Empowering RIAs to Accelerate Growth | Schedule a Consultation Today!

Trusted by Industry Leaders

Why Choose us?

Empower Your Acquisition Strategy with AI

Accelerate Deal Sourcing

Uncover off-market opportunities and expand your horizons with AI-driven strategies

Cut Deal Sourcing Costs

Eliminate 3-5% in deal referral fees, automate due diligence, and accelerate decision-making, all while cutting costs.

Gain Acquisition Clarity

Combine insights from intuitive dashboards and proprietary AI models to align your acquisition pipeline with your goals.  

1.2B

Sec Datapoints

10X

Time Saving On Client Sourcing

14.1K

RIA's Analyzed

Who We Work With

Private Equity

National RIA Acquirers

Regional RIA Acquirers

Private Fund Providers

Investment Bankers

RIA Owners

Our Approach

SEC Data

RIA Acquisition Data

Individual Advisor Data

Industry Insights Dashboard

AI Powered Acquisition Scoring

RIA Sale Preperation Report

Who We Work With

Private Equity

  • Identify high-growth RIAs
    ‍
  • Gain an AI & data-driven investment edge
    ‍
  • Discover top investment opportunities
    ‍
  • Determine RIA organic growth rates

Private Fund Providers

  • Discover RIA self-sourced private funds
    ‍
  • Explore historical asset allocation strategies
    ‍
  • Investigate historic private fund investments

National RIA Acquirers

  • Focus M&A efforts on specific acquisition targets
    ‍
  • Source aging RIA owners
    ‍
  • Identify concentrated RIA ownership
    ‍
  • Detect upcoming acquisition targets for future M&A pipeline
    ‍
  • Pinpoint quality acquisition targets with tailored AI-scoring metrics

M&A Brokers

  • Source RIAs that fit buy-side investment mandates
    ‍
  • Simplify buy-side screening
    ‍
  • Time sell-side broker engagements
    ‍
  • Focus your search to aging RIA owners
    ‍
  • Discover concentrated RIA ownership Simplify buy-side screening

Regional RIA Acquirers

  • Find local RIAs ready for acquisition
    ‍
  • Accelerate acquisition deal flow

RIA Owners

  • Evaluate various buy-side options
    ‍
  • Determine initial fit
    ‍
  • Uncover historic buyers of similar firms

OUR APPROACH

Smarter acquisitions, backed by a “Why”

Data

Our exclusive dataset powers the capabilities offered on our platform

Over 1 billion data points dating back from 2015

Sourced directly from government and public databases

Proprietary aggregation methods cut away noise and engineer variables that matter

AI-Powered Acquisition Scoring

Assess a firm’s probability of near-term acquisition -- and understand why

50 key indicators drawing from 300 variables

Explainability (expand)

One more thing

Insights Dashboard

One stop shop for your key data

Historical AUM snapshots, investment allocations, ownership structures, office locations, employee counts, and more.

Both industry- and firm-level analysis

Source new deals or evaluate opportunities live

WHO WE WORK WITH 

Hedge Funds
Asset managers
Private Equity
Venture Capital  
Investment Banking
M&A Brokers

Hedge Funds
Asset managers
Private Equity
Venture Capital  
Investment Banking
M&A Brokers

Hedge Funds
Asset managers
Private Equity
Venture Capital  
Investment Banking
M&A Brokers

Our Differentiator

The Advantage of AI

Better Insights

Use data science to statistically target ideal fit firms

‍Industry Expertise

Leverage ~10 years of SEC and acquisition data training

Tailored Growth

Grow tactfully, without desperation

Membership Levels

Choose the Right Plan to Elevate Your Growth Journey

STANDARD

2 users

An introduction to the platform - this plan provides essential insights around foundational company information.
Access for up to2 users
Single RIA search functionality
Single RIA historical data

Most Popular

PREMIUM

2 users

Comprehensive market insights for strategic acquirers. Enhance your acquisition strategy with advanced tools and insights.
Everything standard
Access for up to 2 users
Comprehensive RIA dashboard
AI-driven acquisition scoring
In-depth acquisition and market trend analysis
ENTERPRISE

15+ users

Customized solutions and exclusive access to proprietary data, providing unique insights that position you for a competitive advantage in the market.
Everything in premium
Access for 15+ users
Custom AI-driven acquistion scoring
Fully customizable dashbords
Personalized firm branding

Membership Levels

Elevate Your Growth Journey

Try it now

STANDARD

Standard

An introduction to the platform - this plan provides essential insights around foundational company information.

Access for up to 2 users

Single RIA search functionality

Single RIA historical data

  • Access for up to 2 users
  • SIngle RIA search functionality
  • Single RIA historical data
    ‍


    ‍


    ‍

Book Demo

MOST POPULAR

Premium

Comprehensive market insights for strategic acquirers. Enhance your acquisition strategies with advanced tools and insights.

Everything in Standard

Access for up to 2 users

Comprehensive RIA Dashboard

AI-driven acquisition scoring

In-depth acquisition and market trend analysis

  • Everything in Standard
  • Access RIA screening dashboard
  • AI-enhanced acquisition analytics

Book Demo

ENTERPRISE

Enterprise

Customized solutions and exclusive access to proprietary data, providing unique insights that position you for a competitive advantage in the market.

Everything in Premium

Access for 2 users

Custom AI-driven acquisition scoring

Fully customizable dashboards

Personalized firm branding

  • Everything in Premium
  • Acces for 15+ users
  • Everything in Premium
  • Custom AI- driven aquisition scoring
  • Fully customizable dashboards
  • Personalized firm branding

Book Demo

GET STARTED

Take the Next Step Toward Smarter acquisitions

Get hands-on with a demo to learn how our platform can save you time and give you a competitive edge.

Book Demo
Try Now

Quick Links

HomeServicesTeamContact

Privacy

Privacy Policy

Contact Us

Linkedin

Email

Copyright 2024 RIA Growth Catalyst ® All rights reserved