Transform raw data into actionable insights with the inorganic growth platform built for less sorting and more closing.
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Leverage growth metrics, office locations, ownership structure, clients, and more to see the full picture.
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Access 100+ screening filters to hone in on high quality targets aligned with your strategic goals.
Your data partner for inorganic growth
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RIA Acquisitions
Screen the entire market for top quality firms
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Advisor Lift-Out
Find and contact top tier advisors
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RIA Prospecting
Identify and reach out to the right RIAs
RIA Acquirers
Cut through market noise with 100+ screening filters and AI-powered acquisition scores
Private Equity
Equip your entire portfolio for growth with marketing screening and custom scoring models
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Advisor Recruiters
Find top advisors based on home office location, prior firms, and firm networks
M&A Bankers
Leverage acquisition scoring and historical trends to spot acquisition ready firms ahead of the market
Alts Providers
Raise capital from RIAs with self-sourced alternatives in Real Estate, VC, and PE
RIA Service Providers
Find and contact perfect fit RIAs to grow your business
Our proprietary AI-powered scoring model learns from past deals to find today's most attractive firms. Analyzing 60+ criteria, our model evaluates a firm's acquisition potential and the driving factors.
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Access historical trends with 1.4 billion datapoints spanning nearly a decade of AUM growth, client demographics, M&A activity, ownership, and more.
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Get started with easy access to firm summaries and historical filings
Perfect for market research and getting a sense of the acquisition landscape
The essential plan for firms ready for inorganic growth
For large-scale firms looking to deploy capital into RIAs at scale.
Two users (more as add-on)
Firm Overview
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Historical Growth Data
Firms Acquired
Client Breakdown
Advisor and Owner Contact Data
Market Acquisition Score
Score Explanation
Detailed Score Explanation
Tailored Scoring Model
Market Screening Dashboard
Custom Screening Filters
ADV Brochure Summary
Coming Soon
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