AdvizorPro
AdvizorPro is a B2B SaaS data intelligence platform providing verified RIA, family office, and broker-dealer data with AI-powered search, lead scoring, and CRM integrations. It serves asset managers, ETF issuers, wealthtech firms, recruiters, and M&A teams targeting the wealth management channel.
- Company typePrivate
- Founded-
- HeadquartersAtlanta, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What AdvizorPro does
AdvizorPro (legal entity: PlanPro Solutions LLC) is a privately held B2B SaaS data intelligence platform headquartered in Atlanta, Georgia, focused on the US wealth management ecosystem. The company maintains a continuously verified database covering 750,000+ RIA and family office profiles, 35,000+ RIA firms, 450,000+ registered representatives, and 25,000+ wealth team organizational structures. Core product capabilities span advisor and contact intelligence (verified emails, phone numbers, titles, AUM, custodian relationships), tech-stack and ETF-holdings mapping, AI-powered lead scoring and natural-language search, and CRM-native workflows. Distribution teams at asset managers, ETF issuers, wealthtech firms, alternative investment platforms, recruiters, and M&A teams use the platform to identify, prioritize, and engage financial advisors across the RIA channel. Recent productization includes the March 2026 AI Connection, which integrates the verified dataset directly into Claude and ChatGPT for plain-English querying, and TrafficIQ for anonymous visitor identification on customer websites.
The company operates a sales-led GTM with enterprise field sales, inside sales, and a self-serve free trial. Pricing is quote-based and not publicly disclosed, consistent with enterprise SaaS tiered by team size, data access, and modules. Revenue is generated through SaaS subscriptions billed monthly or annually, supplemented by data feed/API access for programmatic customers and bulk Data Packs for specific datasets. The customer base spans 600+ organizations ranging from large enterprises (SS&C, iCapital, Cantor, Fisher, Captrust) through mid-market asset managers and wealthtechs (Vest, YCharts, Liquid Strategies, Simplify, AdvisorShares) to early-stage fintechs (Trust & Will, Greenboard, Redwood, Wealth). Native CRM integrations with Salesforce, HubSpot, and Microsoft Dynamics, plus integrations with a wide range of portfolio, TAMP, and alternative investment platforms (Orion, Envestnet, Black Diamond, Tamarac, eMoney, MoneyGuide, iCapital, CAIS, SMArtX, Adhesion, Kwanti, iRebal, Pontera), embed the platform inside customer workflows.
AdvizorPro is founder-led by Co-Founder and CEO Michael Magnan and Co-Founder and CTO Hesom Parhizkar, with a lean operating team reported at 11-50 employees. The company is bootstrapped or privately capitalized with no disclosed funding rounds or institutional investors identified in the available data. Marketing is content-driven, leaning on monthly Advisor Moves reports, annual ETF Trends and demographic analyses, and SEO-optimized long-form research that doubles as a top-of-funnel demand engine and a demonstration of proprietary data capabilities. The company is not publicly traded and operates primarily in the United States and North America.
AdvizorPro firmographics
Firmographics- Name
- AdvizorPro
- Legal name
- PlanPro Solutions LLC
- Website
- https://advizorpro.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- AdvizorPro is a B2B SaaS data intelligence platform providing verified RIA, family office, and broker-dealer data with AI-powered search, lead scoring, and CRM integrations. It serves asset managers, ETF issuers, wealthtech firms, recruiters, and M&A teams targeting the wealth management channel.
- Ownership category
- akta.pro rank
AdvizorPro industry classification
Industry- Product category
- Wealth Management Data Intelligence
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Marketing Research and Public Opinion Polling (541910)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Sales Force Automation (SFA) CRM (HDAEAFAA)
Keywords
Where AdvizorPro is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
AdvizorPro business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Platform Subscription: Subscription-based access to the AdvizorPro platform providing verified RIA data, AI-powered search, lead scoring, CRM integrations, and analyst research reports. Revenue is generated through annual or monthly subscription contracts with B2B customers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free trial available for initial platform exploration |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
AdvizorPro product offering
Product offeringCore offering
AdvizorPro is a B2B SaaS data intelligence platform that delivers verified contact, firm, AUM, ETF holdings, and tech stack data on 750,000+ RIAs, family offices, broker-dealers, and wealth teams to asset managers, ETF issuers, wealthtech firms, recruiters, and M&A teams. The platform combines AI-powered search, lead scoring, and website visitor identification with native CRM and AI assistant integrations to support advisor prospecting and distribution workflows.
