David Baines, Founder and CEO · Pantile Investments · Boulder, CO
The client
Pantile Investments, Inc. is a Boulder, Colorado-based registered investment advisor founded in 2021 and led by founder and CEO David Baines. The four-person firm is registered in Colorado and Illinois and uses RIA Catalyst to find, research and approach registered investment advisors.
The challenge
David had worked with many vendors offering tools to research RIAs. Most were data aggregators: they surfaced information, but they did not help build a pipeline of firms to approach.
“I’ve worked with a lot of vendors making tools to research RIAs, but they’re data aggregators and not a real pipeline development tool. RIA Catalyst certainly is. I can search for, research, and analyze RIAs in great detail.”
David Baines, Founder and CEO, Pantile Investments
The solution
RIA Catalyst gave Pantile a pipeline development tool rather than a database. The team can search for, research and analyze RIAs in detail from one platform. When Pantile needed a capability the platform did not have yet, they suggested it to the RIA Catalyst team, and it was live three days later.
“When we need something that the platform doesn’t currently have, Julien and the team have been phenomenal. We’d suggest an idea and three days later it was live in the platform. We have fully integrated RIA Catalyst into our automated workflow, and it’s been really, really good; it’s become a core part of how we find and approach firms.”
David Baines, Founder and CEO, Pantile Investments
The result
Pantile has fully integrated RIA Catalyst into its automated workflow. The platform is now a core part of how the firm finds and approaches RIAs.
At a glance
Pipeline development, not data aggregation
Feature request to live: three days
Fully integrated into an automated workflow
Industry:
Registered Investment Advisor
Team Size:
4 employees
Location:
Boulder, CO
