Your clients trust you with their future. Your systems don't know why.
Independent RIAs manage trillions in assets with small teams built on trust. But the client relationship intelligence that justifies your fees lives in the founder's head, not in your CRM. When the founder retires, the knowledge that kept clients loyal goes with them.
Independent RIAs
Client relationship intelligence, meeting prep automation, and succession-ready knowledge capture for founder-led advisory firms.
More segments coming soon
Private equity, venture capital, and family offices
The succession decade is here. Most firms aren't ready.
37.5% of advisors plan to retire within 10 years, collectively managing $10.4 trillion in assets. The difference between a successful internal succession and a fire sale comes down to one thing: whether institutional knowledge was captured and made transferable.
- Only 17% of RIAs have a formal, written succession plan
- Internal successions yield 2% client attrition. External acquisitions produce 11%.
- 81% of heirs plan to fire their parents' advisor after inheriting
- Firms where knowledge is locked in the founder's head trade at lower valuation multiples
The wealth management knowledge gap
Succession-ready knowledge base
Personal goodwill converted to enterprise value
Protect what you built so it outlasts you.
We start with a focused discovery sprint to understand your practice, your data, and your succession timeline. No pitch deck. Just a conversation.