AdvisorStream provides an omnichannel marketing platform for financial advisors that aims to enhance client communications and drive growth through automation and AI-powered insights.

AdvisorStream

AdvisorStream | 2,709 followers on LinkedIn. AdvisorStream is the highest-rated marketing platform for financial advisors that drives growth, revenue, and retention. | AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.

Through a combination of automated marketing, world-class content, and AI-powered insights, AdvisorStream helps you turn clicks into clients.

Learn more at AdvisorStream.com

Former CTO & co-founder of AdvisorStream, now part of Broadridge Financial Solutions

Martin Hill

Ragul Chari

Director of Content, AdvisorStream | Managing publishers and delivering powerful content to fuel AdvisorStream’s top-ranked digital marketing platform

Kerri Vandeloo

Educational Consultant, Writer-Editor, Communications, Strategy, Researcher, Guitarist, Musicologist, Historian

Melvin Backstrom, PhD

Imagine a newsletter that writes itself - introducing AdvisorStream's new suite of AI-powered tools designed to help advisors achieve better results with less effort - https://lnkd.in/gjmPcuiB Today we unveiled: ✔️ AI-powered newsletter builder to create touchpoints in seconds ✔️ Investor insights that uncovers client interests based on their interactions ✔️ Content recommendations to spark meaningful conversations Best of all, our new AI capabilities are available at no extra cost to all AdvisorStream clients (pending Home Office approval). Learn more at https://lnkd.in/gjmPcuiB #AI #FinancialAdvisors #Personalization

Celebrate your clients this holiday season with personalized eCards! Join our upcoming webinar to learn how eCards can help you stay top of mind, express appreciation, and strengthen client connections—all with minimal effort - https://bit.ly/40IeiLJ #HolidayMarketing #ClientRelationships #FinancialAdvisors #Ecards #ClientEngagement

Your website is more than your brand, it's your credible digital presence to the world. Introducing Broadridge 's Advisor Websites - https://bit.ly/3YDGOLH Increase your online visibility, attract more clients and elevate your brand's credibility with a professional website that stands out. See it in action at https://bit.ly/3YDGOLH #FinancialAdvisors #Websites #DigitalMarketing

Exciting news for AdvisorStream clients! You can now access licensed content from The Associated Press to engage investors with trusted insights and enhance your content strategy. Discover how this can elevate your marketing: https://bit.ly/3BZRM6I #ContentMarketing #FinancialAdvisors #WealthMarketing

As a financial advisor, personalized content and experiences not only differentiate you from competitors but also build deeper client relationships. Forbes’ Dmitry Dolgorukov highlights 5 marketing trends that can help you stay ahead of industry changes, attract new clients, and grow your business - https://bit.ly/3YrqChT #FinancialAdvisors #ClientEngagement #MarketingStrategy

Join AdvisorStream for an educational session to learn how to personalize your communication, automate touchpoints, and share content that truly resonates with your clients. Discover how to optimize your email marketing strategy to spark action and drive better results. Register now – https://bit.ly/3BDNDoR #EmailMarketing #ClientEngagement #FinancialAdvisors #Webinar

Celebrate your clients' special moments with personalized, automated greetings. Strengthen relationships and enhance your outreach with thoughtful messages. Explore our newly designed birthday cards in the AdvisorStream library - https://bit.ly/3Yi0OVl #eCards #ClientEngagement #FinancialAdvisors

Personalize your marketing by celebrating seasonal holidays and key moments in your client's life - https://bit.ly/4gYa7kK We're excited to announce new Rosh Hashanah greeting cards. Learn more at - https://bit.ly/4gYa7kK #eCards #FinancialAdvisors #ClientEngagement

42% of investors wish their advisor would personalize communications more. Join our webinar on October 29th to discover how AdvisorStream's AI can help you create personalized marketing without adding to your workload. Reserve your spot at - https://bit.ly/3ZLzmR6 #FinancialAdvisors #AIMarketing #AdvisorGrowth #ClientEngagement

1 day to go - Don’t miss our insightful session on humanizing your marketing strategy with automated greeting cards. Learn how to create meaningful connections, strengthen client relationships, and build lasting loyalty through the power of personalized, automated touchpoints. Register now - https://bit.ly/4dkGM0O #FinancialAdvisors #ClientEngagement #RelationshipBuilding #AutomatedMarketing

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CEO, Co-Founder

Kevin Mulhern

Director of Sales

Brendan Cubello

Director of Client Success

Georgia karakatsanis

Georgia Karakatsanis

Managing Director

Karim Rashwan

Director of Content

Head of Product

Shawn MacEwen

Business Development Manager

Cessen Kidane

Customer Success Manager

Jamie Blasko

Aleem Hudani

Private Toronto Companies (Top 10K)

Ontario Acquired Companies

Software Acquired Companies With Less Than $50M in Revenue

Information Technology Companies With Less Than $500M in Revenue (Top 10K)

AdvisorStream is a provider of a digital communication software. The company offers an online platform that recommends and provides access to various articles and videos to sales professionals.

Espresso Capital

Debt Financing - AdvisorStream

Canadian Technology Accelerator

Non Equity Assistance - AdvisorStream

Advertising, Business and Retail Services

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AdvisorStream