Deal Management, CRM & Pipeline AI-powered Verified

RIA Catalyst

United States

RIA Catalyst is an AI-powered M&A intelligence platform purpose-built for RIA acquisitions, providing 15,000+ firm profiles and AI acquisition scoring.

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Key features

  • 15,000+ RIA firm profiles with 400,000+ advisor-level data
  • AI-powered Acquisition Score (trained on 1,500+ historical RIA deals)
  • 100+ customizable filters
  • ADV brochure NLP analysis & historical AUM data
  • Custom API and scoring model (Enterprise)

AI capabilities

ML-based Acquisition Score predicts acquisition fit using 300+ data points from 1,500 historical RIA acquisitions; NLP analysis of ADV brochures. Purpose-built for RIA sector.

Integrations

  • Custom API (Growth/Enterprise)
  • WealthFeed partnership for contact data enrichment

More information

AI-powered M&A intelligence platform purpose-built for RIA acquisitions, providing 15,000+ firm profiles, AI acquisition scoring, and 100+ filters to help acquirers identify and evaluate registered investment advisor targets faster.

What Makes RIA Catalyst Different

Key differentiators highlighted by the vendor.

  1. Only purpose-built platform for RIA M&A target identification — niche vertical focus
  2. Acquisition Score uses ML trained on 1,500 historical deals across 300+ data points
  3. Free tier available; transparent public pricing ($400–$4,000/mo depending on tier)

Key facts

Year founded
2024
Pricing
Subscription
Deal stage
Pre-LOI / Sourcing
Target market
RIA Acquirers · Aggregators · PE-backed platforms · Strategic Buyers

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