Client acquisition isn't marketing.
It's a system that compounds.
The industry built infrastructure for managing assets — not acquiring clients. VastAdvisor Grow is the AI-native acquisition OS for RIAs: programmatic campaigns, compliance guardrails, and a learning loop that gets sharper with every dollar spent.
Choose your pricing plan
Turn your growth into a predictable, scaleable system
Starter
$799
Every month
+$1,500 One-Time Setup Fee
(100% Waived With Annual Upfront)
Launch Your Growth System
For Solo/Emerging RIAs
Valid for 12 months
$50M - $250M AUM
Ideal Client Profile Discovery
(up to 1)
Executive Dashboard
AI Campaign Engine
(up to 1 campaign)
Cross-Platform Campaign Deployment
Campaign Growth Intelligence
Compliance & Governance Layer
Basic Support
1 User Seat
Core
$1,750
Every month
+$2,500 One-Time Setup Fee
(100% Waived With Annual Upfront)
Compound Your Growth System
For Scaling RIAs
Valid for 12 months
$250M - $1B AUM
Ideal Client Profile Discovery
(up to 3)
Executive Dashboard
AI Campaign Engine
(up to 5 campaigns)
Cross-Platform Campaign Deployment
Campaign Growth Intelligence
Compliance & Governance Layer
Core SLA
3 User Seats
Pro
$3,500
Every month
+$5,000 One-Time Setup Fee
(100% Waived With Annual Upfront)
Coordinate Across Advisors
For Multi-Advisor RIAs
Valid for 12 months
$1B - $5B AUM
Ideal Client Profile Discovery
(up to 10)
Executive Dashboard
AI Campaign Engine
(up to 15 campaign)
Cross-Platform Campaign Deployment
Campaign Growth Intelligence
Compliance & Governance Layer
Premium Support
10 User Seats
Elite
$9,999
Every month
+$7,500 One-Time Setup Fee
(100% Waived With Annual Upfront)
Enterprise Infrastructure
For Large Single Brand RIAs
Valid for 12 months
$5B+ AUM
Ideal Client Profile Discovery
(unlimited)
Executive Dashboard
AI Campaign Engine
(unlimited)
Cross-Platform Campaign Deployment
Campaign Growth Intelligence
Compliance & Governance Layer
Premium + Support
Unlimited User Seats
Enterprises
For aggregators, broker-dealers, custodians, and asset managers deploying growth at scale.
You’re not looking for another advisor tool.
You’re solving for how to systematically acquire clients across an entire network.
Most enterprise firms come to us when:
-
Advisor growth is inconsistent across the network
-
CAC is rising with no clear attribution
-
Marketing and compliance are bottlenecked
-
There’s no way to deploy what works across all advisors
That’s not a marketing problem.
It’s an infrastructure gap.