Product overview
AdvizorPro is a unified data intelligence platform that combines verified RIA and family office data with AI-powered tools for advisor prospecting and engagement. The core AdvizorPro Platform serves as the central hub, while modular add-ons extend functionality: TrafficIQ provides website visitor tracking; Lead Scoring and AI Search Assistant offer AI-powered prospect prioritization; Tech Stack Intelligence reveals competitor technology usage; ETF Holdings shows advisor investment patterns; Wealth Team Intel maps organizational structures; and Contact Intelligence provides verified contact data. The platform integrates natively with Salesforce, HubSpot, and Microsoft Dynamics via CRM Integrations, connects to AI tools through AI Connection (Claude and ChatGPT), and offers programmatic access through Data Feeds and API. Data Packs enable bulk data exports for specific datasets, while Public Profiles provides free basic firm search functionality.
Differentiator
Problem solved
Functional benefit
Products and services
- AdvizorPro Platform Central B2B SaaS platform that delivers verified data on 750,000+ RIAs, family offices, broker-dealers, and wealth teams, with AI-powered search, lead scoring, and native CRM integrations for asset managers, ETF issuers, wealthtech firms, recruiters, and M&A teams.
- AI Connection Standalone integration product that connects AdvizorPro's verified advisor data to Claude and ChatGPT, enabling distribution, sales, and research teams to query RIA and advisor intelligence in plain English within their existing AI workflows.
- TrafficIQ Website visitor intelligence product that identifies anonymous RIA and family office visitors before they fill out a form, converting passive traffic into warm, high-intent leads for B2B sales and marketing teams in wealth management.
- Data Feeds and API Programmatic data access product that enables enterprise customers to integrate AdvizorPro's verified RIA and advisor intelligence directly into internal workflows, CRM systems, and custom applications.
- Data Packs Pre-built bulk data packages and exports for specific wealth management datasets, including RIA, broker-dealer, wealth teams, family office, insurance, defined contribution, and bank and trust, designed for enterprise data integration use cases.
- Public Profiles Free public-facing profile directory that lets anyone search AdvizorPro's database by firm name or CRD number and view basic firm information, serving as a top-of-funnel awareness and lead-generation asset for the AdvizorPro Platform.
- AI Search Assistant In-app AI assistant launched in 2025 that lets users run searches against AdvizorPro's verified RIA and advisor data using plain English, automatically building queries and filters within the platform.
Quantifiable outcome
- Real-time advisor movement tracking: 2,118 advisor transitions tracked in May 2026, enabling precise identification of firms with net inflows
- +2 more outcomes
Companies that use AdvizorPro
Customer profileNamed customers7 records
Segments6 records
Ideal customer profiles5 records
AdvizorPro technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration18 records
AI capability7 records
Feature10 records
AdvizorPro partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Zoe FinancialminorZoe Financial partnered with AdvizorPro to boost RIA growth across the United States. The partnership emphasizes Zoe Financial's focus on expanding its RIA services and showcases AdvizorPro's role as a leading data and engagement platform in financial services. The collaboration enables Zoe Financial to leverage AdvizorPro's verified RIA database for advisor prospecting.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
AdvizorPro competitors and assessment
Company assessmentDirect peers
- FINTRX: FINTRX is a leading investor intelligence and RIA database platform covering registered investment advisors, family offices, and broker-dealers. It is the most direct competitor to AdvizorPro, often cited alongside it in third-party comparisons, offering similar contact, AUM, and ownership data for the wealth management channel.
- DiscoveryData (formerly BrightScope): DiscoveryData operates the Advisor Intelligence platform built from the legacy BrightScope data set, providing verified financial advisor and firm profiles with CRM and analytics tools for asset managers, ETF issuers, and recruiters. It competes head-to-head with AdvizorPro in the RIA and advisor data intelligence category.
- Hearsay Systems: Hearsay (now part of Yext after acquisition) provides a digital engagement and compliance platform for financial advisors and insurance agents. It targets a similar buyer persona at asset managers and wealth firms, focusing on advisor social media, websites, and pre-approved content workflows rather than prospecting data.
