuss what it’s like to be a young financial advisor

We ranked the top teams at UBS by team size and AUM

This blog compares the unique features of AdvizorPro and Discovery Data, highlighting how each platform supports financial professionals in enhancing prospecting, streamlining outreach, and connecting with key decision-makers.

We sat down Jeff Gelormini and Elizabeth Evanisko to discuss the genesis of Nova Wealth

We’re pleased to present a list of the top 25 single-family offices in the United States, as recognized by AdvizorPro. This list objectively evaluates family

LinkedIn message automation benefits asset managers, recruiters, and wealth tech companies by enabling them to scale outreach efficiently, engage RIA prospects with personalized messaging, and build stronger client relationships, all while saving time and resources.

5 of 14 Breakaway Advisors from October Evan Harrigan moved from UBS to Perigon Wealth Management, LLC Robert W. Harrigan, CFA moved from UBS to

Tidal ETF partnered with AdvizorPro to enhance its prospecting by using precise, up-to-date data, enabling them to focus on the right advisors and streamline outreach. This shift led to more meaningful engagements, highlighted by a successful $5 million trade win and better CRM integration, improving their sales efficiency and results.

This report provides a comprehensive analysis of ETF trends among Registered Investment Advisors (RIAs) within the AdvizorPro database leveraging Q2 2024 13F data.

This blog provides a detailed guide to setting up a successful cold email strategy, covering domain setup, email authentication, deliverability best practices, and gradual outreach scaling to turn cold contacts into engaged leads.

We interviewed Sam McCoy to discuss his journey, from leaving UBS to launching his own firm.

These are the schools most commonly attended by RIAs in the AdvizorPro database.

Echenique joins AdvizorPro with 18 years of SaaS and investment sales experience, now reuniting with Michael Magnan and Hesom Parhizkar from their time at eVestment (a Nasdaq company).

See a list of independent RIAs with less than $100,000M AUM using Black Diamond

We collaborated with YCharts to examine the top ten active strategies (by YTD flows) and how popular they are among RIAs.

Take a closer look at the top single-family offices investing in real estate, with AUM of $10 billion or less.

Build targeted lead lists in seconds by simply describing the audience you’re looking for.