AdvisorTarget helps Asset Managers and Wealth Management Companies grow their Advisor distributed businesses through the application of patented technologies and proprietary Advisor Intent and Identification Databases. We capture what content, via publications and websites, advisors consume to discern what they intend to purchase to help proactively refine your marketing and sales efforts.

Our featured solutions include.

The Advisor IP Match Product uncovers Advisors coming to your website who are anonymous to you and identifies which of your products and solutions they are researching along with when and how often they are visiting. These are high quality leads that can be targeted with personalized sales and marketing follow-up.

The Advisor Intent Signals Product provides a monthly list of advisors who are showing the highest levels of interest/intent in a specific Morningstar Category of your choosing (“Off-site Intent”). This list enables a personalized approach to these New Advisor Leads based on your understanding of the Asset Class in which they are expressing interest.


Kristin Gibson
COO AdvisorTarget