One platform. Four capabilities.
Everything an RIA owner, operator, or advisor would otherwise have to assemble from scratch — in one place, with shared identity and shared data.
Performance measurement
RIA Ascent Score (RIAAS)
A composite firm score derived from operational, financial, strategic, and readiness inputs. Versioned methodology with confidence tiers. Opt-in benchmarking surfaces anonymized cohort comparisons.
Matching
Vendor & Service-Provider Directories
Vendor, service-provider, partnership, and acquisition-target discovery, tuned to your firm's stack, goals, and shape.
WealthTech Vendor Directory
Technology products serving the RIA industry — categorized, tagged, and searchable. Matching weights your stated goals, existing tech stack, and firm shape. (Formerly WealthTech Select; now part of the unified platform as the Ascent Select module.)
Buyers and sellers
Marketplace
Sellers list anonymously. Buyers browse with masked data. Progressive reveal as both sides progress through qualification. Platform-mediated communication, data rooms, audit trails.
Regulatory & market intelligence
Ascent IQ
Form ADV intelligence on every registered investment adviser. Free firm lookups and comparisons for everyone; aggregate analytics, exports, and CRM integrations on the paid Intelligence plan.
Pathways
Guidance & Resources
Foundation and Strategic pathways for every stage of an RIA. The full guidance system lives on its own page.