For Technology Providers

Connect with the Fastest-Growing RIAs

Reach independent RIA firms actively seeking technology solutions. Qualified leads, faster sales cycles, and measurable ROI.

Join the waitlist Schedule Demo

Growing RIA Network

Pre-Qualified Prospects

Strong ROI Performance

Why Technology Providers Choose Us

Reach the right RIAs with solutions they're actively seeking

Growing market segment

Access Growing RIA Market

Connect with independent RIA firms seeking innovative technology solutions to enhance their practices

Pre-qualified prospects

Qualified Lead Generation

Reach RIAs actively seeking technology solutions with built-in intent and budget qualification

Data-driven insights

Performance Analytics

Comprehensive lead tracking, engagement metrics, and ROI analysis for your marketing spend

Rapid deployment

Fast Implementation

Get started quickly with our streamlined onboarding and integration process

Technology Categories

Connect with RIAs seeking solutions in your category

Portfolio Management

Investment management, rebalancing, and portfolio analytics solutions

CRM & Financial Planning

Client relationship management and comprehensive financial planning tools

Compliance & Operations

Regulatory compliance, document management, and operational workflow solutions

Client Experience

Client portals, digital onboarding, and communication platforms

FinTech Integration

API platforms, data aggregation, and third-party integrations

Business Intelligence

Analytics, reporting, and business intelligence platforms for RIA firms

How It Works

Simple process to start generating qualified RIA leads

Profile Setup

Create comprehensive technology provider profile with solutions and integrations

1 day

Professional marketplace presence

Lead Qualification

AI-powered matching connects you with RIAs seeking your specific solutions

Ongoing

Qualified, warm prospects

Engagement

Direct communication with interested RIAs through secure platform messaging

Real-time

Meaningful conversations

Demo & Close

Integrated demo scheduling and proposal tools to streamline sales process

2-4 weeks

New customer acquisition

Ready to Connect with RIA Firms?

Start your free trial today and begin generating qualified leads within 48 hours.

Join the Waitlist Schedule Demo

14-day free trial • No setup fees • Cancel anytime • Pre-qualified prospects