Company intelligence
AdvizorPro
Fuel Your Growth With High Quality Financial Advisor, Family Office, & Insurance Producer Data
About AdvizorPro
AdvizorPro is the leading provider of B2B contact and company information in the financial services ecosystem. Its platform features tens of millions of data points on financial advisors, family offices, and insurance producers, empowering customers to enhance their sales, marketing, and recruitment efforts. AdvizorPro serves asset managers, SaaS companies, insurance carriers, IMO/FMOs, and recruiters.
Verified activity
Signals from AdvizorPro
5 published signals
Products & Services
AdvizorPro CEO Michael Magnan walks advisors through how to get a brief for Breakthru meetings using Claude, ChatGPT, or Perplexity on the calendar.
Reported by AdvizorPro
Presence & Recognition
AdvizorPro is sponsoring Future Proof, September 14 to 17, featuring a signature AdvizorPro jersey.
Reported by AdvizorPro
Research & Knowledge
AdvizorPro tracked 2,652 advisor moves in August 2026, with Raymond James taking the top spot for hires.
Reported by AdvizorPro
Research & Knowledge
AdvizorPro published a 2026 analysis showing that women are on track to control 38% of US investable assets by 2030 and make up just 26% of financial advisors.
Reported by AdvizorPro
Research & Knowledge
AdvizorPro published an ETF report tracking 5,398 RIAs that piled into chips and semiconductors like SOXX and SMH, added AI funds like AIQ and QTUM, and backed infrastructure powering it all.
Reported by AdvizorPro