Data Feeds
Access data sets via API, SFTP, or otherwise on a weekly or monthly basis.
Databases
Subscribe to unlimited access to our four searchable databases. Save searches, lists, notes, and download data as much as you need to throughout the subscription period. Access hundreds of fields for marketing and sales targeting.
CRM Integration
Schedule data feeds into Salesforce or Hubspot via our open API data integration tools.
IP Matching
Track advisor lead data via our sophisticated IP matching tools.
CRD Matching
Append CRD unique identifiers for all IARs and RIAs at the contact and firm level or send it to our service team for same day turnaround.
Intent Data
Access proprietary insights and research on advisors and the advisor marketplace on investment usage, interest, intentions and centers of influence.
Data Dashboards
Utilize our unique sales enablement platform for lead generation, lead scoring and sales empowerment.
Analytics
Empower your sales strategies with our proprietary insights, data and analytic tools.
Surveys & Research
Tap into our engaged advisor audiences for your own investment surveys and research.
Contact Info
303 W. Lancaster Avenue
Suite 137
Wayne, PA 19087
Phone: 704.540.2657
Email: info@RIADatabase.com