Company intelligence
VastAdvisor
The Governed AI Organic Growth OS for modern RIAs and Enterprise Networks
About VastAdvisor
VastAdvisor – The Governed AI Growth Operating System for Financial Advisors VastAdvisor is redefining how financial advisors grow. Built as the industry’s first AI Growth Operating System, we empower Registered Investment Advisors (RIAs) and enterprise wealth firms to replace vendor dependency with owned, compounding growth systems. Our platform combines agentic AI, predictive analytics, and compliance automation to help advisors attract, convert, and retain clients — all while reducing acquisition costs and risk. Through VastAdvisor Enterprise, firms unify their marketing, CRM, and compliance stack into a single intelligent platform. Advisors gain dashboards like Audience IQ, Campaign IQ, Advisor IQ, Firm IQ, and Compliance IQ — delivering real-time insights, next-best-action recommendations, and automated content review aligned with SEC/FINRA standards. VastAdvisor users report: Up to 90% reduction in ad spend through AI-optimized targeting. Faster onboarding and higher-quality leads from integrated Google, Meta, and LinkedIn ad engines. Continuous performance optimization from fine-tuned GPT agents that learn from every campaign and client interaction. Our mission is simple: To give every advisor — from solo practitioners to enterprise networks — the ability to scale authentic, compliant, and data-driven growth at the speed of AI. VastAdvisor is where organic growth meets autonomous intelligence. 🌐 Learn more at www.VastAdvisor.ai
Verified activity
Signals from VastAdvisor
24 published signals
Presence & Recognition
VastAdvisor is attending the ADVISE AI event at Financial Planning's booth at the Hilton Austin from October 20 to 22, 2026, alongside Phil Gale and Zachary Karnell.
Reported by Ian J. Karnell
Presence & Recognition
VastAdvisor is attending the ADVISE AI event at Financial Planning's booth at the Hilton Austin from October 20 to 22, 2026, alongside Phil Gale and Zachary R. Karnell.
Reported by Zachary R. Karnell
Presence & Recognition
VastAdvisor will be on the boardwalk at the FutureProof Festival on the 7th and 8th of September, attending the booth in FinTech Alley.
Reported by Ian J. Karnell
Products & Services
VastAdvisor built VastAdvisor IQ, a five-connected system with a continuously learning loop designed to close the wealth management tech asset gap by identifying targets, launching campaigns, benchmarking performance, clearing content, and following up on leads.
Reported by Ian J. Karnell
Products & Services
VastAdvisor is launching the VastAdvisor MCP Server, connecting firm marketing and growth data directly to AI tools like Claude, Cursor, and MCP clients.
Reported by Ian J. Karnell
Presence & Recognition
VastAdvisor will be on the boardwalk at the FutureProof Festival on Sept 7 through Sept 10, 2026, featuring Ian Karnell, Phil Gale, and Zachary Karnell.
Reported by Zachary R. Karnell
Products & Services
VastAdvisor built VastAdvisor IQ, a five-connected system with a continuously learning loop designed to close the wealth management tech asset gap by identifying targets, launching campaigns, benchmarking performance, clearing content, and following up on leads.
Reported by Zachary R. Karnell
Products & Services
VastAdvisor is launching the VastAdvisor MCP Server, connecting firm marketing and growth data directly to AI tools like Claude, Cursor, and MCP clients.
Reported by Zachary R. Karnell
Presence & Recognition
VastAdvisor is attending the ADVISE AI event at Financial Planning's booth at the Hilton Austin from October 20 to 22, 2026, alongside Phil Gale and Zachary Karnell.
Reported by Ian J. Karnell
Presence & Recognition
VastAdvisor CEO Ian J. Karnell is attending The Ensemble Practice's 5th Annual G2 Leadership Institute Alumni Meeting in downtown Austin from September 28 to 29 for a conversation on the advisory industry and AI.
Reported by Ian J. Karnell
Presence & Recognition
VastAdvisor was recognized in Technology Platforms, Products and Services — Business Development, for Product or Service Innovation, alongside an outstanding group of advisor technology firms.
Reported by Ian J. Karnell
Presence & Recognition
VastAdvisor CEO Ian Karnell is attending The Ensemble Practice's 5th Annual G2 Leadership Institute Alumni Meeting in downtown Austin from September 28 to 29.
Reported by Zachary R. Karnell
Presence & Recognition
VastAdvisor is attending the ADVISE AI event at Financial Planning's booth at the Hilton Austin from October 20 to 22, 2026, alongside Phil Gale and Zachary R. Karnell.
Reported by Zachary R. Karnell
Presence & Recognition
VastAdvisor will be on the boardwalk at the FutureProof Festival on the 70th and 71st days of the event.
Reported by Ian J. Karnell
Research & Knowledge
VastAdvisor published its first WealthTech Guide, including the guidance of Orion, SEI, AssetMark, SS&C, and Dynasty.
Reported by Ian J. Karnell
Presence & Recognition
VastAdvisor will be on the boardwalk at the FutureProof Festival on the 7th and 8th of September, attending the booth in FinTech Alley.
Reported by Zachary R. Karnell
Research & Knowledge
VastAdvisor published its first WealthTech Guide, including the guidance of Orion, SEI, AssetMark, SS&C, and Dynasty.
Reported by Zachary R. Karnell
Research & Knowledge
VastAdvisor benchmarked its actual cost per lead against a lead-broker benchmark of $245.00 and a weighted channel-mix benchmark of $261.25, resulting in an actual cost per lead of $161.75, which is 34% below the lead-broker benchmark and roughly 38% below the channel-mix benchmark.
Reported by Zachary R. Karnell
Products & Services
VastAdvisor released a video showcasing the full journey of an AI campaign creator tool that automates the process of selecting niches, writing positioning, scoring campaign themes, selecting channels, projecting ROAS and new AUM, generating platform-ready ad creative, and catching a FINRA compliance issue with a one-click fix.
Reported by Zachary R. Karnell
Customers & Market
VastAdvisor is live in Canada today with its CSA Portfolio Manager and IFM disclosures.
Reported by Zachary R. Karnell
Presence & Recognition
VastAdvisor will be on the boardwalk at the FutureProof Festival on the 7th and 8th of September, featuring Ian Karnell, Phil Gale, and Zachary Karnell on the boardwalk.
Reported by Zachary R. Karnell
Products & Services
VastAdvisor launched VastAdvisor IQ, a five-connected system featuring Audience IQ, Campaign IQ, Firm IQ, Compliance IQ, and Agent IQ with a continuously learning loop.
Reported by Zachary R. Karnell
Products & Services
VastAdvisor launched VastAdvisor IQ, a live network mapping every campaign, lead, rejection, and compliance signal across enterprise wealth firms, feeding that back into sharper targeting, faster ICP refinement, and fewer compliance misses.
Reported by Zachary R. Karnell
Products & Services
VastAdvisor is launching the VastAdvisor MCP Server, connecting firm marketing and growth data directly to AI tools like Claude, Cursor, and MCP clients.
Reported by Zachary R. Karnell