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Acquisition of Leading Interactive Publisher for RIAs, Wealth Managers and Financial Advisors Advances VettaFi’s Growth Strategy and Reinforces Company’s Commitment to Transform Financial Services from Industry to Community
Los Angeles, October 20, 2022 – VettaFi, a data, analytics, indexing, digital distribution and thought leadership company that helps asset managers solve their most pressing and complex challenges, today announced a major interactive investment for registered investment advisors (RIAs). Announced the acquisition of publisher Advisor Perspectives. Wealth manager, financial planner.
Founded in 2007, Advisor Perspectives has become a leading digital publisher for the advisory profession (the site has been named the “Most Read Electronic News for Financial Advisors” annually since 2019 by research firm Erdos & Morgan). letter”). Among our many digital-first offerings for financial professionals are our award-winning email newsletters, including investment and practice management insights, market commentary from leading asset managers, and more. It’s packed full, all of which feed into our proprietary database of hundreds of thousands of financial professionals across the country. and globally.
Tom Hendrickson, Chief Product & Innovation Officer at VettaFi said: “They have also built one of the most robust advisor databases in the industry. This, coupled with a large data warehouse built and collated by the VettaFi team, provides product research, understanding, and financial advisor It makes VettaFi the clear leader in connectivity and solutions.”
“At VettaFi, we are transforming financial services from an industry to a community. With Advisor Perspectives, our investor community is bigger and stronger. Jon Fee, Chief Marketing Officer, said: “Today, the acquisition increased VettaFi’s email reach by more than 200% and increased our sales in the registered financial advisor segment. We are determined to use this growth to drive positive outcomes for advisors of all sizes to grow and navigate the future of finance. increase.”
Advisor Perspectives is the latest addition to the VettaFi universe announced in May, covering industry-leading efforts from ETF Trends, ETF Database, S-Network Global Indexes, and Alerian.
“When we first started talking to the VettaFi team about this opportunity, the synergies were immediate. I look forward to joining the VettaFi team as a post-transaction leader and building on what we have grown over the past 15 years.” He founded Advisor Perspectives and led the company as CEO. “Our mission continues to be to help our advisors achieve their clients’ financial goals. Together with our colleagues at VettaFi, we grow our community of mutual service and shared vision and values. We look forward to providing new solutions that meet
For more information on VettaFi, please visit https://vettafi.com/.
About VettaFi
VettaFi LLC is a data, analytics and thought leadership company that transforms financial services from industry to community, one relationship at a time. Engaging millions of investors each year, VettaFi fosters an industry-leading, data-driven platform built to empower and educate the modern financial advisor and institutional investor. increase.
In addition to providing interactive online tools and research, VettaFi provides asset managers with a suite of indexing and digital distribution solutions to innovate and expand their businesses.
For more information, please visit www.VettaFi.com.
About the Advisor’s Perspective
Founded in 2007, Advisor Perspectives is the premier source for advisory professionals, including RIAs, financial planners, wirehouse and independent broker-dealer representatives, family offices, insurance brokers, institutional investors, banking professionals and more. A digital publisher. Advisor Perspectives, rated by Erdos & Morgan as the #1 most read e-newsletter by financial advisors for three consecutive years, helps advisors achieve their clients’ financial goals.
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