Prospect Smarter Across the Financial Services Ecosystem
Whether you're driving ETF allocations, growing a wealthtech platform, doing M&A, or recruiting an elite team — AdvizorPro helps you target, engage, and close faster.
Smarter Prospecting for ETF Issuers
Target RIAs, family offices, and allocators faster with proprietary ETF holdings, flows intelligence, custodian targeting, and real-time visitor tracking.
Capture Flows and Expand RIA Adoption
Winning in today’s ETF market means getting in front of the right advisors at the right time.
AdvizorPro surfaces RIAs and family offices actively researching your asset classes, uncovering allocation gaps, and shifting assets — before your competitors know.
Find the warm opportunities. Drive new allocations. Power smarter distribution with data that works.
ETF Holdings Intelligence
Identify RIAs allocating to your Morningstar category — or holding competitor ETFs ready for conversations.
Flows Intelligence
Ingest ETF flows data and map it to our advisor universe — unlocking branch- and rep-level insights on who’s buying your strategies.
Custodian & TAMP Targeting
Ingest ETF flows data and map it to our advisor universe — unlocking branch- and rep-level insights on who’s buying your strategies.
TrafficIQ Visitor Tracking
Spot RIAs and family offices visiting your fund pages, product content, and webinars.
Plain English AI Search
Find high-fit firms in seconds using intuitive queries ("RIAs investing in Fixed Income ETFs").
CRM Integration & Alerts
Route warm ETF leads into Salesforce, HubSpot, or workflows automatically.
PlanPro helped us triple our lead generation — the investment menu extraction and new plan alerts are game changers for our team.
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Leading Asset Manager
Target RIAs Holding Competing ETFs
Identify firms holding expensive or underperforming competitor ETFs — ideal for replacement pitches.
Spot Researching RIAs
Capture firms showing intent by researching your funds or competitors via TrafficIQ activity.
Find RIAs Growing ETF Allocations
Surface firms with increasing allocations into your Morningstar categories.
Smarter Prospecting for Mutual Funds, SMAs, Private Funds, and Beyond
Whether you distribute mutual funds, SMAs, ETFs, or private markets strategies, AdvizorPro powers precision targeting with deeper data, enriched contacts, and smarter insights.
Find the Right Buyers for Your Funds and Strategies
Whether you manage mutual funds, SMAs, or private vehicles, AdvizorPro gives you precision targeting.
Uncover RIAs and family offices aligned with your offerings — by AUM size, platform, investment focus, and more.
Drive deeper conversations and accelerate asset growth with real prospect intelligence.
Investment Interest Search
Find RIAs and family offices interested in private credit, interval funds, SMAs, and emerging investment themes using ADV keyword indexing and proprietary websearch intelligence.
Custodian & TAMP Filters
Identify firms aligned with custodians (Schwab, Fidelity) and major TAMPs (Envestnet, SEI) — critical for go-to-market segmentation and sales pushes.
Advanced Prospect Discovery
Discover firms planning new allocations or actively expanding investment menus — even for niche strategies and selling agreement outreach.
Website Visitor Tracking
Reveal firms visiting product pages, research centers, and strategy pages — prioritize sales outreach with real-time engagement triggers.
Enriched Contact Data at Scale
Access verified titles, emails, and phone numbers for key decision-makers across RIAs, family offices, banks, and hybrid firms.
Expanded SMA Targeting
Pinpoint RIAs offering SMAs, including investment minimums, asset allocation approaches, and preferred account structures — align messaging by AUM tier, service model, and growth signals.
PlanPro helped us triple our lead generation — the investment menu extraction and new plan alerts are game changers for our team.
Leading Asset Manager
Find RIAs Interested in Private Credit Strategies
Search ADV disclosures and website intel to locate firms allocating or researching interval funds, direct lending, and more.
Surface High-AUM RIAs Using Target Custodians or TAMPs
Prioritize $250M+ RIAs working with Schwab, Fidelity, or platforms like Envestnet — align fund distribution efforts faster.
Identify RIAs Engaging With Your Fund Pages
Use TrafficIQ to uncover firms researching your thought leadership, product sheets, and investment materials online.
Connect With RIAs and Family Offices Allocating to Private Markets
Find the right investors for private credit, venture capital, private equity, real assets, and more — faster and smarter with AdvizorPro.
Unlock Private Markets Growth With Smarter Prospecting
The private markets landscape is more competitive than ever.
AdvizorPro empowers your capital raising efforts by pinpointing the RIAs, family offices, and trust firms actively expanding into private markets—across private credit, venture capital, real assets, and more.
Target better, engage faster, and close allocations ahead of the competition — all with the most actionable private markets intelligence available.
Private Markets Interest Signals
Identify RIAs, family offices, and trust firms aligned with private credit, VC, PE, real assets, and hedge fund strategies — sourced from ADV indexing and proprietary website scraping.
