AdvizorPro
AdvizorPro is a data and intelligence platform for the wealth channel. It launched in 2021 and brings together one database of financial professionals and firms, AI-driven lead scoring and CRM integrations. The goal is to help distributors find, prioritize and convert the advisors who fit them best. Its datasets cover RIAs, broker-dealers, private wealth teams, family offices, insurance producers, defined contribution plans and bank and trust channels.
The platform tracks which advisors are using ETFs and SMAs, and maps their tech stacks, custodial platforms and TAMP relationships. It also includes TrafficIQ for website visitor tracking, ETF holdings intelligence, data packs, and a data feed and API. It connects with Salesforce, HubSpot, Microsoft Dynamics and Snowflake. AdvizorPro AI, introduced in 2023, adds intent detection, lead scoring and behavioral tagging.
AdvizorPro serves ETF issuers, asset managers, alternative investment managers, wealthtech firms, recruiters and M&A teams. Founder and CEO Michael Magnan and co-founder and Chief Product Officer Hesom Parker lead the company. The leadership team also includes Chief Revenue Officer Dustin Echenique, Chief Technology Officer Brandon Smith and Chief Financial Officer Jack Marhofer.