Marketing & growth AI prospecting Lead generation and matching Social media

VastAdvisor

AI-run paid digital campaigns and lead intelligence for RIAs, broker-dealer networks and asset managers

Austin, TX, USvastadvisor.aiNot yet confirmed by the company

What it does

VastAdvisor is an AI-driven client-acquisition platform for independent RIAs from about $50 million to $5 billion-plus in AUM, enterprise wealth platforms and independent broker-dealers with advisor networks, and asset managers. It is pitched as a replacement for lead brokers and outside agencies, giving the firm its own acquisition program.

The platform assembles a profile of the firm and its brand, builds audiences from ideal-client profiles, and generates and deploys campaigns across Google, LinkedIn and Meta. A set of dashboards covers campaigns, leads, audiences, compliance and the firm, and campaign results feed back into the targeting model. Content is reviewed before launch against the SEC Marketing Rule and FINRA 2210, and AI decisions are logged.

VastAdvisor is based in Austin, Texas. Published pricing runs from Starter at $799 per month plus a $1,500 setup fee to Elite at $9,999 per month plus $7,500 setup, with setup waived on annual terms and custom enterprise agreements for networks.

Best for

Serves: RIAs, Broker-dealers, Asset managers
Firm size: Under $250M, $250M to $1B, $1B to $5B, $5B to $25B

Features

Ideal client profile audience building
AI campaign builder for Google, LinkedIn and Meta
Lead and campaign dashboards
Pre-launch compliance review
Logged AI decisions
Multi-seat firm deployment

Pricing and deployment

Pricing model: Tiered
Published pricing: Starter $799/mo + $1,500 setup; Core $1,750/mo + $2,500; Pro $3,500/mo + $5,000; Elite $9,999/mo + $7,500; setup waived on annual; enterprise custom
Deployment: Cloud