ZM
Zachary Merhi
CEO & Co-Founder
Comes from the world he is building for and understands how distribution teams and dealer firms actually work, including the waste created by bad data.
About
Making the Canadian advisor market more transparent and navigable
The firms that serve and recruit advisors deserve the same clarity into the advisor landscape that advisors provide to their own clients.
Our Mission
Build the product the market should have had years ago
Asset managers invest heavily in distribution while teams still work off stale lists and gut feel. Recruiters make hiring decisions with half the picture. Advisor411 exists to fix that.
We built the platform to stay current, process what matters, and reflect how the Canadian market actually works.
The goal is simple: give teams a truer picture of advisors, firms, and market movement so they can focus on decisions rather than manual cleanup.
0
Dealer firms
Across Canada
0+
Data points
Per advisor profile
0%
Coverage
Registered advisors
0/7
Monitoring
Always on
The Team
Built by people who understand the market
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Noam Rosner
CTO & Co-Founder
Built the product and intelligence systems from the ground up with a background in ML engineering and large-scale systems. Advisor411 was designed to help teams act on better information from day one.
Why Canada
A market that deserves its own product
Canada has its own regulatory structure, credential ecosystem, and firm dynamics. Teams here need a product that reflects that reality.
Canadian regulatory frameworks modeled natively
Provincial differences accounted for
Full credential ecosystem coverage
Bilingual support for the Quebec market
What Sets Us Apart
01
Canadian market focus
02
Richer advisor profiles
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Decision-ready scoring
04
Change monitoring
05
Confidence signals
06
Coverage that keeps improving
Our Journey
From problem to platform
Problem identified
Distribution teams and recruiters were wasting hours on stale, incomplete advisor data that was already outdated by the time it shipped.
Product foundation
A clearer market view came together across advisor profiles, firm context, and change tracking.
Intelligence launched
Scoring, confidence signals, and change detection turned scattered information into decisions teams can act on.
Market coverage
Coverage expanded across 86 dealer firms in Canada, with 150+ data points per advisor and monitoring that never sleeps.
Get in touch
Let’s talk about your data challenges
Whether your team is distributing funds or recruiting talent, Advisor411 is built for the decisions you make every day.