Standard "Financial Advisor" lists are full of solo insurance agents and retirees. Our AI agents verify AUM filings, custodian integrations (Schwab/Fidelity), and digital client portals to find verified RIA Aggregators, Robo-Advisors, and Digital Family Offices.
Why generic contact lists fail for wealth sales.
An "Investment Advisor" could be a wirehouse rep (captive) or an independent RIA managing $1B in assets. If you sell portfolio software, alternative investments, or compliance tools, you need the independents.
You need to filter out the captive agents and find the Registered Investment Advisors (RIAs) with technology budgets.
| Metric | Standard "Wealth" List | Our ICP Database |
|---|---|---|
| Classification | Broad (Finance) | RIA vs. Family Office vs. BD |
| Assets | Self-Reported | SEC Form ADV Verified AUM |
| Tech Stack | None | Orion, Envestnet, Addepar, eMoney |
| Custodian | Unknown | Schwab / Fidelity / Pershing Match |
Target advisors by their operational model.
Firms buying up smaller RIAs (e.g. Focus Financial). Targets for enterprise data and unified reporting.
Automated investing apps. Targets for trading APIs, tax-loss harvesting, and KYC tools.
Managing wealth for 100+ families. Targets for alternative data, private equity feeds, and concierge tech.
Outsourced portfolio mgmt platforms. Targets for fund data and white-label reporting.
Alts for retail (Real Estate, Art). Targets for custody APIs and accreditation verification.
Robinhood/Public clones. Targets for market data feeds and payment rails.
Software for CFPs. B2B targets for integration partnerships and bank data aggregation.
Managing digital assets for HNW. Targets for secure custody and tax reporting.
SaaS for SMB retirement plans. Targets for payroll integrations and fund data.
Copy-trading apps. Targets for community moderation and real-time execution.
Archiving and surveillance for RIAs. Targets for communication APIs and AI analysis.
Digital wills and trusts. Targets for legal databases and secure document storage.
Data for conscious capital. Targets for carbon data and impact reporting APIs.
Stock option tracking (Carta). Targets for valuation data and 409A partners.
Personalized portfolios at scale. Targets for execution algorithms and tax data.
Lead gen for financial planners. Targets for content syndication and CRM.
Serving expats and global citizens. Targets for multi-currency accounts and tax tools.
Risk modeling and stress testing. Targets for market data feeds and compute.
Human + Algo models (Personal Capital). Targets for video chat and scheduling.
Private banking arms. Targets for digital transformation and legacy integration.
In WealthTech, the "AUM Tier" and "Custodian" define the enterprise. An RIA with $1B+ AUM using Addepar and Schwab Institutional is a prime target for premium software.
We extract these "Fiduciary Signals" to help you find the decision makers.
If you sell a private equity platform, filter for RIAs with >$500M AUM but no mention of "Alternative Investments" on their services page.
Pitch: "Differentiate your firm from robo-advisors by offering exclusive PE and VC deal flow to your HNW clients..."
We distinguish between companies that sell products (Brokers) and companies that advise clients (RIAs).
This ensures you pitch to independent businesses, not captive employees of wirehouses.
Get the data that powers the world's top wealth technology sales teams.
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