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"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

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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.

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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.

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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

OPEN AI

WEALTHBOX

TWILIO

ZAPIER

GOOGLE

HUBSPOT

Transform Your Organic Growth in a Single Platform

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By The Numbers

188
Million

AMERICANS ACTIVELY SEEKING THE SUPPORT OF A FINANCIAL ADVISOR
Source: Northwestern Mutual’s 2022 Planning & Progress 

$7 Trillion

APPROXIMATE AUM  RANGE REPRESENTED BY AMERICANS SEEKING FINANCIAL ADVISORS
 

45%

CLIENTS NEARING RETIREMENT REPORTED HIRING FINANCIAL ADVISORS BASED ON DIGITAL MARKETING
Source: ThinkAdvisor

57%

CLIENTS UNDER THE AGE OF 44 THAT REPORTED HIRING FINANCIAL ADVISORS BASED ON DIGITAL MARKETING
Source: ThinkAdvisor
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