What stands out with VastAdvisor is not only the leads we’ve gained, but also the partnership. Their team has helped us refine our niche strategy and scale faster than we could have on our own.”
Jamie Upson - Stonehearth Capital Management
Award-winning Prosperity Capital Advisors President and Alison Wealth Management CEO Dave Alison and VastAdvisor.ai CEO Ian Karnell join Dimensional’s Catherine Williams to talk about how AI is reshaping the financial services industry. Dave and Ian share their experience with using AI as a strategic thought partner and in navigating compliance regulations, and offer insight on how advisors can strengthen their business by partnering with AI
"Our vision is to transform growth engine tactics that are referral and vendor-dependent into a scalable, AI-powered growth operating system that delivers predictable and measurable results.”
Ian Karnell, CEO
The AI-POWERED ORGANIC GROWTH OS
FOR MODERN RIAS AND ENTERPRISE NETWORKS
Lower Client Acuisition Costs
Cut acquisition costs by up to 30x compared to purchased leads with AI-powered targeting, lead scoring, and automation that delivers qualified prospects at scale.
Accelerated AUM & Revenue Growth
Unlock predictable, organic growth with campaigns designed to consistently attract your ideal clients—driving faster increases in both revenue and assets under management.
Compliance Confidence
Stay growth-focused with peace of mind. Our built-in AI-powered SEC/FINRA compliance monitoring agents ensures every campaign meets regulatory standards before it launches.
VastAdvisor Easily Integrates with Your Existing Stack
META
WEALTHBOX
SMARTRIA
HUBSPOT
By The Numbers
188
Million
AMERICANS ACTIVELY SEEKING THE SUPPORT OF A FINANCIAL ADVISOR
Source: Northwestern Mutual’s 2022 Planning & Progress
$84 Trillion
IN WEALTH IS BEING TRANSFERRED TO DIGITAL FIRST GENERATIONS.
45%
CLIENTS NEARING RETIREMENT REPORTED HIRING FINANCIAL ADVISORS BASED ON DIGITAL MARKETING
Source: ThinkAdvisor
57%