29
Growth Score
pts
Heat Score
-3 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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552220
AdvisorTarget offers data-driven marketing for Asset Management, Wealth Management, and FinTech, focusing on advisor lead generation.
- Michael Winnick: President
- Duncan MacDonald-Korth: Founder and CEOPast Role: COVID Loan Tracker, Co-Founder
About the Company
AdvisorTarget specializes in providing data-driven marketing solutions tailored for Asset Management Companies, Wealth Management Firms, and FinTech Platforms. The company's services include demand lead generation, data targeting, and direct email marketing specifically designed to help clients grow their advisor-distributed businesses.
Utilizing patented, cookie-free technology, AdvisorTarget captures and profiles active buying behaviors among financial advisors by analyzing their daily editorial reading habits on select financial websites. This approach allows for the delivery of highly targeted marketing campaigns, aiming to connect asset managers and wealth management companies with relevant financial advisors effectively.
