Beachwood, Ohio – September 24, 2026 -- OneSeven has launched AdvisorGrowth IQ, an AI-powered marketing and prospecting engine built to help financial advisors and independent RIAs generate qualified client meetings without expanding internal marketing staff.
Platform combines brand strategy with AI-driven prospect targeting
AdvisorGrowth IQ integrates financial advisor marketing strategy, brand positioning, thought leadership, audience targeting, prospect intelligence, personalized outreach, automated follow-up and appointment generation into a single connected system. The tool addresses a gap OneSeven identified among advisors who excel at client service but lack the time, technology and data infrastructure to grow their practices organically.
OneSeven vetted more than 25 firms before selecting two technology anchors
Over a 12-month evaluation, OneSeven's Chief Growth Officer Adam Blumenthal said the firm interviewed more than 25 AI marketing companies, copywriters, technology vendors and financial services business development consultants. AIM Digital Advantage and FINNY emerged as the selected technology partners powering the platform.
AIM Digital Advantage contributes human-led strategy for brand discovery, niche development, advisor positioning, messaging and digital visibility. FINNY supplies an AI-powered prospecting layer that identifies and prioritizes prospective clients, enriches prospect profiles, flags money-in-motion signals, and executes personalized multichannel outreach with automated follow-up.
Advisors retain approval control over automated outreach campaigns
The system is designed to function as an all-done-for-you marketing team that continuously learns an advisor's niche, audience and growth goals. Advisors can review and modify campaigns before launch or set parameters for automated execution, with the system surfacing prospect signals through AI-assisted tools.
"Great advisors should not have to become full-time marketers to build great businesses," Blumenthal said. He added that the goal is for advisors to start each day with qualified prospect meetings already scheduled, with targeting, intelligence, outreach and follow-up handled by the platform.
Launch extends OneSeven's existing advisor support infrastructure
Todd Resnick, Chief Executive Officer of OneSeven, said advisors had asked for organic growth tools that eliminate manual prospect-list building, content writing and disconnected campaign management. AdvisorGrowth IQ adds to OneSeven's existing advisor platform, which already provides technology, investment capabilities, marketing resources, operational support and a collaborative community for independent RIA teams.