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 is designed to work alongside CRMs, and CRM connections are coming soon)
• 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

• Precision Tools across 10 practice intelligence modules
• Succession signal detection across 23,927 SEC-registered and exempt reporting advisers (five of the seven signal types are currently evaluated for these firms)
• Practice valuation computed from the advisor's own assumptions (user-adjustable weights)
• 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 — coming soon; connections cannot be started yet
• Evidence of Value PDF generation for client retention

Key Statistics

• 23,927 advisory firms in database (17,212 SEC-registered RIAs + 6,715 exempt reporting advisers)
• 8,725 firms with extracted SEC ADV Part 2 brochures (intelligence overlay on the 23,927 advisory firms)
• Precision Tools
• 10 intelligence modules
• 7 succession signal types
• 5 advisor archetypes

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• 15% of firms that filed an employee count have one or two employees; ~28% of the 23,927 universe filed no employee count
• 156 firms with a recorded city and state have been registered 20+ years and filed an employee count of two or fewer (10 of them filed 0)
• NEW YORK, NY leads the nation with 13 firms meeting that same filter (largest metro concentration)
• Source: synseus.com/research/2026-ria-succession-report

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Pricing

• Growth: $199/mo or $1,990/yr — ONE USER, not per seat. The entry plan — all 10 modules and every working tool; Architect adds the team layer, role-based access and firm dashboard
• Architect: $499/mo flat or $4,990/yr — up to 5 users linked under one firm with shared data
• Enterprise: contact us — for firms needing more than 5 users
• Free trial: 14 days on GROWTH — one user, every module, every working tool. No credit card. Architect and Enterprise are not trialled.

Primary URL

https://synseus.com