RVMPD
For RIA acquirers and roll-up platforms

Know which RIA owners are ready to transact. Reach them before the banker does.

The owner approaching a decision looks identical to the one who will never sell, until a banker's email lands in everyone's inbox at once. We score the signal before a process starts, and rank the firm worth your quarter to the top.

What this lens carries
M&A readinessSuccessionOwner ageGrowthClient concentration
Book a callWhat we solve

Reaching them first comes down to two things. Both are solvable.

You feel them every week, whether or not you have ever named them.

You cannot tell who is about to move
The advisor in motion looks identical to the one who never leaves
The same person shows up three times under three spellings
So you work the whole list and hope
What we do about it
One record per person, not one per spelling
Ordered by the signals that come before a move
Ranked against your own book before anything else
Which advisor is about to move?
D. Hayes · CRD 2287921Possible
Daniel Hayes · CRD 2287044Possible
Dan Hayes Jr · CRD 2290815Possible
Three records, one person, no way to tell
And what you knew stops being true
A clean list starts decaying the day you build it
Numbers die, people move, firms change
Nothing tells you which ones went bad
What we do about it
We track how old every field is and flag what has gone stale
A queue of what is worth checking next, not the whole list
Verification and DNC screening are operations you spend, on the records you choose
Still at that firm? Still that number?
BuiltCalled
MobileGood
EmailGood
FirmCurrent
NameConfirmed

The advisor about to move is hiding in plain sight. Four things are usually true first.

None of them says it on its own. Together they are hard to argue with.

A senior advisor whose book moves with themWorth the call
Their firm has been losing senior peopleA reason to look
A platform switch nearbyAssets already moving
Others have left for the same placeA path that works
The recordUnresolved
An advisor in your market
Invisible on every list you own
In motion
About to move, and nobody has called yet

Knowing who to call means nothing if the number is dead.

Reaching them is one stage of a loop. What you do next changes what comes back.

Target
Ranked by who is actually in motion
Reach
The channels you checked, not all four
Work
Every call and outcome, on the record
Sharpen
Outcomes change what gets recommended next
Loops back, sharper
ChannelsD.H. · ranked likely to move
Personal email
Personal inbox
Good
Mobile
Personal mobile
Good
Office line
Front desk
Goes nowhere
LinkedIn
Profile match
Good
Three channels that connect, one that never would have.
Checking a channel is an operation. You choose which records get them.
A bought list rots in a spreadsheet. This gets sharper with every advisor you touch.

The talent is already moving. There have never been more shots.

Three things are true at once, and none of them is slowing down.

37%
Retiring this decade
Every exit puts a book in play
70k+
New RIA hires ahead
Projected over the next five years
11.8%
Independent growth
The fastest moving channel in the market
Industry figures, most recent full year available.
One placement covers a year of sourcing. The wave hands you the rest.

See who is about to move, before your competition does.

Bring a slice of your own list. We resolve it, show you how many we already recognise, and which of them are showing the signals.

Thirty minutes
Your own list, not a demo file
No commitment before anything starts

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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