RIA Database & RIA Channel
RIA Database & RIA Channel, based in Charlotte, NC, offers comprehensive data software, analytics, and marketing services tailored for the financial services industry. Their proprietary web-based platform allows users to sort, search, save, and download targeted leads, providing access to an extensive database of registered investment advisors, broker-dealers, family offices, and bank trust companies.
With over 40,000 RIA firms and 500,000 contacts, RIA Database empowers financial institutions to identify and engage with their ideal prospects through in-depth data analytics and insights. The platform supports seamless data integration with popular CRM systems, enhancing sales and marketing efforts across various advisor channels.
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