Fractional Fintech Sales & Strategic Advisory

    We Help Fintechs Scale

    Fractional Fintech Sales, Strategic Advice & High-Value Introductions. Accelerate your growth with our decades of industry expertise.

    Advintro team collaborating

    About Advintro

    Your Strategic Partner for Fintech Growth

    Advintro is a boutique firm that specializes in outsourced and augmented B2B business development and sales resources. We do this on a fractional basis with a particular focus on the wealth management and financial services industries.

    We cultivate the deep relationships and trust we have built over several decades with senior-level executives in leading financial services companies to shorten and accelerate the sales process.

    Our Portfolio

    Curated Fintech

    Adaptive
    Anasova
    BeaconVu
    Birlasoft
    BitaRisk
    bQuest
    Endaoment
    Incedo
    Income Lab
    MAX
    mDOTm
    Nines
    Pave
    Quantifacts
    Quantum Street
    Quorus
    SageContent
    Save
    ScreenSteps
    Sherpas
    StreetBeat Pro
    Tax Guard
    Unbiased
    Unifimoney
    Waterlily
    WealthReach
    YourStake
    Zocks

    Coverage Areas

    Four Pillars of Financial Technology

    WealthTech

    The strategic application of advanced software, AI, and digital platforms to automate complex investment workflows, enhance advisor precision, and drive scalable firm growth by delivering personalized financial planning to a broader audience.

    Compliance AutomationPortfolio TechLead GenAltsData Aggregation

    BankTech

    Technology that modernizes core and payments platforms, improves data transparency and operational efficiency, and helps financial institutions manage risk, meet regulatory demands, and scale for growth.

    Money MovementRegTechAPI InfrastructurePlatform ModernizationData Analytics

    InsurTech

    Leveraging claims automation and underwriting innovation to transform the insurance lifecycle, utilizing the intersection of data science and risk management to drive institutional efficiency and more precise, real-time policy pricing.

    Claims TechUnderwriting AIDistributionPredictive ModelingFraud Detection

    International Asset Management

    Fundamental rewiring of financial services through high-velocity payment rails, cloud-native banking infrastructure, and a strategic convergence between legacy incumbents and agile innovators to drive global economic scale.

    Real-Time PaymentsBaaSOpen FinanceAPI IntegrationInnovation

    Our Services

    Why Choose Advintro

    Enterprise Sales

    Enterprise Sales

    • Connect with the right prospects
    • Originate and close opportunities
    • Human-led outreach
    • An extension of your team
    Tradeshow Representation

    Tradeshow Representation

    • Exclusive or shared representation
    • Pre-event marketing and planning
    • Expanded coverage
    • Cost-effective presence
    Fractional C's

    Fractional C's

    • Access executive support on demand
    • Fractional CFO & funding assistance
    • Fractional CPO & CMO
    • Fractional CCO

    Testimonials

    What Sets Us Apart

    "Advintro has been a fantastic strategic partner for our growth, especially in the beginning when we first launched and were first scaling our sales operations and establishing our partnership roadmap. Their ability to navigate the landscape and facilitate key introductions has been immensely valuable."

    Jim Hardeman

    EVP of Zocks

    "Advintro has had a very positive impact on our company. They immediately added value in helping us increase our revenue, increase the speed at which we can close deals, and they introduced us to several new potential prospect customers that we never had been in front of on our own."

    Richard Walker

    CEO Quik!

    "Advintro has been a critical resource in getting our offerings in front of not only the right firms, but the key decision makers for our very specific niche. Everyone on the Advintro team understands our business and strategic alignment."

    Robbie Heeger

    CEO of Endaoment

    General Inquiries

    Get in Touch with Us

    Ready to transform insights into action? Connect with our team to discuss your strategic objectives, explore partnership opportunities, or request specialized expertise.

    Contact Us