RIA Pulse Partnership Inquiries

Enhance your product or service offering with our data, research platform, and content generation engine.

Complete our Partnership Inquiry Form now through September.

About RIA Pulse

RIA Pulse is an on-demand research tool for the RIA industry making information and analysis about RIAs more easily accessible to an underserved audience of advisory firm leaders and industry providers.

Launched in August 2025, RIA Pulse has quickly grown to over 60 users leveraging the application's content generation engine to fuel signups and organically grow a weekly industry newsletter to 100 subscribers in a short time.

Since launching RIA Pulse as a free product, various parties have inquired about partnerships, licensing, and acquisition of the underlying technology. To facilitate these inquiries from competing interests and ensure fair consideration of all parties, we are inviting partnership submissions through the month of September.

Why Now? As a solo-founded, bootstrapped project with early traction and potential to expand, RIA Pulse is perfectly positioned for strategic collaborations that can accelerate its impact in the RIA space.

Solutions

Wealthtech Vendors & Consulting Firms

Integrate RIA Pulse as a strategic marketing asset.

Engage potential customers with tailored insights and content their competition, proven to generate warm introductions and connections with firm owners.

Industry Publications

Use RIA Pulse data and our Content Generation Engine to create steady-streams of targeted, high-value content for your readers.

Research Providers

Bolster your offering and unlock new audiences with an on-demand research platform.

Incorporate our Content Generation Engine and AI analysis into your research process.

M&A Advisors

Launch a branded research tool, bringing interested buyers and sellers to you and establishing your firm as a leader in the space.

Technology and Capabilities

RIA Pulse is comprised of multiple proprietary technologies which may be used together or independently.

RIA Pulse Data Engine & API

RIA Pulse data is sourced from raw monthly filing exports from the IAPD system. Our proprietary data engine provides a command line interface to parse and normalize historical ADV data, generate performance metrics, benchmarks, rankings, and outputs data to our API database or flat files.

This tool is metadata-driven and generates its own database schema, making it extendable for custom use. The API is a flexibly queried RESTful API, ready to be used directly or integrated within an application (such as the RIA Pulse web app).

RIA Pulse Web Application

The RIA Pulse web application allows users to easily interact with the data from the RIA Pulse API, enhancing the value of the source data with additional features. The web application provides the following capabilities in a modern, easy-to-use platform:

ADV Data Interface

  • Search, sort, and filter all RIA Firms by any combination of Form ADV fields

  • Search individual filings by field name or value

  • Compare changes between ADV filings

Firm Analysis

  • View changes to key growth metrics over time

  • Compare changes to industry benchmarks across different types of firms

  • Visualize AUM growth vs financial markets

  • Get AI-driven analysis that combines our historical firm and benchmarking data with content on the web for up-to-date firm analysis

And much more. See for yourself now at riapulse.com

Content Generation Engine

The RIA Pulse Content Generation Engine utilizes the RIA Pulse API to generate text and image content to based on the underlying data. This can be used for marketing and report-generation purposes (see RIA Pulse LinkedIn Newsletter as an example).

Integrated with Active Campaign, the content generation engine can be used to deliver tailored content to users based on their interests and preferences.