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 represents a unique look at the most successful companies within the Southeast economy’s most dynamic segment–its independent small businesses.
The companies on this list show a remarkable rate of growth across all industries in the Southeast region. Between 2020 and 2022, these 223 private companies had an average growth rate of 166.43 percent; by 2023, they’d also added 20,496 jobs and $8.8 billion to the region’s 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.”
“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 essential data and tools. Currently serving over 300 clients, we are honored to be a trusted partner in navigating private wealth and insurance ecosystems. We extend our heartfelt gratitude to our clients, partners, and team members who have joined us on this extraordinary venture,” says Magnan.
“The honorees in our Inc. 5000 network are the Who’s Who of private companies. They’re energizing regional economies as they engineer the future of their industries. Learn who they are and what they do — they’ll be impacting things for a while,” said Eric Hagerman, Special Projects Editor at Inc. Media.
About AdvizorPro
AdvizorPro is a leading provider of databases tailored for financial professionals, recruiters, SaaS companies, and insurance carriers. Their extensive databases include information on Registered Investment Advisor (RIA) firms, representatives, broker-dealers, family offices, and insurance producers. Users can access accurate and rich account and contact data, enabling them to create targeted lead lists quickly and efficiently.
AdvizorPro’s platform allows users to reduce prospecting work by providing hyper-focused search and lead list building capabilities. With over 750,000 contacts available and more than 100 filters, users can pinpoint their ideal customers and build deeper relationships through personalized sales and marketing efforts.
Key Features of AdvizorPro Include:
- Precise Filtering: Users can easily build precise lists using over 100 search filters, including role, title, investment interest, education, hobbies, and more.
- Personalized Messaging: Enhance prospecting efforts by tailoring messages to the professional and personal interests of leads, including hobbies, alma mater, investment strategies, and specialties.
- CRM Integration: AdvizorPro seamlessly integrates with popular CRM platforms like Salesforce and HubSpot, allowing users to enrich and cleanse their databases and push active lists to their CRM with actionable data.
- ETF Holdings Intelligence: Users can analyze advisor ETF and stock holdings to identify hot leads and search by ticker, Morningstar category, and fund family to analyze RIA portfolios.
- New Lead Alerts: Receive alerts when new advisors meet search criteria or move firms, allowing users to stay ahead of new opportunities in the market.
AdvizorPro’s proprietary algorithms continuously crawl the web to collect and validate data, ensuring users have access to the most accurate advisor data available.
AdvizorPro Datasets
“We’re excited to keep growing AdvizorPro. As we release more datasets, innovate our product, and add more talent to the team, we hope to grow our client base and continue to provide unparalleled service” stated Magnan.
To learn more about AdvizorPro, please visit www.advizorpro.com