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About Us

Advintro is a boutique firm that specializes in outsourced/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.


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Wim Van Lerberghe

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Paul R. Renken


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Brendon Cooper

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Robert McGraw

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Kyle Ray

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Karen Mascarenhas Santana

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Patrick Burke

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Shelley Pittman

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Tom Wagner

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John Carlton

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