Growing Membership Base Advocis boasts over 7,500 members across 39 chapters, indicating a large and active network of financial advisors, providing fertile ground for targeted professional training, educational services, and technology solutions that enhance member engagement.

Leadership Changes Recent appointments of new CEO Kelly Gorman and Board Chair Curtis Kimpton suggest strategic leadership shifts, presenting opportunities to introduce innovative products or consulting services aligned with the company's future vision.

Educational Partnerships Advocis's partnership with DigitalHumanLibrary to promote financial literacy among K-12 students opens avenues for edtech solutions, sponsorship collaborations, and digital content offerings to support their community outreach initiatives.

Industry Focus Operating within the financial services sector with a focus on continuing education and professional development, Advocis is a prime candidate for fintech, edtech, and compliance solutions tailored to professional associations and financial advisors.

Financial Scale and Revenue With revenues between 10 and 50 million dollars and a sizable employee base, Advocis has significant purchasing power for enterprise-level software, platform integrations, and training programs, making it an attractive partner for technology and service providers aiming for broad industry impact.