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Focus on what matters most: closing the right deals

We aggregate, enrich, and normalize transaction data from every public and proprietary source — so you don't have to.

Starter

Essential insights to spot dealmaking opportunities.

$400

/ Month

Get Started

Firm Profile

1 User

Firm & Advisor Data

Contact Data

Market Screening

Additional Features

Advisor Data

Custom API

Custom Scoring Model

Whitelabeling

Starter

Essential insights to spot dealmaking opportunities.

$400

/ Month

Get Started

Firm Profile

1 User

Firm & Advisor Data

Contact Data

Market Screening

Additional Features

Advisor Data

Custom API

Custom Scoring Model

Whitelabeling

Starter

Essential insights to spot dealmaking opportunities.

$400

/ Month

Get Started

Firm Profile

1 User

Firm & Advisor Data

Contact Data

Market Screening

Additional Features

Advisor Data

Custom API

Custom Scoring Model

Whitelabeling

Most Popular

Growth

Advanced tools and intelligence to accelerate deal flow.

$1,000

/ Month

Get Started

Firm Profile

1 User

Firm & Advisor Data

(enriched)

Contact Data

(enriched)

Market Screening

Additional Features

Advisor Data: $500

Custom API: $300

Custom Scoring Model

Whitelabeling

Most Popular

Growth

Advanced tools and intelligence to accelerate deal flow.

$1,000

/ Month

Get Started

Firm Profile

1 User

Firm & Advisor Data

(enriched)

Contact Data

(enriched)

Market Screening

Additional Features

Advisor Data: $500

Custom API: $300

Custom Scoring Model

Whitelabeling

Most Popular

Growth

Advanced tools and intelligence to accelerate deal flow.

$1,000

/ Month

Get Started

Firm Profile

1 User

Firm & Advisor Data

(enriched)

Contact Data

(enriched)

Market Screening

Additional Features

Advisor Data: $500

Custom API: $300

Custom Scoring Model

Whitelabeling

Enterprise

Custom-built proprietary insights & dashboards for scale.

$4,000

/ Month

Get Started

Firm Profile

5 Users

Firm & Advisor Data

(custom)

Contact Data

(custom)

Market Screening

(custom)

Additional Features

Advisor Data:

Included

Custom API:

Included

Custom Scoring Model

Whitelabeling

Enterprise

Custom-built proprietary insights & dashboards for scale.

$4,000

/ Month

Get Started

Firm Profile

5 Users

Firm & Advisor Data

(enriched)

Contact Data

(enriched)

Market Screening

Additional Features

Advisor Data

Included

Custom API

Included

Custom Scoring Model

Whitelabeling

Enterprise

Custom-built proprietary insights & dashboards for scale.

$4,000

/ Month

Get Started

Firm Profile

5 Users

Firm & Advisor Data

(enriched)

Contact Data

(enriched)

Market Screening

Additional Features

Advisor Data

Included

Custom API

Included

Custom Scoring Model

Whitelabeling

Still Not Sure?

Schedule a demo with our team and let us show you how RIA Catalyst can modernize your deal flow.

Schedule Your Demo

Compare Plans

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Free

Starter

Growth

Enterprise

Firm & Advisor Data

AUM Over Time

Minor

Complete

Complete

Custom

Acquisition Score

Minor

Partial

Complete

Custom

Client Makeup

Minor

Complete

Complete

Custom

Firms Acquired

Minor

Complete

Complete

Custom

Office Locations

Minor

Partial

Complete

Custom

Assets

Minor

Partial

Complete

Custom

Funds

Partial

Complete

Complete

Custom

ADV Brochure NLP

Minor

Partial (keyword only)

Complete

Custom

Service Providers

Minor

Complete

Complete

Custom

Compliance

Minor

Complete

Complete

Custom

Contact Data

Additional Features

Market Screening

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

Book a 15min Strategy Call

Start Free – Upgrade When You're Ready

Turn deal sourcing into a growth engine

Book a 15min Strategy Call

Start Free – Upgrade When You're Ready

Turn deal sourcing into a growth engine

Book a 15min Strategy Call