Abstract blue spiral shape

AI-Powered M&A Platform for RIA Dealmakers

AI-Powered M&A Platform for RIA Dealmakers

Source, score and prioritize deals with data driven confidence. See the market clearly, control your future.

Source, score and prioritize deals with data driven confidence. See the market clearly, control your future.

55+ Transactions

$100B+ Transaction AUM

TRUSTED BY MARKET-LEADING FIRMS

Who We Are

Advisor M&A Data Authority

We aggregate and enrich investment advisor data across public and proprietary datasets to provide a public market view.

Wide Market Screening

Scan the entire advisor market at once.

Search across thousands of RIAs, apply acquisition-ready filters, compare growth profiles, and instantly build ranked target lists based on real-time market data.

Deep Firm Research

Discover impactful insights.

Access detailed firm and advisor profiles, historical ADV and AUM data, growth quality signals, and acquisition scores to quickly understand which firms are worth pursuing.

abstract blue spiral

Why RIA Catalyst

Stop guessing. Start closing.

CURRENT CHALLENGES

Unreliable deal sourcing

Generic Data Points

Surface-Level Firm Visibility

Incorrect Contact Info

Limited Downloads

Consistent dealmaking

AI-Powered M&A Insights

Complete Advisor & Firm Datasets

3rd Party Verified Contact Data

Unlimited Exports and Market Searching

Deal source in seconds

Turn complex advisor data into a single, clear acquisition signal.

The Acquisition Score is based on 1,500 historical acquisitions over the last decade training from over 300 data points per acquisition to be a seasoned acquisition interpreter.

abstract teal spiral shape

$100B

Transactions Supported

400K

Advisor Profiles

1,500

Tracked M&A Transactions

RIA Catalyst vs the competition

One market.
Two ways to see it.

RIA Catalyst gives you the edge that generic platforms can't.

M&A-Specific Data

M&A-Native Data

General Market Data

M&A-Specific Data

M&A-Native Data

General Market Data

M&A-Specific Data

M&A-Native Data

General Market Data

Acquisition Score

Patented Custom Scoring

Generic AI Score

Acquisition Score

Patented Custom Scoring

Generic AI Score

Acquisition Score

Patented Custom Scoring

Generic AI Score

CRM Integration

Open API Architecture

Limited Native Integrations

CRM Integration

Open API Architecture

Limited Native Integrations

CRM Integration

Open API Architecture

Limited Native Integrations

Firm & Advisor Profile

3rd Party Verified Contact Data

3rd Party Unverified

Firm & Advisor Profile

3rd Party Verified Contact Data

3rd Party Unverified

Firm & Advisor Profile

3rd Party Verified Contact Data

3rd Party Unverified

abstract black shape

FAQs

Frequently Asked
Questions

What data sources do you use for RIA data?

How frequently is your RIA and advisor data refreshed?

What is the difference between RIA catalyst and other RIA providers?

What kind of ROI can I expect from RIA Catalyst?

Can I integrate your platform with my existing CRM or other internal tools?

FAQs

Frequently Asked
Questions

What data sources do you use for RIA data?

How frequently is your RIA and advisor data refreshed?

What is the difference between RIA catalyst and other RIA providers?

What kind of ROI can I expect from RIA Catalyst?

Can I integrate your platform with my existing CRM or other internal tools?

FAQs

Frequently Asked
Questions

What data sources do you use for RIA data?

How frequently is your RIA and advisor data refreshed?

What is the difference between RIA catalyst and other RIA providers?

What kind of ROI can I expect from RIA Catalyst?

Can I integrate your platform with my existing CRM or other internal tools?

Start Free – Upgrade When You're Ready

Turn deal sourcing into a growth engine

Start Free – Upgrade When You're Ready

Turn deal sourcing into a growth engine

Start Free – Upgrade When You're Ready

Turn deal sourcing into a growth engine