{"name":"Riadatabase","domain":"riadatabase.com","url":"https://optimly.ai/brand/riadatabase","is_claimed":false,"categories":["sales-crm"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Comprehensive and in-depth proprietary data on all financial advisor channels, extensive searchable fields (200+ for RIA Firms), seamless data integration with leading CRMs (e.g., Salesforce, HubSpot), advanced 13F security holdings targeting, and exclusive investment interest insights powered by RIA Channel®.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://riadatabase.com","updated_at":"2026-10-04T00:04:50.356000+00:00"},{"key":"description","label":"Description","shape":"text","content":"Riadatabase is a platform providing in-depth data, data integrations, and software solutions for all financial advisor channels, including RIA Firms, Registered Reps, Family Offices, and Banks/Trusts. It enables financial institutions to identify ideal prospects, analyze investment holdings, and leverage proprietary engagement data for sales and marketing.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://riadatabase.com","updated_at":"2026-10-04T00:04:50.356000+00:00"}]},{"header":"Offerings","sections":[{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"RIA Database (for RIA Firms & IARs)\nRegistered Rep Database (for Wirehouse\nFINRA\nIndependent Reps)\nFamily Office Database\nBank/Trust Database\nData Integration services (CRM\nMDM\nData Warehouse)\n13F Targeting and Holdings Analysis\nProprietary Investment Interest Insights powered by RIA Channel®.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://riadatabase.com","updated_at":"2026-10-04T00:04:50.356000+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Not explicitly stated, but implies subscription or licensing based on the platform and data access.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://riadatabase.com","updated_at":"2026-10-04T00:04:50.356000+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial institutions, asset managers, wealth management firms, broker-dealers, sales teams, and marketing teams looking to identify, analyze, and reach financial intermediary prospects.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://riadatabase.com","updated_at":"2026-10-04T00:04:50.356000+00:00"}]}],"last_refreshed_at":"2026-10-04T00:04:50.356000+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=riadatabase"}