Logo Alt
Website ↗ LinkedIn ↗ USA
RIA Catalyst

RIA Catalyst is an AI-powered M&A intelligence platform purpose-built for RIA acquisitions, providing 15,000+ firm profiles and AI acquisition scoring.

AI-powered M&A intelligence platform purpose-built for RIA acquisitions, providing 15,000+ firm profiles, AI acquisition scoring, and 100+ filters to help acquirers identify and evaluate registered investment advisor targets faster.

Key Features

  • 15,000+ RIA firm profiles with 400,000+ advisor-level data

  • AI-powered Acquisition Score (trained on 1,500+ historical RIA deals)

  • 100+ customizable filters

  • ADV brochure NLP analysis & historical AUM data

  • Custom API and scoring model (Enterprise)

AI Capabilities

ML-based Acquisition Score predicts acquisition fit using 300+ data points from 1,500 historical RIA acquisitions; NLP analysis of ADV brochures. Purpose-built for RIA sector.

Integrations

Custom API (Growth/Enterprise); WealthFeed partnership for contact data enrichment

What sets it apart

  1. Only purpose-built platform for RIA M&A target identification — niche vertical focus

  2. Acquisition Score uses ML trained on 1,500 historical deals across 300+ data points

  3. Free tier available; transparent public pricing ($400–$4,000/mo depending on tier)

Key Facts

Category
Sourcing/Pipeline
Founded
2024
Pricing
Subscription
Deal Stage
Strategy
Target Market
RIA Acquirers, Aggregators, PE-backed platforms, Strategic Buyers

Related Tools