How to choose an RIA database your sales team will actually use
A practical RIA database evaluation: test search accuracy, firm and person records, coverage, exports and pricing with a real prospecting task.
Read guideBetter research.
Better conversations.
Practical guides for finding investment firms, understanding the people behind them, and turning evidence into your next move.
Follow via RSSBuild an RIA prospect list with a reason behind every account
Turn geography, reported assets, service language and source evidence into a focused RIA prospect list your team can work.
Read the guideInside the research workspace
The field guide.
10 guides
Build an RIA prospect list with a reason behind every account
Turn geography, reported assets, service language and source evidence into a focused RIA prospect list your team can work.
Read guideHow to search RIA websites for useful prospecting signals
Find services, investment themes and platform mentions in collected website text, then inspect the evidence before adding a firm to your list.
Read guideResearch an RIA’s technology stack from public evidence
Learn what client-portal links and website mentions reveal about an RIA’s technology, and what still needs confirmation.
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Before advisor outreach, build a better account brief
Connect a firm’s services, people and published evidence to a relevant first conversation without inventing buying intent or verified contact details.
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Buying family-office data? Test these six things first
Evaluate a family-office database by entity identity, source evidence, mandate detail, people, freshness and usable exports.
Read guideHow to build a family-office prospect list from public sources
A repeatable research process for finding family offices, documenting investment focus, checking relationships and creating a sourced shortlist.
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Use Form D to research private funds and offering relationships
Read issuer identities, related people and disclosed sales-compensation relationships without confusing a filing with a current investor mandate.
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RIA AUM: how to use firm size in prospecting
Use reported regulatory AUM alongside client mix, staff and service evidence. Build useful segments without treating assets as a buying signal.
Read guidePrepare RIA accounts and people for a clean CRM import
A practical CSV handoff checklist covering firm identifiers, contact relationships, source notes, deduplication and export tracking.
Read guidePut the research to work.
Explore real product screens, current coverage and transparent pricing.