A note from Michael Magnan, CEO & Founder

2025 continued our trajectory, and I'm proud of what the AdvizorPro team accomplished together with our clients.

We shipped an AI data engine. Launched TrafficIQ, our website visitor intelligence tool. Expanded our datasets by hundreds of thousands of records. Added hundreds of new advisor teams. Significantly enhanced our CRM integrations that put our intelligence into the systems our clients depend on. And we did it all while growing our team by 50%+ and moving into an office space that matches our ambition.

The result? A platform that's faster, smarter, and more deeply embedded in how asset managers, wealthtechs, and recruiters identify opportunity and drive growth.

This year, we’re focused on leading our team to turn that foundation into an even greater impact for the clients who trust us.

What We’re Focused on Building in 2026

In 2026, our priority is making our intelligence more actionable and easier to use.

More Actionable We're enhancing datasets to deliver deeper context, not just more data. Refining how behavioral signals surface so teams can act on what matters. Building intelligence that doesn't just inform decisions - it enables them.

Easier to Use We're upgrading core workflows for reliability and speed. Creating new ways for clients to receive timely, relevant updates. Advancing our AI systems to surface insights that move deals forward. Intelligence shouldn't require interpretation. It should drive action.

Helping You Get More Value 

We're expanding how we support our clients in partnering with AdvizorPro for growth. In 2026, we're launching webinars, tutorials, and best practice sessions that draw from our work with hundreds of asset managers, wealthtechs, recruiters, and M&A shops. The goal is simple: help you leverage the platform more effectively and grow faster.

Why We Believe This Matters Now

The wealth management industry is shifting. Firms that win aren't the ones with the most data - they're the ones who can turn signals into action fastest.

We’ve focused our efforts on building the infrastructure to do that at scale. Our platform doesn't just track financial advisors and family offices. It understands them. And in 2026, we’re committed to making that understanding more accessible, more precise, and more powerful than ever.

What We See Setting Us Apart

We're not chasing features. We're building a category.

Our differentiation isn't rooted in static data. It's rooted in intelligence that evolves with the market. Behavioral signals that reveal intent. AI that learns what matters to your business. Integrations that put our platform where your team already works.

I'm proud that we have product velocity that most companies spend years trying to achieve. A team that's grown without losing the culture that makes us different. And a market that's ready for what we're building.

The Foundation We've Built

Over the past year, we've gained:

• Faster product velocity that strengthens collaboration across every function
• Operational maturity that allows us to scale without compromise
• A larger, more experienced team capable of supporting bigger ideas and shipping at pace

We're executing at a level that reflects where this company is headed, and I’m grateful for the team I get to work with every day.

Looking Ahead

2026 is the year we push further.

We have clarity on where intelligence in wealth management is going. And we have the conviction - and the capability - to build it best.

This is the year AdvizorPro becomes even more intuitive, more powerful, and more essential to the teams that rely on us.

Here's to what's next.

- Michael Magnan 

CEO & Founder, AdvizorPro

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‍If you would like to see how our platform can support your goals in 2026, we would be glad to connect. Start your free trial.