Hyperfocused Tech Stack Data
Find RIAs based on the specific technology and platforms they utilize, enabling you to uncover new business opportunities and tailor your pitch to precisely match their needs and workflows.
Filter RIAs Using:
TAMP Data
- Refine your outreach by identifying which Turnkey Asset Management Platforms (TAMPs) your contacts use. Uncover new business opportunities and align your sales approach based on their tech stack. Filter TAMPs like:
- Envestnet
- SMArtX
- Orion
- Black Diamond
- And many more
Tech & Platform Data at a Glance
Tech Stack
- Get a clearer picture of your contacts' operations by filtering based on the technology they use. Our platform allows you to identify contacts using specific tech solutions, including:
- Addepar
- Nitrogen
- Right Capital
- Trust & Will
- And many more
