Our Product | The Modern Data Partner for RIA M&A

RIA Growth Catalyst

AI-first data partner purpose-built for the RIA market.

Wholesale RIA data providers

Monthly Contract

Annual Contract

10% discount

RIA Firm Profiles

RIA Advisor Profiles

Verified Contact Info

In partnership with

Self-sourced

View Past Filings

Latest filing only

View Historical Trends

Create Prospect Lists

Basic Market Screening

Advanced Filtering

Filter by owner age, acquisition score, HNW AUM, and more

Limited

AI-Powered Acquisition Score

Custom Tailored AI Models

Unlimited Usage

Free Exports

Export to Excel, PPT, and PDF

Robust User Feedback Loop

Biweekly feature releases driven by customer feedback

Limited

Platform Customization and Whitelabeling

Limited

Onboarding Session

Customer Support