Data & Analytics

The key to business growth: Data

Connect with the right investors and accelerate your business with our data solutions.

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Solutions built to meet your needs

Our platform provides data and insights across financial advisors, institutional, and individual investors.

Quality leads

Source investors who are looking for solutions like yours.

Shortened sales cycles

Save energy and reduce time spent on dead ends and cold leads.

Optimized engagement

Increase engagement through segmentation and personalization.

Shorten your sales cycle with Soloist

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FOR SALES

Advisor lead subscription

Our lead subscription provides sales teams access to advisors engaging with their products. Use this information to optimize outreach efforts.

FOR MARKETING

Behavioral investor data

Access our robust investor behavioral dataset to inform segmentation, personalization, and targeting in your marketing campaigns.

For business intelligence

Improve identification rates with Advisor Traffic Tracker

Identify users visiting your website, build a comprehensive view of your audience, and measure digital performance.

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The VettaFi advantage

Our clean, accessible, and secure data warehouse houses over 10 years of investor digital behavior from across VettaFi’s online ecosystem. We’ve turned engagements across financial advisor, institutional investor, and individual investor profiles into solutions and actionable insights for issuers.

Get started with behavioral data.

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