AdvizorPro
Customer Engagement Platforms · Georgia, United States · 11-50 Employees
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Overview
Headquarters
201 17th St NW, Atlanta, Georgia, 30363,...Phone Number
(404) 913-2554Website
www.advizorpro.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
3
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2
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2
About AdvizorPro
After founding a complimenting product, PlanPro, in 2017, the AdvizorPro team quickly recognized the need for a robust and accurate database of financial advisor contact information. With backgrounds in technology and data science, Michael Magnan, Hesom Parhizkar, and Joseph Caprara immediately set to work building an algorithm and platform to pull this information from a wide variety of reliable sources and deposit it into an easy-to-use tool.Explore more
AdvizorPro Org Chart
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AdvizorPro is experiencing very low activity levels compared to other companies in the Software sector.
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AdvizorPro Tech Stack
A closer look at the technologies used by AdvizorPro
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Hiring Plans
AdvizorPro has more open roles in Sales than it has had at any time in the past 12 months.
Hiring Plans
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Award, Finance
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Executive Moves, Lateral Move
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AdvizorPro News & Media
AdvizorPro: More Advisors Left the Industry Than Joined in 2025
“With more and more to be retiring and leaving the industry, we’ve got to backfill a ton, quickly,” said AdvizorPro co-founder and Chief Product Officer Hesom Parhizkar.AdvizorPro Launches TrafficIQ to Give Asset Managers Real-Time Visibility into RIA Interest
ATLANTA--(BUSINESS WIRE)--AdvizorPro, a leading RIA and financial advisor intelligence platform, today launched TrafficIQ, a new solution that enables firms targeting registered investment advisors to convert anonymous website visitors into actionable sales leads. Purpose-built for firms selling to RIAs, including asset managers, wealthtechs, and more, TrafficIQ is available today and already in use by more than 15 early adopters. TrafficIQ captures firmographic and geographic signals, such asAdvizorPro Unlocks ETF Allocation Trends Among RIAs in Inaugural RIA ETF Trends Report
ATLANTA--(BUSINESS WIRE)--AdvizorPro, a leading RIA and financial advisor intelligence platform, has released its Annual 2025 RIA ETF Trends Report, providing a detailed assessment of how registered investment advisors (RIAs) allocated to ETFs in 2024. Leveraging public filings and utilizing AdvizorPro’s proprietary analysis, the report delivers first of its kind market insight and analysis of RIA ETF positions. The 2025 RIA ETF Trends Report examines fund adoption, issuer growth, and portfolioAdvizorPro Appoints Brandon Smith as Chief Technology Officer to Drive Product and ...
Brandon Smith, former Global Head of Engineering at Nasdaq, joins AdvizorPro as CTO, bringing key industry expertise to fuel innovation and product development.
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Frequently Asked Questions Regarding AdvizorPro
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After founding a complimenting product, PlanPro, in 2017, the AdvizorPro team quickly recognized the need for a robust and accurate database of financial advisor contact information. With backgrounds in technology and data science, Michael Magnan, Hesom Parhizkar, and Joseph Caprara immediately set to work building an algorithm and platform to pull... Read More
