How Zoe Financial Scaled Its Advisor Network with AdvizorPro’s Data Intelligence and HubSpot Integration

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‍Introduction

“Before AdvizorPro, our team was reading through ADVs one by one to identify fit,” said Alex Kemp, VP of Sales at Zoe Financial. “Now, we can build custom advisor lists, sync them to HubSpot, and launch personalized outreach instantly.”

That transformation helped Zoe boost pipeline generation by 135% and move faster in connecting investors with fiduciary RIAs. Founded in 2016, Zoe empowers advisors and clients through its referral marketplace and the digital Zoe Wealth Platform.

About Zoe Financial

Zoe Financial is transforming how investors connect with fiduciary financial advisors. The company empowers independent RIAs to deliver better outcomes for their clients through a combination of referral programs and modern technology. By connecting individuals and families with qualified advisors, Zoe helps ensure clients receive personalized, fiduciary-first financial guidance.

Recognizing inefficiencies in how RIAs manage smaller accounts and onboard clients, Zoe created the Zoe Wealth Platform, a fully digital custodial solution that streamlines operations for firms and enhances the client experience. Through automation and intuitive design, the platform enables advisors to serve more clients efficiently while maintaining a high standard of service.

Challenge

Zoe partners exclusively with independent, fiduciary RIAs that demonstrate high growth potential and serve mass-affluent and next-generation clients. Identifying these ideal firms across a crowded market had been a time-consuming, manual process.

“There are so many RIAs in the space,” said Alex Kemp,“We were constantly having to manually read through ADVs to determine if an RIA was a good fit. It took a ton of time before we could even start outreach.”

The team needed a faster, more reliable way to pinpoint qualified RIA partners and bring that data seamlessly into their sales workflows.

Solution

Through AdvizorPro, Zoe gained access to accurate, up-to-date data on every RIA in the U.S. With customizable filters and direct CRM integration, Zoe’s team built highly targeted lists aligned with their ideal client profile (ICP) and scaled outreach across their sales organization.

“With AdvizorPro, we were able to create really customized lists to narrow down exactly who we wanted to partner with,” Alex explained. “It’s cut down on our research and list-building time dramatically.”

The HubSpot integration quickly became a cornerstone of Zoe’s success. AdvizorPro’s Integration Specialists worked directly with Zoe to ensure a smooth setup, enabling real-time data syncs and seamless automation.

“The biggest difference between our previous data providers and AdvizorPro is the direct integration with HubSpot,” Alex shared. “They didn’t just integrate it - they helped us set it up. Now, all of our advisor data flows automatically into HubSpot, so when our salespeople are on calls or in meetings, the most relevant data is front and center.”

Results

By leveraging AdvizorPro’s clean data and CRM automation, Zoe achieved measurable improvements across key metrics:

135% increase in outbound pipeline generation quarter-over-quarter
Higher email open and reply rates from personalized outreach
Significant time savings through automated data syncs and segmentation

“We increased our outbound pipeline generation by over 135% with AdvizorPro,” Alex said. “Because we were able to automate outreach with tailored, data-driven messaging, we moved faster, booked more meetings, and brought in more RIA partners.”

The integration also allowed Zoe to enrich every sales touchpoint with dynamic data fields such as firm size, growth rate, and AUM, creating deeper engagement and more relevant conversations.

Looking Ahead

As Zoe continues to expand its advisor network and roll out the Zoe Wealth Platform, the company views AdvizorPro as a strategic partner for scalable growth.

“AdvizorPro is the foundation of our go-to-market strategy,” Alex said. “It helps us define territories, segment our advisors, and build a scalable sales model. As we grow, the data behind AdvizorPro is what’s going to help propel that growth.”

About AdvizorPro

AdvizorPro is the leading data-intelligence platform built for asset managers, ETF issuers, and fintech providers looking to accelerate distribution in the RIA and wealth-management space.

Our platform delivers the most accurate and comprehensive data on RIAs & Family Offices, integrated directly with CRM systems like HubSpot and Salesforce, to power smarter segmentation, personalized outreach, and more efficient pipeline growth.

With products like TrafficIQ, ContactIQ, and advanced CRM integrations, AdvizorPro enables sales and marketing teams to reach the right advisors at the right time with the right message.