The firms you want to reach are already here, describing themselves.
Whether you sell technology to advisors or provide legal, compliance, M&A, or consulting services, this is where they tell you what they actually need. Not the public data your team could already pull, but the tools they use, what is not working, where they are stuck, and who else they are weighing. A full brief before your first call.
Your profile is already here
We build provider listings from public information, so your company most likely already has one. When the platform opens to providers, you claim it and make it yours: shape how you show up, add collateral, share recent news and funding, and fill in what only you can. You’re not starting from a blank page.
How firms find you
Advisors are matched to providers on the shape of their firm, the goals they’ve stated, and the stack they already run. A match happens because the fit is real. Placement isn’t for sale, and there’s no position on the page you can buy. You’re listed in the RIA technology marketplace, and advisors reach you from there.
What you learn
You see where your company shows up in advisor comparisons, which providers you were weighed against and where a firm chose someone else, and how advisors in your category browse. It’s the feedback loop most providers never get.
Who this is for
Technology, legal, compliance, M&A advisory, consulting, and more. If your business involves serving RIAs and advisors, there’s a place for you here, and one profile covers everything you do.
What’s free, what’s paid
A profile. Your company is present, findable, and the public details we already have feed into how firms get matched to you.
Inclusion in matching and a listing you shape. Define your ideal client in plain language, not just firm size and AUM but the problems you solve, and the matching engine works from it. Add analytics, and see which firms compared you and where you lost.
We publish prices when the plans ship, not before. What we can tell you now is the shape: a no-cost floor every provider gets, and paid tiers above it — matching, tailoring, and insight, never a better position you bought.
RIA Ascent is pre-launch. The advisor tools open at Future Proof in September 2026. The provider catalog, claiming, and matching follow. Join the waitlist and you’re among the first providers we bring on. Founding providers come on as design partners, at introductory pricing.