About
RIA Database provides comprehensive data, software, analytics, and marketing services to the financial services industry. The company captures all security holdings data quarterly, maps it to RIA firms, and maintains profiles on over one million advisors across multiple channels. Serving more than 600 financial institutions, their platform covers 41,000+ RIA firms, 500,000+ contacts, and 200,000+ emails.
Key facts
At-a-glance profile data
- Website
- riadatabase.com
- Headquarters
- Charlotte, United States
- Founded
- 2005
- Total funding
- -
- Business model
- B2B SaaS
Tech stack
Detected on riadatabase.com, last scanned 23 Sept 2026. Run your own scan
- Frontend
- jQuery, Bootstrap
- Backend
- PHP
- Analytics
- Google Analytics 4
- SEO
- Yoast SEO
- CMS / Builders
- WordPress
- Email provider
- Self-hosted
- Email marketing
- Adobe Marketo
Morningstar Advisor Workstation
Morningstar provides investment data, research, and analytics to financial advisors, directly competing with RIA Database's offerings of comprehensive data and analytics for the financial services industry.
FactSet Research Management
FactSet offers financial data and analytic applications, which overlaps with RIA Database's provision of data, software, and analytics to financial institutions.
Enterprise Asset Managers
Invesco, a global independent investment management firm, would benefit from RIA Database's comprehensive data and analytics to identify and target RIA firms for asset-raising efforts.
Investment Banks and Broker-Dealers
Stifel, a financial services holding company, could leverage RIA Database's detailed profiles on advisors and firms to enhance their sales and marketing strategies within the financial services industry.
Confirmed customer relationships for RIA Database. Speculative buyer-fit guesses are not shown.