Built for sponsors, asset managers, and issuers raising capital through private placements, including REITs, DSTs, opportunity zone funds, private equity, private credit, and oil & gas programs. AdvizorPro identifies the advisors and firms already placing offerings like yours, down to the individual rep.
Referrals, conference conversations, a research tool that shows you a firm but not its reps, then a second platform just to get contact information. By the time you've built a list, you've spent hours on work that should take minutes.
Search directly by transaction type or offering category and land on the advisors and firms already active in it, complete with contact data, in the same place you do the rest of your prospecting.
AdvizorPro indexes private placement activity across the wealth management channel and makes it fully searchable, the same way you'd search AUM or custodian relationships.
Find every advisor who's received commission on a placement in your offering category, whether that's a DST, an opportunity zone fund, private credit, or any other alternative offering type, within a given time window. Build a prospect list around the exact activity that matters to your fund.
Every offering profile lists the specific reps who placed it with investors. Skip the guesswork on who at a firm to approach. You already know who's done it before.
We'll walk through a live search for your specific offering type and show you exactly who's active in it right now.
The co-placement network shows which broker-dealers consistently syndicate the same deals. That's a strong signal they've cleared sponsor due diligence together and will likely take the next offering from that same sponsor too.
Every offering a broker-dealer has ever sold, with amounts raised and history over time. No more piecing together a firm's alternatives track record from multiple sources.
Illustrative example based on a sample firm profile.
See new placement activity as it's reported, not weeks later.
Every filing names the individuals who placed it, not just the firm.
See which firms consistently syndicate the same sponsors' deals.
Every offering a firm has sold, with amounts raised over time.
Reach the reps you find with verified emails and phone numbers.
AUM, custodian, firm structure, and more, in the same platform.
See how AdvizorPro's private placement intelligence works for your fund's specific offering type. And once you've found the right rep, you're not starting from scratch, it's all connected to AdvizorPro's full advisor intelligence platform: verified contact info, firm profiles, AUM, and the rest of the color you need to work the lead, all in one place.