Competitive Intelligence for RIAs

Know Exactly Where You Stand
Against 500+ Firms

A personalized competitive intelligence report built from our benchmark database of 500+ RIA tech stacks. See exactly where your firm leads, lags, and where the biggest opportunities are hiding.

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The Problem

You're making tech decisions blind.

Most RIA firms have no idea how their technology stack compares to competitors. They overspend on tools that don't move the needle and miss critical gaps that cost them clients.

Without competitive intelligence, you're guessing which tools to adopt, which to replace, and where your firm is actually vulnerable.

The Solution

Data-driven clarity on your competitive position.

Our report benchmarks your firm against 500+ RIA technology stacks across every critical category — CRM, financial planning, portfolio management, and more.

You'll know exactly where you rank, what your competitors are using, and which specific changes will give you the biggest advantage.

What's Included

A comprehensive competitive intelligence package tailored to your specific firm.

Firm-Specific Competitive Scorecard

Your overall technology grade and category-by-category breakdown showing exactly where you rank against the benchmark database.

Full Tech Stack Analysis

AI-powered detection and analysis of your current technology stack across CRM, planning, portfolio, reporting, and compliance tools.

Gap Analysis & Recommendations

Specific, actionable recommendations for tools to add, replace, or consolidate based on what top-performing firms are using.

Industry Trend Intelligence

Market share data, adoption trends, and emerging technology patterns from our database of 500+ RIA firm tech stacks.

Peer Group Comparison

Detailed comparison against firms of similar size, AUM, and service model so your benchmarks are relevant and actionable.

1-on-1 Strategy Session

A dedicated walkthrough of your report with our analyst to discuss findings, priorities, and your technology roadmap.

How It Works

Three simple steps to competitive clarity.

1

Purchase Your Report

Complete a secure checkout. We begin analysis immediately.

2

We Build Your Intelligence Package

Our AI agents analyze your website, detect your tech stack, and benchmark it against 500+ firms. A human analyst reviews and enriches the findings.

3

Review & Strategize

Receive your full report and schedule your 1-on-1 strategy session to discuss findings, priorities, and your technology roadmap.

One-Time Investment

Get Your Competitive Edge

$4,950

One-time purchase • No subscription

  • Personalized competitive scorecard
  • Full tech stack analysis & detection
  • Gap analysis with specific recommendations
  • Peer group benchmarking (500+ firms)
  • Industry trend intelligence
  • 1-on-1 strategy session with analyst
  • Quarterly update reports

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