AI Intelligence for Your Practice
Synseus is the intelligence layer independent advisors use to discover hidden revenue, value acquisitions, plan succession, and scale systematically. Built specifically for RIAs managing $50M–$500M AUM.
What Synseus Does
Synseus runs continuous intelligence algorithms across your practice data — identifying revenue opportunities you haven't captured, measuring what your practice is worth, and showing you the fastest path to growth.
Unlike generic practice management platforms, Synseus doesn't show you data. It shows you money. Every opportunity surfaces with an estimated revenue impact, a priority level, and a recommended next step ranked by your advisor archetype.
107+ standalone tools let you deep-dive any analysis — Monte Carlo revenue forecasts, client lifetime value calculations, fee elasticity modeling, and practice valuation — all running on your actual data within minutes.
Four Ways Advisors Use Synseus
Growth Diagnostics
Identify your five highest-leverage revenue levers — fee optimization, held-away consolidation, referral gaps, service tier alignment, and acquisition targets. Run Monte Carlo forecasts showing the probability of hitting your revenue targets.
Practice Valuation
Value your practice using four methods simultaneously: revenue multiple, EBITDA multiple, DCF analysis, and client value assessment. Benchmark against 23,512+ comparable firms to see where you stand.
Succession Planning
Assess your succession readiness across eight dimensions. Identify acquisition targets with precision using SEC IAPD data and seven succession signals. Run virtual due diligence before making an offer.
Opportunity Feed
Synseus monitors your book continuously for retirement planning gaps, concentration risk, fee increases, and upsell opportunities. Every opportunity ranks by estimated revenue impact and recommended action.
Built For Independent RIAs
Synseus is engineered for independent financial advisors managing $50M–$500M in assets. Whether you're a solo advisor scaling to $150M AUM, a breakaway building a new RIA, or an established practice planning acquisition or succession, Synseus provides the intelligence to execute faster.
Ready to Build Intelligence Into Your Practice?
Start with a 14-day free trial. No credit card required. Full platform access. See what $50M–$500M practices discover.
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