Overview
Access AdvizorPro's comprehensive registered investment advisor (RIA) and family office data from any webpage within your browser.
Stop jumping between tabs to research prospects. The AdvizorPro extension for Chrome overlays our powerful dataset of registered investment advisors (RIAs), broker-dealers, and family offices directly onto any website you visit. Get the crucial data you need, right when you need it. + Contextual Intelligence, Anywhere Online Turn any webpage into a prospecting tool. Whether you're reading a financial news article, browsing a company website, or working from your web-based email, our extension automatically highlights known contacts and firms. Instantly view detailed profiles and key information without interrupting your workflow. + Build Your Pipeline Faster Act on insights the moment you find them. Add promising prospects to your target lists, tag contacts with custom notes, and set follow-up tasks—all from within the extension's panel. Your prospecting becomes more fluid and efficient, helping you build a robust pipeline with less manual effort. + Seamless CRM Integration Connect AdvizorPro to the tools you already use every day. Our extension integrates directly with Salesforce and Hubspot, allowing you to sync contact information and activities effortlessly. Keep your CRM up-to-date and maintain a single source of truth for all your outreach. Please note: An active AdvizorPro subscription is required to use this extension. Simply log in with your credentials after installation to get started. Equip yourself with the ultimate browser-based tool for modern financial professionals. Install the AdvizorPro Prospecting Companion and transform how you identify and engage with new opportunities. RIA Database | Broker-Dealer Data | Family Office Database | Wealth Management | Financial Advisor Tools | Prospecting | Salesforce Integration | Hubspot Integration
Details
- Version0.5.0
- UpdatedNovember 1, 2025
- Offered byAdvizorPro
- Size990KiB
- Languages2 languages
- Developer
Email
chrome-group-publishing@planprofessional.com - Non-traderThis developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.
Privacy
AdvizorPro has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.
AdvizorPro handles the following:
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes
