Who uses RIA Pulse?
RIA Pulse serves a diverse range of RIA industry professionals including firm leaders and staff, industry providers and vendors, M&A advisors, business development professionals, researchers, and analysts. Anyone who needs comprehensive RIA firm intelligence and industry data.
What types of research can I do with RIA Pulse?
You can conduct comprehensive firm research, competitive analysis, due diligence, market opportunity identification, industry benchmarking, trend analysis, and business development research. Our platform provides the data and tools for any RIA industry research need.
Where is your data sourced?
RIA Pulse sources data from the Investment Advisory Public Disclosure system.
Do you have custodian data?
Yes!
Do you offer bulk data access or API access?
Yes. Check out our About page for partnership inquiries or the Contact page to message directly.
How far back does the historical data go?
Our historical analysis and data goes back to January 1, 2019, providing comprehensive trend analysis and historical benchmarking capabilities.
Is it safe for me to use RIA Pulse? What kind of data do you collect?
We understand that RIA Pulse users may be leveraging our research for important and sensitive business matters. As such, we do not track user-specific activity beyond simple platform events like logins and signups. For completely anonymous access, users may create a Guest Account to access most of the platform.