AdvisorCRM Launches Trove
There’s a quiet problem running through nearly every financial advisory firm in the country. Opportunities are sitting inside existing client relationships — CD maturities approaching, annuity surrender dates passing, life events signaling a need for change — and no one is catching them in time. Not because advisors don’t care. Because the data is scattered, the workflows are overwhelming, and there are only so many hours in a day.
Ryan Borer knows this firsthand. As a former advisor turned entrepreneur, he’s spent his career building technology that solves the real operational pain points of financial services. As Managing Partner of AdvisorCRM, he co-built the only free, all-in-one AI-native CRM designed exclusively for the advisory space. And now, with the launch of Trove, he’s taken that mission a step further.
Introducing Trove, an AI Discovery Platform That’s Changing How Financial Firms Find Growth Hiding in Plain Sight
Trove is the wealth management industry’s first AI-native opportunity discovery platform, and the distinction matters. This isn’t another prospecting tool asking advisors to chase cold leads or overhaul their tech stack. Trove operates quietly in the background, connecting to the data sources firms are already using: CRMs, custodians, email, meeting notes, and insurance policies. It monitors, analyzes, and surfaces the opportunities that already exist inside a firm’s client base, then flags them before the moment passes.
The platform is designed for RIAs, hybrid insurance-advisory firms, broker-dealers, and producer-led teams. It identifies high-impact, time-sensitive signals: concentrated positions, life event triggers, maturing financial products, and other inflection points that tend to slip through the cracks in even the most well-run practices. And critically, Trove never acts without human approval. Advisors remain in full control of every client interaction; the platform just makes sure they’re not missing the conversation they should be having.
After more than a year in development, Trove launched in February 2026 and entered closed beta with ten firms collectively managing $6 billion in assets under management. The early signal is clear: the demand for this kind of visibility is real.
“Advisors need clarity on what is already happening inside of their client base, not more tools or leads,” Borer said at launch. It’s a deceptively simple statement and exactly the kind of founder clarity that tends to precede category-defining products.
The Founder’s Chair has long believed that the most durable companies are built by operators who’ve lived the problem they’re solving. Ryan Borer is that founder. Trove is that product.
A waitlist for Trove is now open for RIAs, broker-dealers, hybrid insurance-advisory firms, and producer-led teams. Learn more and join the waitlist at troveadvisor.com.
Read the full launch announcement here.