AdvizorPro has officially launched two major data modules: Family Offices and Private Wealth Teams. These additions mark a major expansion of AdvizorPro’s industry coverage and reinforce its mission to be the go to resource for sales and marketing intelligence in the financial services space.

The new data modules provide financial professionals with deeper visibility into high value segments of the wealth management industry. With this launch, AdvizorPro continues to strengthen its position as a leader in financial data intelligence and technology driven insights.

Understanding the Family Office Data Module

The AdvizorPro Family Office Data module brings clarity to one of the most private corners of the investment world. With verified intelligence on more than 1,200 family offices and their key contacts, this dataset delivers a comprehensive view of both single and multi family offices.

Users can identify opportunities based on asset size, asset class interests, geography, and decision maker titles. Built with advanced data enrichment technology and curated by a team experienced in the family office sector, the module delivers exceptional accuracy and depth in a market that is often opaque.

“The enthusiastic responses from our clients to our innovations have brought a lot of excitement and validation to our entire team.” — Michael Magnan, CEO of AdvizorPro

Exploring the Private Wealth Teams Module

Alongside the family office expansion, AdvizorPro has launched its Private Wealth Teams Module, which offers detailed intelligence on more than 24,000 wealth teams across large aggregators and wirehouses.

This dataset enables users to identify and strategically engage with teams that were previously difficult to map. AdvizorPro believes this to be the most accurate and comprehensive coverage of advisor teams available in the market.

By combining these new modules with the AdvizorPro Platform, clients can now unify insights from family offices, private wealth teams, and registered investment advisors to build smarter prospecting and outreach strategies.

A Year of Innovation and Growth

AdvizorPro’s momentum throughout 2023 has been fueled by consistent platform enhancements. Key updates include:

• AI powered list matching
• Expanded email coverage
• Breakaway advisor tagging
• Broader insurance producer data coverage across new states

These updates have strengthened AdvizorPro’s position as the most dynamic and data rich platform serving the financial services industry.

“This year has been pivotal for AdvizorPro. We’ve made key enhancements that firmly position us as the leading data platform in the industry. Innovation is at the heart of who we are, and we’re thrilled about the exciting plans we have in store for 2024 and beyond.” — Michael Magnan, CEO of AdvizorPro

What’s Ahead for AdvizorPro in 2024

Looking ahead, AdvizorPro has ambitious plans for 2024. The company’s roadmap includes new data sets for bank and trust entities, a deeper expansion of its family office coverage, and additional intelligence modules designed for institutional markets.

These initiatives continue AdvizorPro’s commitment to empowering financial professionals with reliable, actionable, and easily accessible data.

You can also explore upcoming trends in wealth management in the RIA Trends 2024 Webinar recap.

Discover the Power of Data with AdvizorPro

With the addition of the Family Office and Private Wealth Team modules, AdvizorPro continues to redefine how financial professionals access, analyze, and act on data. The platform’s deep coverage, intuitive interface, and focus on verified intelligence make it an indispensable resource for anyone prospecting in the financial services space.

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Read the original press release here.

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