Assetlink

What Assetlink does

AssetLink (legal entity: Diligence Fund Distributors, Inc., dba AssetLink) is a private US enterprise SaaS company, founded circa 2021 and headquartered in Texas, that operates an AI-powered decision intelligence platform for the wealth management distribution industry. The platform ingests and daily-updates regulatory data from SEC, FINRA, and IAPD sources — including BrokerCheck records, CRD registration histories, U4/U5 movement filings, and ADV firm data — and layers third-party contact enrichment, proprietary analytics, AI-parsed industry news, and digital footprint intelligence on top to produce a unified advisor and firm dataset. Core product capabilities include screening by AUM, production proxies, prior firms, reachability, channel, and geography; daily movement-signal detection from filings and news; outcome-driven ICP tagging and segmentation; and, at the Enterprise tier, custom data pipelines, bidirectional Salesforce integration, entity resolution at scale, and the ConvoPulse conversation intelligence module that converts wholesaler field notes into searchable, sentiment-tagged data.

The company targets four horizontal customer segments: advisor recruiters, asset managers, wholesalers, and RIA aggregators — all of whom compete on timing and precision in advisor relationships. GTM is exclusively enterprise field and inside sales, with HubSpot Meetings as the demo-booking infrastructure, quote-based custom pricing rather than transparent self-serve tiers, and a marketing mix anchored on content, LinkedIn presence, and vertical-industry award credibility (ThinkAdvisor Luminary 2025, 2023 Investment News Award winner, ThinkAdvisor and Wealth Management Industry Award finalist). Revenue is driven primarily by recurring subscription platform fees, with additional promotional fees on the DFD fund distribution network for managers and advisors seeking visibility. The company is SOC 2 Type II certified, holds two patents covering AI workflow automation and advisor intelligence, and has 1–10 employees with no publicly disclosed revenue or institutional funding beyond a May 2025 round led by The Founders Arena.

Name

Assetlink

Legal name

Diligence Fund Distributors, Inc.

Website

https://assetlink.ai

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription Platform Fees: AssetLink operates as an enterprise SaaS company offering subscription-based access to its platform. Financial advisors and investment managers pay subscription fees to access the platform. Additional fees may apply for promotional features on the DFD fund distribution network. The primary revenue model is recurring subscription fees from enterprise and professional customers.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

AssetLink is an AI-powered decision intelligence platform for wealth management that aggregates SEC, FINRA, and IAPD regulatory data, enriches advisor and firm profiles with proprietary analytics, AI-parsed news, and digital footprint intelligence, and exposes movement signals, screening, segmentation, and conversation intelligence to advisor recruiters, asset managers, wholesalers, and RIA aggregators. The platform unifies fragmented advisor data into workflow-ready intelligence for distribution teams that compete on timing.

Product overview

AssetLink is a decision intelligence platform for wealth management, consisting of a core platform (AssetLink Platform) plus an enterprise-tier add-on module (AssetLink Enterprise). AssetLink Enterprise extends the core platform with custom data pipelines, Salesforce CRM integration, and entity resolution at scale, and includes the ConvoPulse conversation intelligence submodule. The platform is SOC 2 Type II certified and backed by proprietary AI patents covering workflow automation and advisor intelligence.

Differentiator

Problem solved

Functional benefit

Products and services

• AssetLink Platform Core decision intelligence platform for wealth management that delivers advisor search and screening, proprietary analytics built on regulatory data, enriched profiles, AI-parsed news, and movement signal detection. Designed for advisor recruiters, asset managers, wholesalers, and RIA aggregators who compete on timing in distribution.
• AssetLink Enterprise Enterprise tier for asset managers and large distribution teams that builds custom data pipelines, Salesforce integrations, and entity resolution at scale, unifying the advisor universe across fragmented inputs and surfacing highest-opportunity advisors by territory with distinct logic for mature versus nascent territories.

Quantifiable outcome

• Movement signals detected daily from regulatory filings and AI-parsed industry news, linked to advisor profiles before competitors see them
• +2 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability7 records

Feature6 records

Partnerships

Three partnerships are on record, tiered core.

• HubSpot MeetingscoreTechnology or IntegrationHubSpot Meetings is used as the demo booking infrastructure for AssetLink's primary customer acquisition touchpoint. All 'Book a Demo' CTAs across the website redirect to HubSpot Meetings, where prospective customers submit contact information to schedule demos with the sales team. HubSpot's own privacy policy governs data collected through this form. This is a critical GTM infrastructure component for the company's sales motion.
• SalesforcecoreTechnology or IntegrationSalesforce integration is offered as part of AssetLink's enterprise tier. Custom data pipelines reconcile fragmented inputs from Salesforce, spreadsheets, and siloed tools into workflow-ready output. The integration is bidirectional — linking wholesaler notes directly to advisor profiles and contact data. This is a key component of the enterprise value proposition.
• SEC / FINRA / IAPD (Regulatory Data Sources)coreTechnology or IntegrationAssetLink aggregates regulatory data from SEC, FINRA, and IAPD sources as foundational data inputs for the platform. Data includes CRD registration history, U4/U5 filing movements, ADV firm filings, and BrokerCheck data, all updated daily. These public/regulatory data sources form the core data backbone of the platform's intelligence layer.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• ZoomInfo: ZoomInfo is a leading B2B sales intelligence platform with a massive contact and company database. While generalist, it competes with AssetLink for enterprise sales intelligence budgets and has the scale to deepen financial-services-specific functionality.
• LinkedIn Sales Navigator: LinkedIn Sales Navigator is the dominant professional-network-based sales intelligence tool used by wholesalers and asset manager distribution teams. It competes for the same enterprise budgets as AssetLink, though with less wealth-management-specific depth.
• Apollo.io: Apollo.io is a B2B sales intelligence and engagement platform combining contact data with workflow automation. It competes with AssetLink Enterprise's prioritization and Salesforce-integrated workflow capabilities, though without the wealth-management regulatory data layer.
• Orion Advisor Tech: Orion Advisor Tech provides portfolio accounting, CRM, and advisor technology to wealth management firms. While broader than AssetLink, it overlaps in CRM and workflow tooling sold to enterprise RIA and broker-dealer distribution teams.

Direct peers

• Datalign: Datalign is a wealth management-focused data and analytics platform that helps advisors and asset managers track advisor movement, performance, and territory data. It is the closest direct competitor to AssetLink's core advisor intelligence offering.
• AdvisorCheck: AdvisorCheck provides financial advisor and broker search capabilities leveraging FINRA and SEC regulatory data. It directly competes with AssetLink on advisor screening, disclosure history, and CRD-based profile data.

Emerging players

• Seamless.AI: Seamless.AI provides real-time contact and company search for B2B sales teams. It overlaps with AssetLink on contact data enrichment for sales workflows but lacks wealth-management-specific regulatory intelligence.
• YCharts: YCharts provides financial data, analytics, and advisor-facing tools used by asset managers and advisors. It overlaps with AssetLink on firm intelligence and analytics, though less on advisor movement and conversation intelligence.
• Hearsay Systems: Hearsay Systems provides advisor social media and compliance tools for wealth management firms. It competes with AssetLink for technology budgets at large enterprise wealth management organizations, with overlap on advisor workflow enablement.

Others

• Redtail CRM: Redtail CRM is a leading CRM for financial advisors and RIAs. It is ecosystem-adjacent to AssetLink — AssetLink's Salesforce integration competes for the same workflow footprint, and Redtail is a potential distribution or integration partner.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/assetlinkai
• Xx.com/Assetlink_
• Facebookfacebook.com/61555410142853

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Assetlink