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

• Record-setting client growth over the past year

• A new, larger office in Midtown Atlanta to support our next phase of expansion

• A 40% increase in team size over the past year

• The data and engineering team tripled in size

• Plans to double 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 even 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 is changing how distribution and marketing teams identify and act on advisor interest that would otherwise go unnoticed. You can explore its capabilities further in the TrafficIQ Playbook.

We’ve also been making headlines. AdvizorPro data and research have been sourced more than 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.

And 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 so far 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.

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Innovation at the Core

Innovation drives everything we do. Here are a few of the platform advancements we’ve made so far this year:

• Expanded family office coverage to over 4,000 U.S.-based family offices

• Launched LinkedIn Connections, helping users surface warm introductions 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 an AI-powered chatbot for faster, more intuitive lead targeting

• Added new proprietary data sources to strengthen advisor and contact coverage

For an inside look at how we’re applying AI to make prospecting smarter, see our recent feature on AI-Driven Intelligence.

We continue to focus on turning fragmented, unstructured data into proprietary intelligence that helps our clients prospect with precision.

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.

Whether you’re a current or future client, our focus remains 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 ready to see what next-generation advisor intelligence looks like, start your journey today.

Start your free trial

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