64
Growth Score
pts
Heat Score
-3 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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606694
Advisor Outreach guides financial advisors through broker-dealer and RIA transitions, matching practices and providing recruiting support.
- Chris Meinsen: Founder & President
About the Company
Advisor Outreach guides financial advisors who want to change broker-dealers or join RIAs. The firm learns each advisor’s practice profile and goals, then recommends firms that align with compensation, culture, and independence preferences. It manages broker-dealer and RIA matching, introductions, and due diligence oversight. Advisor Outreach also
supports practice succession planning, practice sales, and certified practice valuations. Its team consults through the full transition process to help advisors move with minimal disruption to client relationships.
