Business Details
21 Years
experience
Your Trusted Sales Enablement Platform for Financial Advisors
Founded in 2005, RIA Database has established itself as a market leader in advisor data solutions for the financial services industry. Our mission is to empower financial institutions with comprehensive data, cutting-edge software, and actionable analytics to drive sales and marketing success. Over the years, we have expanded our offerings to include specialized databases for RIAs, registered reps, family offices, and banks, serving over 600 financial institutions globally. Our team of experienced professionals combines deep industry expertise with innovative technology to deliver tailored solutions that meet the evolving needs of asset managers, broker/dealers, and fintech firms.We prioritize long-term partnerships, offering CRM integration, intent data, and proprietary analytics tools to help clients identify and engage ideal prospects. With a proven track record of innovation, including the launch of the first industry LMS and 200+ annual digital events, we remain committed to advancing financial advisor engagement through data-driven insights.
Services
Data Feeds
Databases
CRM Integration
Intent Data
Analytics
Surveys & Research
IP Matching
CRD Matching
Data Dashboards
Details
- Year established: 2005
Highlights and features
- We have over 15 years of experience in financial data services.
- Our team works with top asset managers and fintech firms.
- We offer proprietary data and analytics tools for advisor targeting.
- We provide CRM integration and intent data solutions.
- Our platform supports 600+ financial institutions nationwide.
Services
Data Feeds
Access structured datasets via API or SFTP for weekly or monthly updates. Our feeds support seamless integration with CRM systems, enabling real-time advisor targeting and sales strategy optimization through comprehensive financial data.
Databases
Unlimited access to four searchable databases covering RIAs, registered reps, family offices, and banks. Over 500,000 contacts and 200,000 emails allow precise segmentation for marketing campaigns and prospect identification in wealth management sectors.
CRM Integration
Automate data flows into Salesforce or Hubspot using open API tools. This service ensures synchronized client records, reducing manual entry errors and enhancing lead management efficiency for financial institutions.
Intent Data
Leverage proprietary research on advisor investment preferences and market trends. This service identifies advisors actively engaging with specific asset classes, enabling targeted outreach aligned with current market behaviors.
Analytics
Utilize advanced tools to analyze advisor portfolios, ETF holdings, and asset allocations. These insights help institutions track competitive positioning and refine sales strategies based on quantifiable market data.
People
Julie Cooling
Founder & Chief Executive Officer
Julie Cooling founded RIA Database in 2005 and leads strategic growth initiatives. With deep expertise in financial data solutions, she drives innovation in advisor engagement tools and industry partnerships.
Stephanie Sullivan
Chief Operating Officer
Stephanie Sullivan oversees daily operations and client relations. Her leadership ensures efficient delivery of data solutions and maintains high standards for customer satisfaction across RIA Database's service lines.
Keith Black
Managing Director of Education
Dr. Keith Black develops educational content and research initiatives. His expertise in finance and academic credentials enhance RIA Channel's programming for advisor professional development and market analysis.
Chris Rosenberry
Creative Director
Chris Rosenberry leads design and branding efforts. He shapes the visual identity of RIA Database's platforms, ensuring intuitive user experiences and compelling presentation of complex financial data tools.
Natalie Holding
Director of Marketing
Natalie Holding directs marketing strategies and digital outreach. She manages campaigns that highlight RIA Database's solutions, driving engagement with financial institutions and expanding market reach.
Questions
What services does RIA Database offer?
We provide data feeds, CRM integration, intent data, analytics, and access to four financial advisor databases for targeted sales and marketing.
How can I integrate RIA Database with my CRM?
Our open API tools allow seamless integration with Salesforce or Hubspot for automated data synchronization and lead management.
Do you offer intent data for advisor targeting?
Yes, our proprietary intent data reveals advisor investment preferences and market engagement patterns for strategic outreach.
How often is your data updated?
Data feeds update weekly or monthly, with real-time CRM integration ensuring current advisor information for prospecting.
What databases are available?
We offer RIA, Registered Rep, Family Office, and Bank/Trust databases covering 40,000+ firms and 500,000+ contacts.
