AdvizorPro Press Releases

• Published on January 7, 2025 - 14:00 GMT

  

  AdvizorPro Appoints Brandon Smith as Chief Technology Officer to Drive Product and Market Expansion

  Brandon Smith, former Global Head of Engineering at Nasdaq, joins AdvizorPro as CTO, bringing key industry expertise to fuel innovation and product development. ATLANTA, GA, UNITED STATES, January 7, 2025 /⁨EINPresswire.com⁩/ -- AdvizorPro is thrilled to …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on December 18, 2024 - 21:47 GMT

  

  AdvizorPro Adds Powerful Lead Scoring Feature

  ATLANTA, GA, UNITED STATES, December 18, 2024 /⁨EINPresswire.com⁩/ -- AdvizorPro, the leading provider of prospecting solutions in the financial services industry, is thrilled to announce the launch of its latest feature: Lead Scoring. Designed to simplify …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on December 10, 2024 - 22:08 GMT

  AdvizorPro Unveils ContactIQ 4.0: Advancing Wealth Advisor Intelligence

  ATLANTA, GA, UNITED STATES, December 10, 2024 /⁨EINPresswire.com⁩/ -- AdvizorPro, the industry leader in delivering unmatched contact and firm data for wealth advisors, family offices, banks & trusts, and beyond, is proud to announce the launch of …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on September 12, 2024 - 13:00 GMT

  

  AdvizorPro Welcomes Dustin Echenique as Chief Revenue Officer

  ATLANTA, GA, UNITED STATES, September 12, 2024 /⁨EINPresswire.com⁩/ -- AdvizorPro, the leading provider of B2B contact and company information in the RIA & family office ecosystem, is excited to announce the key hire of Dustin Echenique as Chief …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on August 13, 2024 - 15:23 GMT

  AdvizorPro Makes the Inc. 5000 List of Fastest Growing Private Companies

  ATLANTA, GA, UNITED STATES, August 13, 2024 /⁨EINPresswire.com⁩/ -- AdvizorPro, the leading provider of B2B contact and company information in the financial services ecosystem, today announced it has been recognized on the 2024 Inc. 5000, an annual list of …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on July 31, 2024 - 17:02 GMT

  AdvizorPro’s Half-Year Recap Showcases Significant Enhancements to Intermediary & Investor Database

  ATLANTA, GA, UNITED STATES, July 31, 2024 /⁨EINPresswire.com⁩/ -- AdvizorPro, a leading provider of comprehensive and accurate data for financial professionals, is proud to announce significant milestones achieved in the first half of 2024. The company…

  Distribution channels: Banking, Finance & Investment Industry ...
• Published on July 9, 2024 - 15:52 GMT

  AdvizorPro Announces the Launch of its Comprehensive Bank & Trust Company Database

  AdvizorPro launches bank & trust dataset, offering in-depth profiles, advanced filtering, and CRM integration. ATLANTA, GA, UNITED STATES, July 9, 2024 /⁨EINPresswire.com⁩/ -- AdvizorPro, a leading provider of financial industry data and intelligence, …

  Distribution channels: Banking, Finance & Investment Industry ...
• Published on December 7, 2023 - 13:30 GMT

  

  AdvizorPro Unveils Family Office and Advisor Teams Modules to Enhance Sales and Marketing Capabilities

  Leading Financial Services Data Platform Unveils Family Office and Advisor Teams Modules to Enhance Sales and Marketing Capabilities With More Coming in 2024 ATLANTA, GA, USA, December 7, 2023 /⁨EINPresswire.com⁩/ -- AdvizorPro, the premier provider of …

  Distribution channels: Banking, Finance & Investment Industry ...
• Published on October 11, 2023 - 12:00 GMT

  

  AdvizorPro Releases List Matching For Near-Instant Enrichment Of Contact and Profile Data for Uploaded Lists of Advisors

  AdvizorPro has announced the launch of a module allowing clients to easily match lists of advisors with AdvizorPro’s robust contact and profile data. ATLANTA, GEORGIA, UNITED STATES, October 11, 2023 /⁨EINPresswire.com⁩/ -- AdvizorPro, a leading provider …

  Distribution channels: Banking, Finance & Investment Industry, IT Industry ...