RVMPD
Deals · Relationships · Knowledge · Outreach · Data

One system for the whole operation, including the part that's still a spreadsheet.

Fees that settle on an event, held properly
Every conversation behind them, in one place
How the firm works, where anyone can ask

Built so an AI has something true to reason from.

Thirty minutes. How the business runs, and what it runs on.

One record. Three things every other system keeps apart.

Your software holds one of them and leaves you to reconcile the rest. That reconciliation is the job nobody was hired to do.

Daniel HayesMeridian Wealth · CRD 2287044
Engagement retainer$5,000 / mo
Onboarding$12,000
Success feenot known yet
Settles on the move

Twenty five percent of the assets that actually move. Not a number anybody can know today, so it books nothing until somebody confirms the move happened.

NEVER ON A STAGE CHANGE
Today that lives in
TypeformHubSpotFINTRXApolloCalendlyNotiona spreadsheet
Seven places, and not one of them knows the other six.

If your business runs on ten tabs and a spreadsheet, this is for you.

Seven markets that would never describe themselves the same way. Ask any of them how they get paid, and the same problem is underneath.

How they say it

We get paid when they start. Not when they sign, not when we shortlist, not when the offer goes out.

Settles on: The start date
The shape underneath

Fees that compose rather than sit in one field. A retainer, a monthly, a one-time build, and often something that settles later. A book that decides whether you hear about it. Knowledge that lives in whoever has done it before. And none of it in the same place.

Setting it up is our job, not yours.

Most software hands you an empty database and a help centre. Here the work is done before your team logs in.

01
A call

How you get paid, what you run on now, how big the book is. If it isn't a fit, we say so on the call rather than three weeks later.

Your part
Thirty minutes
02
Your account, provisioned

You're on the platform before any data moves. Connect the CRM you're on now, or drop in a CSV. That's the only thing we need from you.

Your part
One connection
03
We migrate and build it around you

Records resolved to real people, duplicates merged, emails and mobiles confirmed, the list screened against DNC. Then your offers, fees and pipelines built the way you actually work.

Your part
Nothing
04
Your team logs in to something that works

Their book, their deals, their process. Already in it, the first day they open it.

Your part
The job you were already doing

Nobody migrates a business into new software on a Tuesday afternoon between calls. So we do it, and you keep working.

Start with a call

It drafts, and it answers. Then it stops.

01It writes
Against what actually happened with the contact, and what your firm knows
02You revise
Tell it what to change until it reads right
03You decide
Nothing reaches the record until you say it happened
Draft, v1Reply to Daniel Hayes

Dan, you asked what happens to the fee if the move slips. It doesn't settle until the assets actually do, so a delay costs you nothing. Happy to put that in writing for your partner.

Tell it what to change
On the recordNothing sent in 21 days
Sending from inside lands with the email integration, through this same gate.

Today it drafts and it answers. Proposing changes and moving you through the work come next, and they arrive through the same gate.

Trust gets earned one approval at a time.

Intelligence Programs

Your own book runs out. The market doesn't.

The rest of the platform works the people you already have. This finds the ones you don't, in one market so far.

Program 01The RIA universeLive
Of the 5,000 contacts you imported
0
are people we already know
Runs on every import, before you buy anything
Daniel HayesMeridian Wealth
S. Whitfieldchecking
Marcus Bellchecking
Ana Restrepochecking
T. Okonkwochecking
Priya Ramanchecking
James Aldertonchecking
R. Nakamurachecking
Elena Vasquezchecking
C. Mbekichecking
Jonathan Prycechecking
Aisha Karimchecking
D. Sørensenchecking
Rebecca Linchecking
Omar Haddadchecking
Grace Adeyemichecking
AND 4,984 MORE

Everything above works without it.

What it is

Adviser filings resolved into one universe of firms and people, carrying the movement history that makes it predictive rather than a directory.

How it's sold

As curated lenses, based on what you actually care about. An acquirer and a recruiter look at the same market for entirely different things.

Acquirers
M&A readiness: succession, owner age, growth, client concentration
Recruiters
Advisor movement, succession signals, tenure and prior firms
Partners
Custodian, size, region, AUM band and advisor count
47,186
Firms
435,305
Advisors
26
Years of filings
See the program
What we're doing

Get a business's data true, and keep it that way, so the AI on top of it can be trusted to work.

Everything here follows from that one sentence. It is why the cleanup comes before the platform, and why the approval layer was built before the automation. Neither was a detour.

What that commits us to
True data underneath
Records resolved to real people, duplicates merged, contacts verified. An assistant reasoning over a book nobody trusts is worse than no assistant at all.
An accountable boundary
The assistant writes to a draft layer and a person promotes it. Those are different places, so it cannot touch your data by construction.
Trust, earned rather than asked for
Start with everything gated. Turn the approvals off where you have seen enough, and the record reads the same either way.

Tell us how the business runs. We'll tell you whether this fits.

No deck and no demo unless you ask for one.

Thirty minutes
One call, and you'll know either way
What we ask
How you get paid, what you run on now, and how big the book is
What you get
A straight answer on whether this fits, on the call rather than three weeks later

AI you can let run, because you can see everything it did.

RVMPD

The operating system for businesses that run on relationships and get paid on outcomes.

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