Advisor Atlas was incorporated in 2012 to serve asset management firms and other financial services firms by enriching the viability and efficacy of applied industry data, ensuring that data is consumable by their existing systems, and helping them maintain the data timeliness and quality required to make profitable business decisions.
Our founder, Madelyn Martin, was a respected data architect. Madelyn developed a patent-pending process that focuses on a core set of advisor and team data points and continuously compiles and verifies that data to ensure high-quality information with an accuracy rate of 95% or better. Karen Winters was instrumental in automating this process to provide greater efficiency and quality.
Advisor Atlas was acquired by SalesPage Technologies, LLC in 2019. This partnership expands the accessibility and utility of Advisor Atlas team data to the asset management community.