Wealth Management firms we've recruited Financial Advisors for :
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At PredictSwitch, we use advanced machine learning to analyze thousands of public signals to identify financial advisors who are statistically more likely to be open to a transition. Our team has spent 20+ years successfully recruiting top advisors for leading wealth management firms. We’ve combined that deep industry expertise with the power of AI to build something completely new: a smart, data-driven way to uncover hidden opportunities in your market before your competitors do.
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Advisor Movement Score™
Each advisor in our system receives a Movement Score — a predictive rating that estimates how open they are to a conversation about switching firms. It’s built using real-time and historical indicators, including:
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Public career data (from FINRA, SEC, LinkedIn, CFP board, and others)
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News Enrichment utilizing published articles covering all firm-level activity (news of layoffs, comp changes, acquisitions)
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Tenure patterns (how long advisors typically stay before they move)
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Location & market shifts
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Behavioral breadcrumbs (new certifications, profile changes, social activity)
Our ML models constantly learn and improve, getting smarter with every advisor we track and every successful move we analyze.
Increase Advisor Conversion Rate
Most platforms give you a list. We give you actionable signals. Instead of guessing who might be ready for a conversation, PredictSwitch helps your recruiting team prioritize outreach, sharpen their messaging, and dramatically increase conversion rates.
It’s like having a team of executive recruiters working behind the scenes — 24/7.
Supercharge your CRM!
PredictSwitch integrates into your existing workflow, learning from your company and syncing data to your ATS.
