Peaks Research for AI Prospecting Tools
John O'Connell2025-10-21T14:25:15+00:00The fourth study of The Oasis Group’s Peaks Research series is the Peaks Research for AI Prospecting Tools, which is sponsored by AdvisorEngine. The comprehensive report evaluates the role of AI Prospecting Tools in the wealth management sector – specifically analyzing their impact on Registered Investment Advisors (RIAs), family offices, broker-dealers (BDs), trust organizations, and their financial advisors – providing an in-depth analysis on the leading five AI Prospecting Tools: Aidentified, Catchlight, Finny.ai, TIFIN AG, and Wealthfeed.
This research assesses how these applications perform in real-world advisory environments, their integration with existing technology stacks, and their ability to support financial professionals in delivering personalized, high-value client service.
The Oasis Group’s Peaks Research series provides in-depth reports on a range of industry service providers so that wealth management firms are more informed buyers. While the wealth management marketplace has several opinion-based research studies, The Oasis Group’s research is based on a comparison of the capabilities of each service provider as reported by the provider and their customers.
With AI usage on the rise in the industry, firms are increasingly exploring solutions that enhance advisor-client engagement without compromising security, compliance, or data integrity. The findings of this study provide valuable insights into the effectiveness of AI Prospecting Tools and their role in the evolving landscape of wealth management technology.
Download the full report for free by filling out the form below. Thanks to AdvisorEngine, a provider of a complete wealth management platform for investment advisory firms, for sponsoring The Oasis Group’s Peaks Research for AI Prospecting Tools!
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