March 15, 2022

Refinitiv and Vestorly team up to deliver enhanced AI-driven digital marketing tools to wealth management providers

Broker dealers and wealth advisors can now intelligently target more clients and prospects through Vestorly’s artificial intelligence solution alongside Refinitiv Workspace for Wealth Advisors.

NEW YORK – Refinitiv, an LSEG Business, today announced a new strategic agreement with Vestorly, an AI-driven content curation and marketing platform, to provide wealth management firms and advisors with personalized content and marketing tools designed to foster a more-impactful digital customer engagement experience.

Today’s wealth management industry continues to be transformed with new digital solutions that enable firms to provide best-in-class solutions that meet their customers’ needs. The agreement with Vestorly supports Refinitiv’s focus on enhancing the advisor experience and giving customers access to the analytical data and advanced marketing tools needed to help them build trusted relationships and strong businesses in this time of unparalleled change. 

Refinitiv’s customer base of leading financial institutions will benefit directly from having Vestorly’s capabilities available for use within their own products and services. Customers can now access and personalize Vestorly’s content streams alongside Refinitiv’s Workspace for Wealth Advisors using their own data on customer interests, hobbies, retirement plans, and financial holdings to fuel digital communications and build deeper customer relationships. 

Charles Smith, Global Head of Investor Services, Wealth Management, Refinitiv, said: “We’ve seen a significant uptick in requests for AI solutions that provide relevant, timely content for internal and external communications to maintain a feeling of connection and engagement. Our agreement with Vestorly will provide our clients with more-impactful digital content solutions as they look to build more personalized and impactful relationships in a virtual environment.”

Ralph Pahlmeyer, CEO of Vestorly, said: “Our agreement with Refinitiv speaks volumes about the importance of content and quality engagement in the financial services industry. We believe that our agreement with Refinitiv will improve the level of marketing and client engagement tools they can now offer. Our AI-driven technology surfaces and manages top content from across the web and represents a powerful addition to Refinitiv’s broad array of digital tools.”

Vestorly’s AI-driven technology, manages and distributes data-driven, relevant, and safe content that businesses use to personalize digital customer interactions and increase customer engagement and satisfaction. Vestorly’s Intelligence Center dashboard organizes content libraries and manages key account features to provide users with granular control over what content and topics to prioritize at the organizational level. The AI-driven content management engine also tracks engagement and content preferences at the audience level to optimize content recommendations.

For more information, visit Refinitiv Wealth Management.

Refinitiv has a rich history of servicing the Wealth Management industry from front to back office. Over the last year, the firm has invested heavily in the business and is committed to bringing the most advanced solutions to the market. Refinitiv offers market-leading content such as Reuters news, Lipper mutual fund data, I/B/E/S Estimates and a comprehensive ESG ratings database. Most recently, Refinitiv has been building out the firm’s solutions including Refinitiv Workspace for Wealth Advisors, and recently launched Refinitiv Active Investor, a scalable market data and trading platform for active traders.

About Vestorly

Vestorly is on the cutting edge of content marketing and personalization having pioneered the leading content management engine that leverages the latest advances in artificial intelligence to curate, market and manage content. With a mission to usher in the next generation of data-powered content engagement Vestorly enables customers to maintain their business's personal and human side.
The core of Vestorly’s software is an intelligent content engine that curates content from anywhere in the world. Using artificial intelligence and machine learning, Vestorly’s software surfaces personalized content streams in more than 72 ready-to-share or customizable categories. Vestorly's content curation process lowers the cost of content inventory by factors of 3X or more and reduces the friction of leveraging content through its Robo-Compliance® system to ensure safe content streams for financial advisors. For more information on Vestorly’s leading-edge AI-powered Content Management Engine, go to

About Refinitiv

Refinitiv, an LSEG (London Stock Exchange Group) business, is one of the world’s largest providers of financial markets data and infrastructure. Refinitiv is powering participants across the global financial marketplace. We provide information, insights, and technology that enable customers to execute critical investing, trading and risk decisions with confidence. By combining a unique open platform with best-in-class data and expertise, we connect people with choice and opportunity – driving performance, innovation and growth for our customers and partners.  For more information visit:


Lemuel Brewster
Refinitiv, London Stock Exchange Group
Communications Director
Mobile +1 (917) 805-1089