Search Smarter. Prioritize Faster.

Type in plain English and instantly surface best-fit RIAs, family offices, and firms - ranked by engagement, fit, and buying signals.

How AdvizorPro’s AI Supercharges Your Prospecting

From conversational search to auto-scored lead lists - every step is tuned for smarter targeting.

Use natural language queries like “RIAs invested in buffered ETFs” or “family offices focused on private real estate".

AdvizorPro detects intent and applies relevant filters (custodian, platform, AUM, region, more).

See top matches scored based on engagement signals, size, and strategic fit for faster follow-up.

Score and rank firms using real growth signals - like AUM trends, investment changes, and tech adoption.

Prioritize based on dozens of criteria including: firm size, custodian changes, or new platform adoption
Score and rank firms using real growth signals - like AUM trends, investment changes, and tech adoption.
Route top-scoring prospects to sales teams automatically
Spot expansion-stage firms or those showing digital buying behavior
Scores update automatically as new data signals emerge

A sales team focuses efforts on top 10% scoring firms and improves conversion by 25%.

Use plain English to search the way your team thinks — no complex filter logic needed.

Instantly surface RIAs, family offices, and firms using any keyword, platform, custodian, and dozens of other criteria
No code. No query builders. Just results from natural language prompts.
Instantly surface RIAs, family offices, and firms using any keyword, platform, custodian, and dozens of other criteria
Segment targets for campaigns, events, or outreach in seconds

A marketing team builds a hyper-targeted list for an estate planning webinar in under 5 minutes plain english AI search

Explore the full set of platform features - from AI search and scoring to website visitor tracking and CRM integrations.

Chase Smith

Potomac