Advisor411

The intelligence layer for
Canadian wealth.

A working record of Canadian wealth. Every advisor reconciled, every field traced back to evidence.

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150+fields across 30k+ advisors
450,000+tracked values
60+AI-enriched fields

Coverage across Canada

Every jurisdiction, indexed and refreshed.

Hover a province or territory to inspect the data inventory we maintain there.

Two workflows. One source of truth.

Wholesalers and recruiters work different problems on the same data. Advisor411 serves both natively.

For wholesalers

Find the advisors who fit your strategy.

Distributor-attractiveness, fundraising-potential, and mandate-readiness scores generated from the full advisor record. Filter, save, export.

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For recruiters

Find advisors ready to move.

Movement-likelihood, succession-risk, and client-portability signals built from tenure, registration history, firm context, and content activity. The evidence behind every score is one click away.

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See your territory through Advisor411.

We'll scope a pilot against your coverage list, map the data we already hold on those advisors, and tie pricing to measurable outcomes.

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