Dear RIA Growth Catalyst Community,

A lot has been happening and we can’t wait to share! Read on to get our latest news and updates.

Jason Pereira Joins as Advisor

We’re thrilled to welcome Jason Pereira as the newest member of our advisory board. Jason is a seasoned leader in the wealth management industry with over three decades of domain experience. He is a 3X winner of the Global Financial Planning Award and was among 2016’s most influential people in wealth management.

Jason is committed to the betterment of the financial planning industry. In addition to advising 5 startups, Jason also volunteers with the Financial Planning Standards Council and lectures at the Schulich School of Business at York University.

His expertise and strategic insights will be invaluable as we continue on our mission to be the RIA industry’s data partner. Exciting times ahead!

🎁 Feature Updates

Here’s what’s new in our product:

1) RIA Owner and Advisor Contact Info

📞 RIA Growth Catalyst users have access to verified personal and professional contact data on 200,000 people in our product, in partnership with Wealthfeed.

Whether you are looking to connect with an RIA owner or financial advisor, we provide personal email, professional email, LinkedIn URL, and phone numbers to reach them directly.

2) Advisor Recruiting

💼 Search across 400,000 registered advisors with access to FINRA Brokercheck data directly through the RIA Growth Catalyst platform.

Secure the talent that will drive your firm’s future growth. With 400,000 advisors and the most advanced search capabilities on the market, RIA Growth Catalyst can help you identify and connect with top advisors faster than ever.

In addition to searching by years of experience and previous firms, you can also take advantage of our many merged datasets to filter by advisor age, home office location, alma mater, and firm filters like AUM growth or acquisition score. Get fine-grained and targeted to find the best fit advisors to grow your team.

3) Watchlist & Notifications

🔔 With March filings just around the corner, never miss an updated filing!

Now, you can save firms to your watchlist and receive an email alert the moment a new filing is added, ensuring you’re always up to date on ADV data.

This feature was added due to popular customer request. We love building based on customer feedback and are always excited to hear feature requests and feedback.

Coming Soon

Here’s a sneak preview of what’s coming in the next few weeks.

Market Screener Upgrade

Whether you are searching for firms or advisors, enjoy a more intuitive market screening experience.

We overhauled our market screener to streamline the experience for our users and make it easier to find the most relevant filters for your search. We are also adding a few new filter options, including:

• Search by advisor location

• Filter firms by organic AUM CAGR

• Find firms with unsustainable growth using the CAGR ratio (AUM growth relative to employee growth)

Feature Updates

• Filter firms by ADV brochure data: We are leveraging the power of LLMs to extract information from ADV brochures including OCIO, family office services, WAS and SAN affiliations, crypto mentions, and much more. We want to hear from you: what brochure data would be most useful?

• Market Performance (S&P) and Organic Growth: How does a firm’s historical growth compare to the overall market performance at the same time? We are bringing in market data to calculate the net organic growth of a firm.

• Continuous design & usability improvements, along with more more market screener filters.

In the Media: Advisor Movement

Our in-house team frequently conducts market analyses, sharing top insights on LinkedIn. The latest of these was on wirehouse advisor movement. In 2024, 5% of wirehouse advisors moved on to new roles. See the full LinkedIn post to learn where they ended up! https://www.linkedin.com/posts/riagrowthcatalyst_2024s-wirehouse-shake-up-where-are-advisors-activity-7290801320901435392-4dIq/

In the Media: Deal Reviews

The deals keep flowing! We’ve published 13 deal reviews on LinkedIn, showcasing key acquisitions and what these mean for the RIA industry. Which deals had the highest and lowest acquisition scores? Find out on our LinkedIn page and catch up on deals you missed: https://www.linkedin.com/company/riagrowthcatalyst

In Conclusion

We’re grateful for your partnership and excited to keep building together. Your input and support help us build something great.

Warm regards,
Julien Baneux and the RIA Growth Catalyst Team