If you’re comparing Discovery Data vs. FINTRX, you’re likely exploring ways to access more accurate advisor data, family office intelligence, and CRM-ready insights. Both are established players in the data space, but there’s a new generation of intelligence platforms redefining how distribution teams prospect: AdvizorPro.

Unlike traditional providers that rely on large manual research teams or outdated data licensing models, AdvizorPro was built from the ground up with a technology-first approach. Powered by proprietary AI and deep CRM integrations, the platform delivers faster, deeper, and more actionable insights for sales, marketing, and recruiting teams.

AI-Driven Intelligence Engine

AdvizorPro’s AI engine makes data both fresher and smarter. By automatically structuring massive volumes of unstructured data, it helps users surface insights across multiple data sources including SEC filings (ADV, BD), RIA and broker-dealer websites, family office directories, 13F and EDGAR filings, media coverage, and intent signals.

This approach goes beyond traditional datasets, uncovering platform alignments, investment themes, and expansion signals that give clients a competitive edge.

Explore how AdvizorPro’s AI Search feature uses natural language to find the right firms and contacts instantly.

Built for RIA and Family Office Distribution

AdvizorPro delivers expansive coverage across the wealth management ecosystem, including RIAs, family offices, broker-dealers, banks and trusts, insurance producers, and retirement plans.

The platform tracks firms, teams, and transitions, not just contacts. Users can follow advisor movement, custodial shifts, and roll-ups in real time, making it easier to identify growth signals.

To learn more about the family office landscape, read the Top 25 Family Offices report or the Top Independent RIAs 2025 ranking.

Deep Wealth Team Intelligence

AdvizorPro maps teams within firms, showing detailed structures, roles, and transitions. This intelligence reveals which teams are expanding or breaking away, where high-performing groups are forming, and which firms are ready for partnership or recruitment.

Its wealth team coverage provides visibility into the human side of the advisory business, something traditional databases often overlook.

Actionable Lead Intelligence

AdvizorPro helps clients act on insights with features designed for modern distribution. AI-powered lead scoring ranks RIAs and family offices by AUM growth, team expansion, and platform alignment. Website visitor deanonymization turns site traffic into named contacts with full profiles. Investment intent signals show who is actively engaging with relevant product categories.

Together, these features empower sales and marketing teams to move from analysis to action more effectively.

Seamless CRM Integration and Automation

AdvizorPro fits directly into existing workflows with plug-and-play integrations for Salesforce, HubSpot, Microsoft Dynamics, Snowflake, and custom API connections.

The platform’s intuitive design makes it easy to run searches like a Google query, finding advisors who focus on ESG, family planning, or crypto in seconds.

Learn more about how AdvizorPro connects with your systems on the Integrations page.

A True Integration Partner

While competitors often leave CRM setup to the client, AdvizorPro takes a collaborative approach. Integration specialists act as strategic partners, guiding teams from setup to launch and helping structure, filter, and deploy data effectively. The result is faster time to value, smoother adoption, and data that truly drives results.

Transparent Pricing and Flexible Terms

AdvizorPro’s transparent pricing reflects its AI-first infrastructure and the quality of its enriched data. Clients get clear value and flexibility to scale as they grow, with no inflated quotes or long-term lock-ins.

The Bottom Line: Smarter Data for Modern Distribution Teams

Discovery Data and FINTRX have built strong reputations, but AdvizorPro represents the next evolution of advisor intelligence. With its AI-powered data engine, comprehensive institutional coverage, and built-in workflow automation, AdvizorPro helps clients find the right leads, act faster, and stay ahead of industry change.

If you’re ready for deeper insights and cleaner data that drive measurable growth, AdvizorPro is the partner you’ve been looking for.

Request your free trial today and see how AdvizorPro transforms your sales and marketing strategy.

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