Asset-Map, VastAdvisor Unveil Advisor Growth Tools as RIA Client Growth Stalls at 4.8%
Updated
Updated · InvestmentNews · Jun 24
Asset-Map, VastAdvisor Unveil Advisor Growth Tools as RIA Client Growth Stalls at 4.8%
1 articles · Updated · InvestmentNews · Jun 24
Summary
Asset-Map launched Growth Partners and a paid Growth Studio subscription, while VastAdvisor rolled out version 1.20 of its AI growth platform for wealth firms.
Schwab data showing average RIA client growth of just 4.8% in 2024 underscores the problem both firms are targeting: weak organic growth among independent advisors.
Asset-Map’s model leans on an external provider network—Anasova, Banrion Capital Management, PSBLTY and WealthReach—to cover pipeline building, branding, alternatives access and digital presence.
VastAdvisor’s release adds native Salesforce, HubSpot and Microsoft Dynamics 365 integrations, plus a searchable “Memory Palace” knowledge graph with FINRA Rule 4511 and SEC Rule 17a-4 compliant seven-year retention.
The competing launches highlight a broader wealth-tech shift toward growth software that blends marketing automation, CRM data and AI to help advisors win and manage prospects.