Turn investor behavior into actionable growth
From data to decisions to deals
Optimize engagement
Personalize outreach with behavioral intelligence
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Generate high-quality leads
Identify investors actively researching your products
Shorten sales cycles
Engage prospects earlier with intent-based insights
Track the intent. Take the lead.
Lead intelligence
See who’s engaging with your strategies on our websites...
Our lead intelligence report gives you access to advisors who have engaged with your digital tactics, overlaid with other behavioral intent signals.
- Contact details, as well as business information, to integrate with your CRM.
- See advisors researching your tickers and your competitors.
- Leads ranked on digital activity and potential to purchase.
Advisor traffic tracker
.. and follow them onto your website.
Tap into our advisor traffic tracker to identify users visiting your website, build a comprehensive view of your audience, and measure digital performance.
- See how engaged an advisor is on your website.
- Unique identifiers to connect advisor profiles to your CRM or analytics platform.
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What our partners say
How it works
Capture behavior
Track investor engagement across VettaFi’s ecosystem
Analyze intent
Identify signals that indicate buying interest
Deliver leads
Get enriched, actionable leads straight to your inbox or CRM
Activate and convert
Integrate into your distribution workflow
Frequently asked questions
VettaFi’s data is unique because it transforms 10 years of digital ecosystem insights into actionable, advisor-level behavioral intelligence. By updating 250,000+ individual profiles daily, we provide granular visibility into specific advisor intent. This allows issuers to de-anonymize traffic and deliver high-intent leads directly to sales teams.
VettaFi delivers high-intent leads through our Investor Behavioral Intelligence (IBI) platform, offering enriched advisor profiles and tools to qualify and action prospects. Reports are also delivered via email or SFTP, with customizable frequency and formats to ensure seamless CRM integration, providing your sales team with immediate, actionable insights.
Yes, VettaFi’s behavioral signals can integrate with your CRM or analytics platform. We've had clients both large and small successfully integrate our data.
Asset management firms seeking a competitive edge - from boutiques to global institutions - can benefit from behavioral data. While scalable for any firm, our behavioral analytics are most impactful for those with established distribution efforts. Specifically, sales enablement teams use our behavioral analytics to deliver high-intent SQLs to wholesalers, while marketing teams leverage these insights to segment messaging and de-anonymize website traffic, transforming top-of-funnel reach into actionable, data-driven outreach.
