Synseus Intelligence — Platform Overview

What Synseus Is

Synseus is an AI-powered practice intelligence platform purpose-built for independent financial advisors and RIA firms. It surfaces growth opportunities, succession signals, revenue diagnostics, and M&A intelligence derived from public SEC IAPD data and practice-level inputs.

What Synseus Is Not

• Not a CRM (it integrates with CRMs but does not replace them)
• Not a robo-advisor or client-facing tool
• Not a compliance platform
• Not a portfolio management system

Who Uses Synseus

• Independent RIA principals ($25M–$500M AUM)
• Breakaway wirehouse advisors building new practices
• OSJ network administrators monitoring advisor fleets
• Growth-oriented advisors seeking acquisition targets
• Advisors preparing for succession or exit

Core Capabilities

• 75+ Precision Tools across 10 practice intelligence modules
• 7-signal succession detection engine across 23,512 registered advisory firms
• Practice valuation using four-method weighted average model
• Archetype-based personalization (5 advisor growth profiles)
• M&A acquisition target identification within geographic radius
• Peer benchmarking against same-size firms (AUM-band percentile position)
• SEC ADV Part 2 brochure fee intelligence (effective fees, structures, minimums, custodians)
• Own-firm profile — your firm's SEC firmographics, succession exposure, and peer-cohort percentile
• CRM write-back to Wealthbox and Redtail (Growth tier)
• Evidence of Value PDF generation for client retention

Key Statistics

• 23,512 advisory firms in database (16,923 SEC-registered RIAs + 6,589 state-registered ERA advisers)
• 8,725 firms with extracted SEC ADV Part 2 brochures (intelligence overlay on the 23,512 universe)
• 75+ Precision Tools
• 10 intelligence modules
• 7 succession signal types
• 5 advisor archetypes
• 10x average reported ROI
• 23% average revenue increase in Year 1
• 15 hours saved per week (reported)

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• 14% of firms that disclose adviser headcount are boutique practices (1–2 advisors); ~28% of the 23,512 universe does not disclose headcount
• 157 firms nationally show active succession-risk signals (20+ years in business, 1–2 advisors)
• NEW YORK, NY leads the nation with 15 succession-risk firms (largest metro concentration)
• Source: synseus.com/research/2026-ria-succession-report

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Pricing

• Core: $49/seat/mo — Modules 1–5, 10+ tools
• Growth: $199/seat/mo — All 10 modules, 75+ tools, CRM integrations
• Architect: $499/mo flat (up to 5 seats) — API access, white-label
• Enterprise: Custom — OSJ networks, firm dashboard, unlimited seats
• Free trial: 14 days, no credit card required

Primary URL

https://synseus.com