Robo-Advisor Hybrid Data
Firms combining algorithmic portfolio management with human advisor oversight.
Robo-Advisor Hybrid Contact Data
Fiducia provides CRD-verified contact data for robo-advisor hybrid professionals across the United States. Every record is sourced from FINRA BrokerCheck, SEC IAPD, and state regulatory databases, then enriched with verified emails and direct phone numbers.
Firms combining algorithmic portfolio management with human advisor oversight. These advisors represent a specific segment within the broader registered investment advisors category, and our data reflects the nuances that matter for targeted outreach.
Available Data Fields
- Identity: Full name, CRD number, firm name, firm CRD number
- Registration: License type, active/inactive status, regulatory jurisdiction
- Credentials: Professional designations (CFP, CFA, ChFC, and others)
- Financial: AUM range from SEC ADV filings where available
- Contact: Verified email address, direct phone number, mailing address
- Compliance: Disclosure history and regulatory actions from BrokerCheck
Who Uses This Data
Sales teams at fintech companies, compliance technology vendors, custodians, asset managers, and insurance distributors use robo-advisor hybrid data to build targeted prospect lists. Recruiting firms use it to source candidates in this specialty.
The key advantage over generic B2B databases: we can isolate robo-advisor hybrid professionals specifically, verified against their actual regulatory filings. No guessing from job titles or LinkedIn profiles.
How it works
Tell us your criteria
Advisor type, AUM range, geography, credentials, firm structure.
We build your list
Cross-referencing FINRA, SEC, and 50+ sources for every match.
Every record verified
Email deliverability, phone connectivity, active license status.
Data delivered
Clean CSV or custom format. 3-5 business days.
Frequently Asked Questions
How do you identify robo-advisor hybrid advisors specifically?
We use a combination of CRD registration data, firm type classification, and regulatory filings to identify advisors operating as robo-advisor hybrid professionals. This goes beyond job titles to actual registration and practice characteristics.
Can I combine robo-advisor hybrid data with other filters?
Yes. Layer on geography, AUM range, credentials, firm size, or any other available field. We build custom lists to your exact specifications.
What format do I get the data in?
Standard delivery is a clean CSV file formatted for CRM import. We can also deliver in custom formats or push directly to your CRM via API on request.
Stop paying for data that can't tell an RIA from a bank teller.
Tell us your criteria. We build the list.
FINRA verified · 3-5 day delivery · No annual contracts