Data. Access. Insight.
A Platform For Distribution
RIA Database provides comprehensive data, software, analytics and marketing services to the financial services industry. We maintain profiles on a broad universe of financial advisors: RIAs, registered reps, independent reps, family offices, institutional investors, bank/trust advisors and consultants. More than 600 firms rely on RIA Database data and RIA Channel marketing solutions to raise assets and distribute their research and product insights.
Database Subscriptions
RIA Database provides comprehensive profiles, data, software and analytics. More than 600 organizations rely on RIA Database data and marketing solutions to help them raise assets and operate more efficiently. Our proprietary, web-based software allows you to sort, search, save and download targeted leads for your sales and marketing efforts. We maintain data on the entire universe of financial advisors:
RIA Database Preview
Rep Database Preview
Database Snapshot
Salesforce Integration
Webcasts
RIA Database produces investment webcasts for the largest advisor audience in the industry. Uniquely positioned, RIA Database generates qualified leads via white-labeled, sponsored presentations. Our webcast services include:
Target Marketing
3 Dedicated Email BlastsChannel Targeting & Segmentation
Copy and Email Creation
Banner Advertising on RIA Channel
Custom Participant Survey
Thank You Emails
Technology & Execution
Event ManagementPractice Session & Training
Moderator
Editing
Continuing Education Credits
On Demand Management
Reporting
Full Contact DetailsAssets Under Management
Product Usage
CRM-Ready Data
Proprietary, Interactive Dashboard
Engagement Tracking
Designed exclusively for financial advisors, we produce half day virtual conferences covering popular investment themes or topics throughout the year. Thousands of advisors participate online per event as expert sponsors present their investment outlooks and strategies.
Courses
Half-Day Events
Marketing
We provide marketing services to the largest financial advisor community in the industry. We white-label e-blasts, video-blasts and targeted newsletters for our clients. Distribute your firm’s video, research, thought leadership, new product launches, product updates, and other content to our audience of over 350,000+ opt-in financial advisors.
Email Design
We create custom email campaigns designed to fit your brand and messaging.
Targeting
We identify ideal advisor segments, and execute white-labeled e-blasts for you.
Advisor Leads
We drive advisor leads and connect them with your content, research and sales teams.
