AdvizorPro Mid-Year Growth Update – 2025
By Michael Magnan, CEO of AdvizorPro
We’re halfway through 2025, and the momentum at AdvizorPro has never been stronger.
This year has been all about scaling—our platform, our data, our team, and the resources our clients rely on to grow. Demand continues to accelerate across the industry, and we’re building aggressively to stay ahead of it.
A Few Key Milestones:
- We’ve seen record-setting client growth over the past year
- We moved into a brand-new, larger office in Midtown Atlanta to support our next phase of growth
- Over the past year, our team has grown by over 40%
- We’ve tripled the size of our data and engineering team
- We plan to double the team again over the next two years
Our new HQ gives us the foundation to support that expansion—with plenty of room for collaboration, new teammates, and a dedicated space for our highly competitive Mario Kart races!
We also launched major innovations—most notably TrafficIQ, our website intent product that went live earlier this year. TrafficIQ gives clients visibility into which RIAs and family offices are visiting their websites—even if those visitors never fill out a form. It’s changing how teams identify and act on advisor interest that would otherwise go unnoticed.
We’ve been making headlines—AdvizorPro data and research has been sourced over 38 times in major industry publications in the first half of 2025 alone. That recognition reflects the growing market interest in our insights, coverage, and innovation.
We’re hiring! If you’re passionate about data, design, or distribution, we’d love to connect.
We’re proud of the progress we’ve made already this year, but even more excited about what’s ahead. There’s a growing need for smarter, more actionable intelligence—and we’re building the team, technology, and culture to meet that demand. I’ve never been more optimistic about where we’re going—or more grateful for the growing team getting us there.
Innovation at the Core
Innovation is in our DNA and drives us. Here are just a few of the platform advancements we’ve made so far this year:
- Expanded family office coverage—now crossing 4,000 U.S.-based family offices
- Launched LinkedIn Connections to help users surface warm intros within their network
- Enhanced CRM and data integrations across Salesforce, HubSpot, Microsoft Dynamics, and Snowflake
- Released a public API for more flexible client workflows
- Rolled out a smarter AI chatbot for faster, more intuitive lead targeting
- Added new proprietary data sources, strengthening our advisor and contact coverage
We continue to focus on turning fragmented, unstructured data into proprietary intelligence—using AI to give our clients a real competitive edge.
Looking Ahead
The second half of 2025 will bring even more product enhancements, deeper data coverage, and features designed to drive efficiency across go-to-market teams. We’re listening closely to our clients and building what they need most.
We’re excited about what we’ll be delivering in the months ahead.
Whether you’re a current or future client, our focus is simple: to deliver the most actionable, up-to-date intelligence in the industry—faster, smarter, and built for how you actually work.
If you’re tired of working with stale or inaccurate data, I’d love for you to see what we’re building. Our platform is helping teams move faster, prospect smarter, and uncover opportunities they couldn’t see before.
Let us know if you’d like a closer look—we’d be happy to show you around.
Michael Magnan
CEO & Founder, AdvizorPro