Background

Compass CFO provides outsourced CFO services for RIA and wealth management firms. Founded four years ago, the firm helps small to midsize RIAs strengthen their financial operations and make informed business decisions.

As Compass CFO sought to expand its reach, founder Matt and his team turned to AdvizorPro to connect directly with the right RIA and wealth management audiences, replacing slow referral-based growth with a scalable, data-driven approach.

Before AdvizorPro

Prior to partnering with AdvizorPro, Compass CFO relied entirely on referrals for new business. The team built relationships with firms that frequently interacted with RIAs, hoping for introductions.

While this approach generated steady leads, it was inconsistent and limited their visibility. Matt wanted Compass CFO to take control of its growth by accessing a deep well of reliable, high-quality data, reducing dependency on referrals and enabling proactive outreach to firms that fit their ideal client profile.

For similar examples of firms using AdvizorPro to reach the right audience, explore the YCharts case study.

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Why AdvizorPro Stood Out

When evaluating advisor databases, Matt conducted extensive due diligence. What convinced him to choose AdvizorPro was its exceptionally low email bounce rate, which was crucial since Compass CFO relies heavily on email marketing for prospecting.

AdvizorPro’s accuracy and depth of filters provided a strong foundation for Compass CFO’s marketing efforts, ensuring outreach reached the right advisors every time.

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Building a Targeted Pipeline

Within a single quarter of joining AdvizorPro, Compass CFO landed its first new client.

Matt credits this success to being able to target small to midsize wealth firms with precision. Using AdvizorPro’s firm filters, he narrows down by specific AUM ranges and exports contact lists directly into his marketing tools.

With data-driven targeting, Compass CFO replaced uncertain referrals with intentional prospecting that aligns perfectly with their service offering.

The team now runs A/B tests on subject lines, experiments with email timing, and engages prospects multiple times per quarter, creating consistent, measurable campaign performance. These efforts, combined with AdvizorPro’s data accuracy, have helped Compass CFO fill its pipeline with qualified leads and convert them into loyal clients.

Collaborating to Refine Prospecting

From day one, the AdvizorPro team worked closely with Compass CFO to maximize the platform’s impact.

Following Matt’s feedback, AdvizorPro introduced new filters for firm establishment date and firm age, giving Compass CFO the ability to identify newly launched RIAs that are more likely to need outsourced CFO support.

Matt’s team also leverages AdvizorPro’s website bio search feature, which filters by shared interests like alma mater, hobbies, or sports teams. Based in New York, they’ve even used this to find fellow Yankee fans, creating more authentic, personal outreach through LinkedIn and email.

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Delivering Value Beyond Prospecting

AdvizorPro has become an essential part of how Compass CFO serves existing clients, not just finds new ones.

The firm uses AdvizorPro data to benchmark clients against their peers, analyzing metrics such as AUM per client and AUM growth. These insights help Compass CFO show clients how they compare to similar firms and identify opportunities to improve profitability and efficiency.

By combining financial expertise with AdvizorPro’s intelligence, Compass CFO provides clients with actionable benchmarking and strategic guidance that reinforce long-term value.

For deeper insight into advisor performance and segmentation, explore the Advisor Demographics Report 2025.

Results

Since adopting AdvizorPro, Compass CFO has:

• Gained multiple new clients directly from AdvizorPro outreach

• Landed its largest client of the year, a firm that would never have been discovered through referrals alone

• Replaced inconsistent lead generation with a scalable, data-driven prospecting engine

Today, AdvizorPro provides Compass CFO with both a steady flow of qualified prospects and a powerful way to deliver deeper insights to clients.

Explore AdvizorPro

Compass CFO’s success story demonstrates how data intelligence transforms both prospecting and client service.

Start your free trial to see how AdvizorPro helps firms like yours uncover new opportunities, deepen relationships, and accelerate growth.

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