RIA Database
RIA Database5
About
What does RIA Database do?
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.
Where is RIA Database headquartered?
RIA Database is headquartered in Charlotte, United States.
When was RIA Database founded?
RIA Database was founded in 2005.
What industry does RIA Database operate in?
RIA Database operates in Financial Services, Financial Data, SaaS, B2B Data, Marketing Technology, Analytics.
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 offers financial data and analytic applications, which overlaps with RIA Database's provision of data, software, and analytics to financial institutions.
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.
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.
Edward Jones, a large financial services firm with numerous clients, could utilize RIA Database's extensive advisor and firm data to refine their market segmentation and outreach to other financial professionals.
LPL Financial, a leading retail investment advisory firm, could use RIA Database's platform to identify and engage with independent RIAs and registered representatives for potential partnerships or recruitment.
Vanguard Advisers, a prominent investment management company, could benefit from RIA Database's insights into RIA firms' investment interests and asset allocations to better position their products.
Ameriprise Financial, offering a range of financial services, could use RIA Database's comprehensive data on various advisor channels to optimize their marketing and sales efforts across different segments.
Buyer fit inferred by StartupHub from what RIA Database sells and public signals about each company. Only rows badged "already a customer" are confirmed relationships.
Morningstar could acquire RIA Database to enhance its existing data and analytics offerings for financial advisors, gaining a more comprehensive view of RIA firms and their holdings.
Precedent: Acquired ByAllAccounts, 2014
FactSet could acquire RIA Database to expand its financial data and analytics capabilities specifically within the RIA market, providing deeper insights and a broader client base.
Precedent: Acquired CUSIP Global Services, 2022
Fiserv, a global provider of financial services technology, could acquire RIA Database to integrate its comprehensive advisor data and marketing services into their existing wealth management solutions, offering a more robust platform to th
Precedent: Acquired CheckFree Corporation, 2007
S&P Global could acquire RIA Database to augment its financial intelligence and data offerings, particularly in the rapidly growing RIA sector, providing more granular data to its institutional clients.
Precedent: Acquired IHS Markit, 2022
BlackRock could acquire RIA Database to gain deeper insights into the RIA market, which would support their iShares ETF distribution and overall asset management strategies by identifying key firms and their investment preferences.
Precedent: Acquired eFront, 2019
Strategic fit inferred by StartupHub from each buyer's own acquisition history. No deal, approach or discussion is implied.
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An entrant is a company tagged Financial Services whose domain was first registered in the window, counted from registry records in the StartupHub directory. Registry detection runs two to three weeks behind registration, so recent weeks are a floor.
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