How YCharts Scales Smarter with AdvizorPro: A Conversation with Ethan Toth

In a recent interview, Cole Cummings spoke with Ethan Toth, Director of Sales and Marketing Operations at YCharts, to discuss how the firm leverages AdvizorPro to improve prospecting, streamline workflows, and build stronger connections with financial advisors and asset managers.

Modernizing Go To Market Strategy

YCharts has grown rapidly by reaching its target audience of RIAs, broker dealers, and asset managers through an integrated strategy that blends direct outreach, strategic partnerships, and educational marketing.

Their content strategy, powered by their own platform’s analytics and visuals, helps advisors communicate insights more effectively to their clients. By combining product education with actionable market commentary, YCharts has positioned itself as both a data provider and a trusted thought leader.

How AdvizorPro Supports Smarter Prospecting

AdvizorPro plays a central role in how YCharts identifies, segments, and engages ideal prospects. Ethan emphasized the value of reliable, enriched data and the ability to create high fit prospect lists quickly.

Whether the team focuses on RIAs with specific custodial relationships or niche DBA teams, AdvizorPro provides the visibility and precision needed to prioritize opportunities.

“The ability to move fast with accurate data has made a big difference, especially in time sensitive channels like events.”

HubSpot Integration for Streamlined Operations

One of YCharts’ biggest wins has been AdvizorPro’s native HubSpot integration. The sales team accesses data directly within HubSpot, while the operations team handles advanced filtering and list building inside AdvizorPro.

This setup supports automated updates, segmentation, and personalized outreach without adding operational complexity. The integration helps maintain clean, synchronized data, a key challenge for fast growing firms.

Using Deep Prospect Intelligence to Map Complex Teams

The conversation also explored how AdvizorPro’s DBA and Wealth Teams dataset give YCharts the ability to map complex firm structures and uncover relationships that aren’t visible on platforms like LinkedIn.

This deeper level of insight is especially valuable when identifying decision makers across multi advisor teams and large RIA networks such as LPL.

Driving Engagement Through Multi Channel Outreach

YCharts takes an omnichannel approach to distribution, combining cold outreach, retargeting, educational webinars, and LinkedIn engagement. AdvizorPro data helps tailor messaging to each segment, ensuring every interaction is timely and relevant.

In person events remain one of the team’s strongest channels for building authentic relationships with advisors.

Why YCharts Chose AdvizorPro

Ethan credited AdvizorPro’s support team, data quality, and responsiveness as key differentiators. The ability to collaborate and shape product updates based on user feedback was also a major reason YCharts chose AdvizorPro over legacy data providers.

“We’ve used other providers. What made AdvizorPro different was the combination of product quality, HubSpot integration, and the team’s willingness to collaborate and adapt.”

Empowering Growth with Smarter Data

YCharts exemplifies how data driven firms are using AdvizorPro to strengthen sales and marketing performance. By combining quality data, CRM automation, and smart segmentation, teams can accelerate growth and increase outreach efficiency.

To learn more about how data enrichment drives RIA engagement, explore the TrafficIQ Marketing Playbook or the Simplify Case Study to see how other leading asset managers scale distribution.

Start optimizing your firm’s data and outreach strategy today. Start your free trial.

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