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Family Office Expansion Targeting
Target 3,800+ family offices across the U.S. by wealth origin, investment interest, and ownership structure.
High-Value Contact Targeting
Uncover CIOs, Managing Directors, and Partner-level contacts managing private markets portfolios. Verified emails, titles, and direct dials at scale.
Investment Vehicle Segmentation
Search across specific vehicles: private credit funds, venture capital offerings, private equity funds, SMA structures, and more.
Deep Discovery Filters
Narrow by firm type, AUM size, team structure, service model, geographic location, and advisor role.
Seamless CRM Routing
Push targeted prospects directly into Salesforce, HubSpot, or Microsoft Dynamics for smarter workflows.
PlanPro helped us triple our lead generation — the investment menu extraction and new plan alerts are game changers for our team.
Leading Asset Manager
RIAs offering SMA private equity investments with $100M–$1B in client assets
Prioritize $250M+ RIAs working with Schwab, Fidelity, or platforms like Envestnet — align fund distribution efforts faster.
Family offices focused on private credit in the Southeast with >$500M AUM
Search ADV disclosures and website intel to locate firms allocating or researching interval funds, direct lending, and more.
Prospect Smarter Across the Wealthtech Landscape
Target RIAs and firms ready for new solutions — powered by tech stack insights, platform targeting, CRM-ready data, and real-time buying signals.
Connect Faster With Your Next RIA and Family Office Clients
AdvizorPro helps wealthtech leaders find the firms already aligned to their solutions — CRM, planning, risk, portfolio management, and more.
Pinpoint which RIAs use competing tech or are ready to upgrade — and get real buying signals, not cold lists.
Build pipeline faster, close smarter, and expand market share with deeper prospect intelligence.
Private Markets
Interest Signals
Identify RIAs, family offices, and trust firms aligned with private credit, VC, PE, real assets, and hedge fund strategies — sourced from ADV indexing and proprietary website scraping.
Family Office
Expansion Targeting
Target 3,800+ family offices across the U.S. by wealth origin, investment interest, and ownership structure.
High-Value
Contact Targeting
Uncover CIOs, Managing Directors, and Partner-level contacts managing private markets portfolios. Verified emails, titles, and direct dials at scale.
Investment
Vehicle Segmentation
Search across specific vehicles: private credit funds, venture capital offerings, private equity funds, SMA structures, and more.
Deep
Discovery Filters
Narrow by firm type, AUM size, team structure, service model, geographic location, and advisor role.
Seamless
CRM Routing
Push targeted prospects directly into Salesforce, HubSpot, or Microsoft Dynamics for smarter workflows.
PlanPro helped us triple our lead generation — the investment menu extraction and new plan alerts are game changers for our team.
Leading Asset Manager
Find RIAs Using Orion Competitors
Target firms using platforms like Black Diamond, Tamarac, or eMoney—ideal candidates for new partnerships.
Spot Growing RIAs Expanding Tech Adoption
Surface firms investing in client portals, CRM upgrades, or financial planning tech.
Capture RIAs Researching Wealthtech Solutions
Leverage TrafficIQ to detect firms browsing tech demos, case studies, and product pages.
Smarter Prospecting for Mutual Funds, SMAs, Private Funds, and Beyond
Whether you distribute mutual funds, SMAs, ETFs, or private markets strategies, AdvizorPro powers precision targeting with deeper data, enriched contacts, and smarter insights.
Find the Right Buyers for Your Funds and Strategies
Whether you manage mutual funds, SMAs, or private vehicles, AdvizorPro gives you precision targeting.
Uncover RIAs and family offices aligned with your offerings — by AUM size, platform, investment focus, and more.
Drive deeper conversations and accelerate asset growth with real prospect intelligence.
Regulatory History & Risk Flags
Identify advisors with past disclosures (e.g., bankruptcies, arbitrations, terminations) to help recruiters avoid reputational risk or target high-integrity candidates.
Map Search
Find advisors and firms on a map—ideal for planning roadshows, organizing coverage by territory, or routing meetings.
New Lead Email Alerts
Get real-time alerts when new advisors match your saved filters—ideal for timely outreach and trip planning.
Accolades & Awards Intel
Find advisors ranked by Barron’s, Forbes, and others—target top performers and brand-driven reps.
ADV Search
Search across ADV documents for service language, platform references, and niche terms—helping you uncover hidden-fit firms others miss.
Firm Insights
AI-surfaced trends like AUM shifts, headcount changes, and product mix—automatically generated and embedded on firm profiles.
Custodian & Tamp
Filter firms using specific custodians (e.g., Schwab, Fidelity) or TAMPs (e.g., AssetMark, SEI).
Chrome Plugin
Instantly view profile data while browsing online, including LinkedIn or advisor sites—without leaving your browser.
We were able to map untapped RIA opportunities for our SMA platform and private fund offerings — AdvizorPro has been a difference maker.
Leading Asset Manager