Founded in 2012 and acquired by Broadridge Financial Solutions in 2021, AdvisorStream provides a digital marketing platform that helps financial professionals build and maintain relationships with clients and prospects. The platform offers access to a library of licensed, compliance-friendly articles, videos, and infographics from world-leading publishers (such as The Wall Street Journal, Forbes, and Reuters). Advisors can use this content to automate personalized newsletters, social media posts, and website content, thereby enhancing their digital presence and demonstrating expertise.

Founded in

Canada