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About AdvizorPro
What is AdvizorPro?
AdvizorPro is a leading RIA database designed to help asset managers, ETF issuers, wealthtechs, and recruiting firms scale their sales and marketing. It provides verified contact data, accurate AUM, and insights into advisor holdings and tech stacks — all in one platform.
Who is it for?
AdvizorPro is built for teams that sell to RIAs: ETF issuers, alternatives managers, asset managers, wealthtech companies, and recruiting/M&A firms. It helps them find, verify, and connect with high-value prospects faster. If you don't need advisor intelligence, this isn't for you.
Key use cases
Filter prospects by AUM, platform, ETF holdings, and lead score. See tech stack and recent changes to personalize outreach. Connect AdvizorPro data to Claude or ChatGPT via AI integration for plain-English queries. Integrate with Salesforce, HubSpot, or Dynamics for CRM auto-enrichment.
Key features
- CRM integration — Sync seamlessly with Salesforce, HubSpot, and Dynamics to auto-enrich contacts and power real-time workflows.
- Traffic IQ — Identify which RIAs are on your site before they fill out a form, turning anonymous traffic into outreach-ready leads.
- Lead Scoring — Automatically score advisors and firms based on location, AUM, custodian, keyword tags, and site visits.
- Tech Stack — See which firms use tools like Orion, Envestnet, or eMoney to target competitors or specific platforms.
- Contact Intelligence — Reach decision-makers with verified titles, emails, and phone numbers across RIAs and family offices.
- AI Search Assistant — Chat with an in-app assistant to run searches using natural language, building queries and filters automatically.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
◆ AI advisor — 30 seconds, no signup
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AdvizorPro Pricing
AdvizorPro pricing: Contact for pricing.
For comparison: the median starting price in Analytics & Data is $29/month, measured across 257 tools we track. See the full SaaS Pricing Index →
Custom pricing
AdvizorPro offers custom plans based on your team's needs. The platform is trusted by 600+ clients and includes access to the full RIA database, CRM integrations, and AI capabilities. No public pricing is listed — book a demo to get a quote and see if a free trial is available.
Frequently asked questions
What is AdvizorPro used for?
AdvizorPro is an RIA database and analytics tool used by asset managers, ETF issuers, and wealthtechs to find, verify, and connect with advisor prospects. It helps identify high-value RIAs, understand their holdings and tech stack, and personalize outreach.
Who is AdvizorPro best for?
It's best for ETF issuers, alternatives managers, asset managers, wealthtech companies, and recruiting/M&A firms that sell to RIAs or need advisor intelligence. It's not designed for general B2B sales outside finance.
Does AdvizorPro have a free trial?
The scraped data doesn't specify a free trial, but they offer a 'Book A Quick Demo' — so you can request a product walkthrough to see if it fits your needs.
How much does AdvizorPro cost?
Pricing is not publicly listed. It's likely custom depending on team size and access level. Contact AdvizorPro directly for a quote.
What are the top alternatives to AdvizorPro?
Alternatives include other RIA databases like WealthEngine, Discovery Data, or Lazard's RIA database. However, AdvizorPro's AI integration and lead scoring features make it unique.
Does AdvizorPro integrate with AI tools?
Yes, AdvizorPro connects to Claude and ChatGPT, allowing you to query RIA data in plain English directly within those AI tools. It also integrates with Salesforce, HubSpot, and Dynamics.