Emerging players
- Datanyze: Datanyze specializes in technology install data, revealing which companies use specific software platforms. AdvizorPro's Tech Stack Intelligence feature (mapping RIA use of Orion, Envestnet, eMoney) competes directly with Datanyze's data set, though Datanyze spans all verticals rather than specializing in wealth management.
- SourceScrub: SourceScrub provides B2B contact and company intelligence with strong coverage of private markets and financial services. It overlaps with AdvizorPro's prospecting use case for M&A teams, recruiters, and asset managers but lacks AdvizorPro's depth in RIA-specific data such as ETF holdings and advisor movement.
Broad incumbents
- ZoomInfo: ZoomInfo is a leading go-to-market intelligence platform with broad B2B contact, intent, and org-chart data. It is a broader incumbent that financial services buyers may evaluate alongside AdvizorPro, though ZoomInfo's coverage of RIA-specific fields (custodian, ETF holdings, Form ADV data) is materially less specialized.
- Apollo.io: Apollo.io combines a B2B contact database with sales engagement tooling, increasingly used by financial services sales teams. It is a broader sales intelligence incumbent that competes for the same sales-led buyer at wealthtech and asset management firms, even though its depth in wealth-specific datasets is limited.
- Salesforce Financial Services Cloud: Salesforce Financial Services Cloud is a vertical CRM tailored to wealth management, retail banking, and insurance. AdvizorPro integrates natively with Salesforce rather than competing head-on, but Salesforce's embedded data and Einstein AI capabilities represent a strategic adjacent threat to standalone advisor intelligence vendors.
Others
- Orion Advisor Tech: Orion is a portfolio management and CRM platform for RIAs whose tech stack adoption is itself tracked within AdvizorPro's Tech Stack Intelligence. It is an ecosystem participant and data source rather than a direct competitor, but its growing CRM capabilities overlap with workflow needs of AdvizorPro's wealthtech customers.
- CAIS: CAIS is an alternative investment platform connecting RIAs and wealth managers to alts, and is tracked within AdvizorPro's platform integration coverage. As an AdvizorPro customer and data source, CAIS is more of an ecosystem partner than a competitor, but its growing distribution intelligence for alts is an adjacent capability.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
AdvizorPro social profiles
Digital presenceAdvizorPro financial estimates
Financial estimateRevenue estimate
Valuation estimate
AdvizorPro leadership team
Management profileNumber of profiles
Profiles3 records
AdvizorPro funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AdvizorPro M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AdvizorPro
What does AdvizorPro do?
AdvizorPro is a B2B SaaS data intelligence platform that delivers verified contact, firm, AUM, ETF holdings, and tech stack data on 750,000+ RIAs, family offices, broker-dealers, and wealth teams to asset managers, ETF issuers, wealthtech firms, recruiters, and M&A teams. The platform combines AI-powered search, lead scoring, and website visitor identification with native CRM and AI assistant integrations to support advisor prospecting and distribution workflows.
Is AdvizorPro a public or private company?
AdvizorPro is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was AdvizorPro founded?
AdvizorPro was founded in -1. It employs 11 to 50 people.
Where is AdvizorPro based?
AdvizorPro is headquartered in Atlanta, United States, in the North America region.
How does AdvizorPro make money?
One revenue line is on record: saaS Platform Subscription.
Who are AdvizorPro's main competitors?
Direct peers on record are FINTRX, DiscoveryData (formerly BrightScope) and Hearsay Systems. Emerging players are Datanyze and SourceScrub. Broad incumbents are ZoomInfo, Apollo.io and Salesforce Financial Services Cloud. Others are Orion Advisor Tech and CAIS.
Does AdvizorPro have an API?
Yes. AdvizorPro offers a Data Feed and API that enables programmatic access to their RIA and advisor data, allowing customers to integrate advisor intelligence directly into internal workflows and CRM systems. Developer documentation is at advizorpro.com/platform/data-feeds-and-api.
What industry is AdvizorPro in?
AdvizorPro's product category is Wealth Management Data Intelligence. Its primary akta.pro industry code is HDAEAFAA, Sales Force Automation (SFA) CRM. Its NAICS code is 518 and its SIC code is 7372.