ATLANTA, May 7, 2024 – AdvizorPro, the industry’s most up-to-date database provider of RIAs, Family Offices, and Insurance Producers, announced its recognition as one of the fastest-growing private companies in the Southeast according to Inc. magazine.

Born of the annual Inc. 5000 franchise, this regional list highlights the most successful companies within the Southeast’s dynamic independent business sector. Between 2020 and 2022, the 223 private companies on this list achieved an average growth rate of 166.43 percent and contributed more than 20,000 jobs and $8.8 billion to the regional economy.

“We are honored to be acknowledged on the Inc. 5000 Regionals List,” says Michael Magnan, CEO and founder of AdvizorPro. “Since our founding in 2017, we’ve evolved from a dedicated intelligence platform for RIAs, family offices, and insurance agents to a pioneering force in the financial landscape.”

Magnan added, “With our cutting-edge technology and expansive network of over 2.5 million contacts, AdvizorPro is committed to empowering asset managers, financial firms, and fintech enterprises with the essential data and tools they need. Currently serving over 300 clients, we are proud to be a trusted partner in navigating private wealth and insurance ecosystems. We extend our gratitude to our clients, partners, and team members who have joined us on this extraordinary journey.”

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Powering Growth Across the Wealth Management Ecosystem

AdvizorPro’s recognition by Inc. underscores its continued commitment to driving innovation within the financial data landscape. The company’s proprietary algorithms continuously collect and validate data to maintain the industry’s most accurate database of financial professionals.

To learn more about how data is shaping the future of advisor engagement, see our feature on AI-Driven Intelligence.

AdvizorPro’s platform allows users to reduce prospecting work by providing hyper-focused search and lead list-building capabilities. With more than 750,000 contacts available and over 100 filters, users can quickly pinpoint their ideal prospects and build meaningful relationships.

Those looking to understand how seamless integrations improve data workflows can explore our overview on Integrating RIA and Broker-Dealer Data with HubSpot.

The platform also enables deep segmentation across RIAs, broker-dealers, and family offices, helping teams identify high-growth opportunities. For a closer look at where advisor activity is trending, visit our Advisor Demographics Report 2025.

Conclusion: Continuing to Lead with Data and Innovation

Being named among the fastest-growing private companies in the Southeast reflects AdvizorPro’s mission to empower the financial community with actionable intelligence and technology-driven insights. As we continue to expand our datasets, refine integrations, and release new tools, our focus remains on helping clients identify opportunities, strengthen relationships, and accelerate growth.

We’re excited for what’s ahead and grateful to every client and partner who has contributed to our success so far.

Start your free trial of AdvizorPro and see how real-time advisor intelligence can transform your business development and data strategy.