AdvizorPro
B2B data intelligence for the financial advisor and insurance producer markets
Overview
AdvizorPro is a B2B contact and company intelligence platform serving asset managers, wealthtech firms, insurance carriers, and recruiters targeting financial advisors and insurance producers. Founded in 2017 and headquartered in Atlanta, Georgia, the company provides verified data on over 750,000 registered investment advisors and nearly 2 million licensed insurance agents, enabling sales and marketing teams to identify, segment, and engage high-fit prospects.
The platform delivers data through a SaaS interface and REST API with integrations into Salesforce, HubSpot, Microsoft Dynamics, and Snowflake. Core capabilities include advanced filtering by assets under management, custodian platform, carrier affiliations, license status, and technology stack -- along with AI-driven lead scoring and natural language queries powered by integrations with Claude and ChatGPT. A website intent product, TrafficIQ, converts anonymous site visitors into identified prospects.
AdvizorPro serves over 600 clients across enterprise and mid-market segments and has been bootstrapped since founding. The company was listed on the Inc. 5000 in 2025 at No. 1,464 with 298% three-year growth, and ranked No. 70 on the Inc. Regionals 2026 Southeast list with 132% two-year growth. It relocated to a larger Midtown Atlanta headquarters in mid-2025 to support continued expansion.
Products & Services
ContactIQ
Verified contact data for decision-makers within financial advisory and insurance firms, including titles, emails, phone numbers, and LinkedIn profiles. Includes technology stack intelligence showing which firms use specific software platforms.
Key Features
- CRM integrations with Salesforce, HubSpot, and Microsoft Dynamics
- Technology stack visibility across advisor and producer firms
- AI-driven lead scoring and natural language query support
Target Users: Asset managers, wealthtech companies, insurance carriers, recruiters
RIA Database
A database of 750,000+ verified profiles of registered investment advisors and family offices with advanced search and filtering capabilities.
Key Features
- Filtering by AUM, custodian platform, ETF holdings, and specialization
- Conference and webinar attendee enrichment
- Weekly data refresh with activity signals
Target Users: Asset managers, wealthtech firms, financial services recruiters
Insurance Producer Data Module
Access to nearly 2 million licensed insurance agents across all 50 states covering life, health, annuity, and P&C lines. Launched November 2022.
Key Features
- Carrier affiliations with appointment tracking
- Firm and agency organizational hierarchy
- Hybrid rep identification (dual securities and insurance licensees)
- 100+ state-by-state filtering options with weekly license renewal tracking
Target Users: Insurance carriers, MGAs, recruiters targeting producers
TrafficIQ
Website intent tracking product that converts anonymous visitors to identified sales leads for firms selling into the RIA market. Launched April 2025.
Key Features
- Anonymous visitor identification against advisor and firm database
- Actionable lead output integrated with CRM systems
- Real-time intent signals for sales outreach
Target Users: Asset managers and wealthtech companies with RIA-targeted websites
At a Glance
- Founded
- 2017
- Headquarters
- Atlanta, Georgia, USA
- Employees
- 21-50
- Funding
- Bootstrapped
Category & Focus
- Category
- Data & Analytics
- Subcategories
- Contact Intelligence Sales Intelligence Producer Data Advisor Database
- Insurance Verticals
- Life & Annuity P&C Personal P&C Commercial Health
- Target Customers
- Carriers, Agents/Agencies, MGAs/MGUs
Customers
- Wealthup
- Cantor
- Simplify
- Vest
- YCharts
- AdvisorShares
- Fisher Investments
- Redwood
- Captrust
- Elderlife Financial
- Warner Pacific
- Quantum Financial Advisors
- Tarkenton Financial
- AssetMap
Links
Similar Companies
-
IntellitechSaaS data platform and AI automation for European insurance companies -
PortfoPlusAI-powered insurance portfolio management platform for agents and policyholders -
PPolysuranceAI-powered telematics and driver risk intelligence for fleet operators and insurance carriers
-
MotorqConnected vehicle intelligence platform delivering OEM-direct telematics data for fleet and insurance applications. -
NNicholas Actuarial SolutionsActuarial consulting and automation software for the insurance industry in Asia
-
MONDAY.ROCKSAI-powered team development platform for insurance carriers and financial services organizations
Last updated: 2026-06-15