Business introduction
The AI-powered organic growth OS
For modern RIAs and enterprise networks
VastAdvisor is redefining how financial advisors grow. Built as the industry’s first AI growth operating system, we empower Registered Investment Advisors (RIAs) and enterprise wealth firms to replace vendor dependency with owned, compounding growth systems.
Our platform combines agentic AI, predictive analytics, and compliance automation to help advisors attract, convert, and retain clients — all while reducing acquisition costs and risk.
VastAdvisor Solutions
VastAdvisor Enterprise
Who is this for? Independent broker-dealers, custodians, asset managers, and aggregators all share the same pain point: advisor growth has not kept pace with digital transformation. Referrals and purchased leads are expensive, unpredictable, and difficult to scale Vendor-driven marketing lacks attribution and firm-level transparency Advisors operate with fragmented tools, leaving enterprises blind to ROI......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Client Marketing & Prospecting
VastAdvisor Grow
By combining intelligent ad targeting, automated campaign execution, and personalized lead nurturing, Grow made it possible for advisors to lower client acquisition costs, streamline marketing, and generate measurable results—without relying on expensive lead vendors or outdated tactics. It was the first step in proving how AI could reshape advisor marketing—helping firms......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Client Marketing & Prospecting
