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    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 500 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 500 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

    Play RIA Database Video

    Rep Database Preview

    Play Rep Database Preview

    Database Snapshot

    Play Database Snapshot Video

    Salesforce Integration

    Play SalesForce intergration video

    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:

    Events

    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.

    Gitterman ESG Playbook iSummit
    Gitterman ESG Playbook
    12.9.20

    Accepted for 4 CFP / IWI / CFA CE Credits

    Invest4Impact
    Now On Demand

    Accepted for 5 CFP / IWI / CFA CE Credits

    Gitterman Sustainable UMA iSummit
    Now On Demand

    Accepted for 2 CFP / IWI / CFA CE Credits

    Advisor Playbook
    Now On Demand

    Accepted for 5 CFP / IWI CFA CE Credits

    Institutional Advisor
    iSummit

    Details Coming Soon

    Digital Assets Investing
    iSummit

    Details Coming Soon

    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.

    Data. Access. Events. Education.
    We connect you with your best prospects. Every day.