VastAdvisor
Financial Software · Texas, United States · 11-50 Employees
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Overview
Headquarters
10727 Domain Dr, Austin, Texas, 78758, U...Phone Number
(617) 299-7247Website
www.vastadvisor.aiRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About VastAdvisor
VastAdvisor is a privately held software company headquartered in Austin, Texas, that develops artificial intelligence technology for the wealth-management industry. The company operates as a WealthTech platform provider, delivering software designed to help registered investment advisors, wealth enterprises, asset managers, broker-dealers, custodians, aggregators, and related financial organizations improve client acquisition, marketing effectiveness, audience intelligence, and regulatory compliance. Its technology combines artificial intelligence, customer relationship management, campaign automation, analytics, and compliance controls into an integrated software environment.Explore more
VastAdvisor Org Chart
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2026
Seed
$1M
VastAdvisor News & Media
VastAdvisor Launches New Version, Connecting CRM Intelligence to AI-Driven Campaign Execution for Wealth Management Firms
New release closes the loop between advisor relationship data and personalized client outreach — with institutional memory and compliance-grade infrastructure built in DANA POINT, Calif., June 23, 2026 /PRNewswire/ -- VastAdvisor, the AI-powered growth platform purpose-built for wealth...VastAdvisor Appoints Jeremi Karnell as Chief Product Officer
Leadership addition accelerates wealth management enterprise AI infrastructure buildout DANA POINT, Calif., June 3, 2026 /PRNewswire/ -- VastAdvisor, the AI-powered Organic Growth OS for wealth management firms, today announced that Jeremi Karnell has joined the company as Chief Product...VastAdvisor Launches Native CRM Integrations with Salesforce, Microsoft Dynamics, and HubSpot
Wealth management's leading AI-powered organic growth engine eliminates data fragmentation across the three CRMs most widely used by advisory firms — meeting advisors inside the systems they already trust. PHOENIX, May 20, 2026 /PRNewswire/ -- VastAdvisor, the AI-powered organic growth...VastAdvisor Appoints Dr. Edoardo M. Airoldi as Acting Chief Data Officer and Investor to Advance AI-Driven Decision Intelligence
Renowned data scientist and investor to accelerate VastAdvisor's AI-powered decision intelligence and model innovation. DANA POINT, Calif., April 20, 2026 /PRNewswire/ -- VastAdvisor today announced that Dr. Edoardo (Edo) M. Airoldi (https://www.vastadvisor.ai/team) has joined the company...
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VastAdvisor is a privately held software company headquartered in Austin, Texas, that develops artificial intelligence technology for the wealth-management industry. The company operates as a WealthTech platform provider, delivering software designed to help registered investment advisors, wealth enterprises, asset managers, broker-dealers, custodi... Read More
