Innovate & scale
with a trusted partner

VettaFi is your one-stop resource for everything you need, from index ideation to post-launch distribution and more.

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Committed to growing your business and navigating the future of finance.

We are not afraid of big ideas or challenges because we approach every one of them with proven rigor, data, and a focus on measured outcomes.

Discover how we address issuer challenges and provide data-driven insights, indexing, and digital solutions for new and established asset managers.

Data & Analytics

Beat the competition with exclusive data access

Looking to enter a new market or better segment advisor behavior? Make data driven decisions using the same tools and resources our VettaFi teams utilize to identify market and investor trends.

  • Investor demographics, segmentation, and competitive intelligence
  • Digital effectiveness and investor preferences: Advisor Data Insights (ADI) program
  • Access investor and market intelligence tools
  • Industry leading, proprietary data warehouse
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Indexing

Build and strengthen your product set with our indexing services

From reducing operating costs, building a complex product, or discovering new ideas, our index solutions and experts are dedicated to your success.

  • Index research, design, and development
  • Daily calculation, management, and education
  • Calculating 300+ indexes with over 50 investment-linked products
  • 200+ customers worldwide
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Digital Distribution

Extend your reach and amplify your brand with data-driven tactics

Get your message in front of the right investor at the right time by tapping VettaFi’s digital ecosystem. We build and execute fully integrated digital marketing strategies, and develop bespoke tactics to complement your campaigns.

  • Omnichannel distribution designed to build awareness and interest (ads, social, email, podcasts)
  • Active digital and social communities with millions of investors monthly
  • Leader in Google organic search
  • Tactic optimization and ROI calculators
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Additional services

Thought Leadership

Leverage our seasoned
research team

  • Independent investment research, news, and trends
  • Commissioned and customized research
Go-to-Market Consultation

Promote new products with effective GTM insights

  • Go-to-market strategies from industry veterans
  • Outsource or optimize in-market execution
Investor Engagement

Connect with advisors in-person and virtually

  • Webcast registrants of 100,000+ financial advisors annually
  • CE-accredited education sessions

Learn more about VettaFi and our mission to transform financial services from an industry to a community.

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