ISS MI

Wealth Management Use Case

Wealth Management

Recruit the best advisors and find the right acquisition targets.

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Dig deep into M&A opportunities and advisor recruiting with intelligence that helps you pinpoint firms or advisors that complement your model and support long term continuity.

Who We Support
Our solutions are ideal for:

  • Wealth Mangers
  • Advisory Firm Owners/Principals
  • Corporate Development & Strategy
  • Talent Acquisition & Recruiting

Explore Insights

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Pinpoint Acquisition Targets and Advisor Talent​

Find firms and advisors that match your criteria by location, client focus, team structure, specializations, 13F holdings, and platform affiliations.
Evaluate Scale Potential

Assess business mix, infrastructure, and growth trajectory to identify partners that improve scale, accelerate expansion, and support transition planning.
Monitor Transition
&
Growth Signals

Track advisor movements, leadership changes, and other inflection indicators to surface firms or talent potentially receptive to a transaction or move.
Engage & Recruit
with Confidence​

Use verified contacts, rich firmographics, CRM-ready exports, and email/call support to tailor outreach and activate recruiting at scale.

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Our Solutions

Our platforms are built to help your products succeed in a competitive landscape:

Global distribution and recruiting intelligence connecting you to the intermediaries that will drive growth.
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2

Benchmarking, market sizing, and trend analysis powered by extensive institutional and retail datasets across the asset management and annuity product landscape.
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3

Research-driven insights, thought leadership, and strategic intelligence to support decision-making.
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Frequently Asked Questions

ISS MI allows you to assess across firm profiles, team structures, 13F data, growth signals, platform affiliations, business mix, client focus, investment approach, and regional presence to surface aligned candidates.

ISS MI gives you a data‑driven view of scale potential across revenue drivers, operational infrastructure, product mix, client demographics, and historical growth to prioritize the right deals.

ISS MI monitors transitions, leadership changes, advisor/team movement to gain a first‑mover advantage before competitors engage.

Use ISS MI’s advisor‑focused filters (education, employment, licensing and registrations, certifications, client focus, platform affiliations, teams) and layer in insurance licensing and specializations for targeting when relevant.

Leverage verified emails, direct dials, extensive data fields, CRM‑ready exports, and optional U.S.‑based call and email services to personalize at scale.

Use ISS MI’s market‑level insights on regional shifts, competitor expansion patterns, team movements, and concentration trends, plus territory maps, to guide coverage and consolidation.

At ISS MI, data is aggregated, verified, and cleansed across advisor ecosystems to keep profiles accurate and current.

Ready to Grow?

Let’s build a smarter, more connected strategy together.