# 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

- 165 Precision Tools across 10 practice intelligence modules
- 7-signal succession detection engine across 8,400+ 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 cohort practices
- CRM write-back to Wealthbox and Redtail (Growth tier)
- Evidence of Value PDF generation for client retention

## Key Statistics

- 8,400+ registered advisory firms in database (SEC + state-registered)
- 165 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)

## Pricing

- Core: $49/month — Modules 1–5, 25 tools
- Growth: $199/month — All 10 modules, 165 tools, CRM integrations
- Architect: $399/month — Up to 10 seats, API access
- Enterprise: Custom — OSJ networks, firm dashboard, unlimited seats
- Free trial: 14 days, no credit card required

## Primary URL

https://synseus.com