As 2025 begins, AdvizorPro reflects on a transformative year of growth, innovation, and impact. In 2024, we saw record client adoption, launched new features, and pushed the boundaries of prospecting data and technology. Our mission remains the same: helping you prospect smarter, faster, and more effectively.

2024: A Year of Innovation and Impact

Smarter Intelligence and Analytics

ContactIQ 4.0 enhanced core algorithms with AI, improving data accuracy and reducing outdated records or bounced emails. Clients benefited from cleaner, deeper insights that supported better outreach.

Major Platform Enhancements

• Map View Enhancement allowed users to visualize opportunities geographically, helping plan trips and target regions.
• AI-Powered Search simplified prospecting with conversational filters that deliver results quickly.
• A New User Experience redesigned the interface to make workflows faster and more intuitive.

Learn more about how AI is reshaping advisor prospecting in our post on ETF Trends Among RIAs.

Expanded Data and Insights

• Lead Scoring prioritized high-value opportunities with customizable models.
• Expanded Datasets included:
  • Family Offices
  • Banks & Trusts
  • Private Wealth Teams

These additions complement our RIA & Broker-Dealer Database, offering broader coverage of the wealth management ecosystem.

2024 in Numbers: Growth That Inspires

• Team Growth: Expanded by 63% to accelerate innovation and client service.
• Client Growth: Achieved a 92% increase, with more firms than ever leveraging our data.
• Recognition: Debuted on the Inc. 5000 List, highlighting AdvizorPro as one of the fastest-growing private companies in the U.S.

What’s Ahead for 2025?

The momentum continues in 2025. With Brandon Smith joining as CTO and deeper investments in development, we are focused on:

• Deeper Data: Expanding coverage of institutional channels to uncover new opportunities.
• Smarter Analytics: Leveraging AI for sharper, more actionable insights.
• More Integrations: Extending seamless CRM and platform integrations, including HubSpot Integration and additional API data flows.

Thank You to Our Clients and Partners

AdvizorPro’s growth in 2024 was made possible by our clients and partners. Your trust and feedback fuel our innovation and commitment to building tools that help you succeed.

Conclusion: AdvizorPro’s Vision for 2025

AdvizorPro enters 2025 with a clear vision: to equip asset managers, wealthtech providers, and recruiters with the tools needed to connect with advisors and family offices more effectively. From AI-driven search to expanded datasets and smarter integrations, our platform continues to evolve to meet your prospecting needs.

For deeper insights into industry shifts, explore our Top Independent RIAs of 2025 report.

Ready to see how these innovations can accelerate your growth? Request your free demo today and discover how AdvizorPro can help you win in 2025.

‍

‍