AI Target Discovery Engine
Find your ideal acquisition target in minutes
AI-powered engine that searches 23,428 SEC and state-registered RIAs by AUM, location, and 7-signal succession detection.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
You know inorganic growth is the fastest way to add AUM, but you're flying blind on which of the 23,000+ RIAs out there are actually approaching succession. Every quarter you spend cold-networking at conferences hoping to stumble onto a seller, a better-capitalized competitor is already in conversation with the firms you'd want to buy.
✦ You'll walk into Monday with a ranked list of acquisition targets filtered by AUM, geography, and succession signals, instead of waiting months for a referral that may never come.
Tool Details
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