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Interval logoI
Specialized Planning

Interval

Expert business valuation software for specialized financial planning.

"Interval provides business valuation software and services tailored for financial professionals. It enables RIAs and other advisors to accurately assess the value of privately held companies for estate planning, M&A advisory, and other specialized planning needs. Firms use Interval to streamline valuation workflows, improve accuracy, and deliver comprehensive reports to clients."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #23 in Specialized Planning
Validated Adoption
1,364 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Business valuation modeling
Scenario planning
Data-driven insights
Customizable reports
Integration with financial planning software

Primary Use Cases

Valuation for estate planning
Valuation for mergers and acquisitions
Valuation for gift tax planning

Agentic Intelligence Briefing

"Interval empowers financial advisors to accurately value privately held businesses for more comprehensive financial planning."

Real-time Forensic Synthesis

Competitive Strengths

Specialized business valuation capabilities
Potentially integrates with other financial planning software
Provides robust analytics for complex scenarios

Adoption Hazards

Pricing not readily available, potentially expensive
Niche focus may not be relevant for all RIAs
Integration capabilities need further investigation

Stack Compatibility Profile

How Interval integrates into institutional RIA stacks.

1,364 Firms Analyzed
Riskalyze Online
98%
Stack Correlation
Nitrogen Wealth
97%
Stack Correlation
Elements Financial Planning
88%
Stack Correlation
Morningstar Office
80%
Stack Correlation
Advisor Websites (Responsive)
79%
Stack Correlation
Zoom
68%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs specializing in business owner financial planning
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1BizEquity
2ValueSource

Value Proposition

"Interval provides in-depth business valuation services, allowing RIAs to offer specialized planning and attract high-net-worth clients with complex financial needs."

Vendor Dossier

Interval logoI
Interval
interval.com
Corporate Portal

Audit Your RIA Stack

See how Interval fits into your overall tech efficiency score.

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