A system of record for how the RIA market evolves.
A system of record for how the RIA market evolves.
20+ years of reconstructed regulatory history. Every firm. Every advisor. Every signal connected.
20+ years of reconstructed regulatory history. Every firm. Every advisor. Every signal connected.
Built on Trajectory, Not Snapshots
Built on Trajectory,
Not Snapshots
[RVMPD]
Difference.
Difference.
Difference.
©2026
Traditional platforms show the present. RVMPD models the trajectory.
Traditional platforms show the present. RVMPD models the trajectory.
Traditional platforms show the present. RVMPD models the trajectory.
Snapshot Platforms
Traditional RIA Databases
Current AUM filters
Latest headcount
Static firm profiles
Basic move alerts
Manual research
Directory workflows
Snapshot Platforms
Traditional RIA Databases
Current AUM filters
Latest headcount
Static firm profiles
Basic move alerts
Manual research
Directory workflows
RVMPD
RVMPD
Multi-year growth modeling
Expansion & contraction signals
Longitudinal firm models
Modeled mobility probability
Signal driven ranking
Structured signal extraction
Current AUM filters
RVMPD
Multi-year growth modeling
Expansion & contraction signals
Longitudinal firm models
Modeled mobility probability
Signal driven ranking
Structured signal extraction
Current AUM filters
Multi-year growth trajectory
Latest headcount
Hiring momentum
Firm snapshots
Firm evolution over time
Basic move alerts
Advisor mobility modelingeling
Manual filing review
Regulatory history reconstructed
Directory prospecting
Signal-weighted targeting
This shifts recruiting and acquisition decisions in wealth management from reactive to predictive.
This shifts recruiting and acquisition decisions in wealth management from reactive to predictive.
WHAT'S INSIDE
Intelligence.
We don't give you data. We tell you who matters and why.
Every view is built on reconstructed market history. Not filtered data.
WHAT'S INSIDE
[RVMPD]
Intelligence.
Intelligence.
©2026
We don't give you data. We tell you who matters and why.
Every view is built on reconstructed market history. Not filtered data.
CORE
Firms
Search and analyze firms across the market with ownership history, growth trends, and client composition.
Advisors
Search and filter advisors by experience, mobility, licensing, and performance signals.
Custodians
Analyze custodians and the firms that use them.
CORE
Firms
Search and analyze firms across the market with ownership history, growth trends, and client composition.
Advisors
Search and filter advisors by experience, mobility, licensing, and performance signals.
Custodians
Analyze custodians and the firms that use them.
CORE
Firms
Search and analyze firms across the market with ownership history, growth trends, and client composition.
Advisors
Search and filter advisors by experience, mobility, licensing, and performance signals.
Custodians
Analyze custodians and the firms that use them.
ADVISOR MARKET
Market Pulse
Analyze advisor movement, firm momentum, and broader market dynamics.
Movement Map
See where advisors are moving between firms and who is capturing that flow.
Power Shift
Identify which firms are gaining top advisors and which are losing them across the market.
Talent Pressure Map
Real time heat map showing where advisor movement and instability are highest.
ADVISOR MARKET
Market Pulse
Analyze advisor movement, firm momentum, and broader market dynamics.
Movement Map
See where advisors are moving between firms and who is capturing that flow.
Power Shift
Identify which firms are gaining top advisors and which are losing them across the market.
Talent Pressure Map
Real time heat map showing where advisor movement and instability are highest.
ADVISOR MARKET
Market Pulse
Analyze advisor movement, firm momentum, and broader market dynamics.
Movement Map
See where advisors are moving between firms and who is capturing that flow.
Power Shift
Identify which firms are gaining top advisors and which are losing them across the market.
Talent Pressure Map
Real time heat map showing where advisor movement and instability are highest.
ACQUIRER MARKET
Targets in Market
Identify firms under transition pressure and which are actively available for acquisition.
Early Warning Radar
Detect firms building toward a transaction 12 to 24 months out, before succession flags appear, before they go to market.
ACQUIRER MARKET
Targets in Market
Identify firms under transition pressure and which are actively available for acquisition.
Early Warning Radar
Detect firms building toward a transaction 12 to 24 months out, before succession flags appear, before they go to market.
ACQUIRER MARKET
Targets in Market
Identify firms under transition pressure and which are actively available for acquisition.
Early Warning Radar
Detect firms building toward a transaction 12 to 24 months out, before succession flags appear, before they go to market.
MARKET STRUCTURE
Custodian Pulse
Analyze custodian market share, platform dominance, and how control of assets is concentrated across the market.
Custodian Switching
Track when advisor moves force client accounts to shift between custodians, exposing where assets are being reallocated and why.
MARKET STRUCTURE
Custodian Pulse
Analyze custodian market share, platform dominance, and how control of assets is concentrated across the market.
Custodian Switching
Track when advisor moves force client accounts to shift between custodians, exposing where assets are being reallocated and why.
MARKET STRUCTURE
Custodian Pulse
Analyze custodian market share, platform dominance, and how control of assets is concentrated across the market.
Custodian Switching
Track when advisor moves force client accounts to shift between custodians, exposing where assets are being reallocated and why.
This reveals who is scaling, who is stalling, and who is about to move.
The same system.
Designed to prioritize opportunity.
This reveals who is scaling, who is stalling, and who is about to move.
The same system.
Designed to prioritize opportunity.
This reveals who is scaling, who is stalling, and who is about to move.
The same system.
Designed to prioritize opportunity.
MADE FOR
MADE FOR
[RVMPD]
Designed.
Designed.
Designed.
©2026
Every program is designed around a specific buyer and a specific decision.
Every program is designed around a specific buyer and a specific decision.
1
Capital Allocators & Talent Leaders
Prioritize advisors entering transition windows before they surface
Focus on firms entering expansion or instability phases
Replace intuition with structural signal
1
Private Equity & RIA Platforms
Identify sustained growth before it becomes the consensus
Evaluate durability of growth and ownership structure
Surface early succession and control signals