Media Room
AdvisorStream is the highest rated marketing platform to help financial advisors drive growth through highly-engaging and personalized communications that investors actually enjoy and trust.
Over 5 million
monthly advisor communications delivered to investors
38.9% increase
in monthly leads generated for clients during COVID-19 pandemic
+1,000 content pieces
added every month, including advisor, head office and premium publisher content
Press Releases
- Media Advisory: AdvisorStream webcast to unveil to advisors four game-changing digital marketing strategies built to bolster ROI and happier clients
September 22, 2020 - Tech unfamiliarity, client defection and lead generation top list of financial advisor concerns in 2020
July 28, 2020 - 'Envestnet Connect' creates deeper digital advisor/client relationships through partnership with AdvisorStream & Apprise Labs
May 26, 2020 - Investor demand for advisor communication during COVID-19 pandemic rises almost 50%
April 8, 2020
Recent Coverage
- Pandemic leaves advisors worried about client retention
Investment Executive - Custodians, vendors tackle ‘historic call volumes’ (from home)
On Wall Street - Investors needed communication in March — and advisors delivered
Wealth Professional - Envestnet expands presence in Canada with pair of strategic partnerships
Globe Advisor
Media Kit
Includes logos, headshots, bios, and other assets.
Download media kit (zip)
Media Contact
Margo Rapport
margorapport@advisorstream.com
416-895-5672