Celebrating 10 Years and 500 Clients!

Our History

RIA Database evolved from an original idea back in 1999 to develop web-based financial product profiles. ManagerDirect.com, based in San Francisco, was not much more than a url and business plan. The business standardized firm and product data shared during the RFP process with broker/dealers and institutional consultants. The company morphed into Investor Searchlight, as an advisor search and profiling system for direct investors looking to find the right financial advisors. After failed attempts to raise capital and complete development, the idea was shelved. Five years later, after advisor filing data was released online by the SEC, our founder sought resources abroad to again, launch the company. RIA Database was born in 2005 in Charlotte, NC as an advisor database for asset managers looking to target the RIA Channel. RIA Database has since launched a Bank/Trust, Broker/Dealer, Registered Rep, and Family Office Database. We now produce over 100 investment webcasts annually via our sister site, RIAChannel.com and we assist more than 500 financial firms with their investment data, marketing and sales efforts. RIA Database is the only 100% independent data provider in the space.

RIA Database (Labworks, LLC)
1920 Abbott Street, Suite 300
Charlotte, North Carolina 28203
704.540.2657
info @ riadatabase.com

2000-2001

2000 @ 20th & Delancey

Brainstorming

Developing the Idea

Plan A

The Interns

2001 Beta Site

2005 – 2015

2006 RIA Database Launches

2011 Event Marketing Launches

2012 RIA Channel Launches

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RIA DatabaseĀ® is a United States federally registered service mark exclusively owned by Labworks, LLC.