We’re proud to announce that our data and engagement capabilities have once again taken center stage in the advisor-tech ecosystem. A recent article announced that Zoe Financial has entered into a strategic partnership with AdvizorPro to accelerate growth across the independent RIA channel by combining Zoe’s wealth-platform scale with our advisor-firm intelligence.

• The mention highlights how Zoe is leveraging AdvizorPro’s data to identify, engage and service RIAs nationwide enabling firms to scale without sacrificing the client-service model.
  
  
• It emphasises that this collaboration underscores the evolving role of technology and data in empowering growth-minded RIAs, not just via assets and AUM but through advisor-firm insights and strategic distribution targeting.
  
  
• The story also reinforces our position as a trusted partner for wealth-tech firms seeking to accelerate growth through rich advisor-firm segmentation, market intelligence and engagement workflows.

Read the full article here. 

Turning Data Driven Insights Into RIA Growth

Partnerships like Zoe Financial and AdvizorPro reflect a broader shift toward smarter segmentation, real time advisor intelligence and targeted engagement.

If you want to explore how leading platforms apply these strategies, check out our AI List Matching for RIA Prospecting breakdown or learn how top firms drive event ROI with our Wealth Management Conference Sponsor Guide.

To equip your team with the same level of intelligence powering today’s fastest growing wealth tech platforms, start your free trial and unlock deeper advisor firm insights across the RIA ecosystem.