# Riadatabase

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/riadatabase
- **Dataset:** https://optimly.ai/brand/riadatabase.json
- **Markdown:** https://optimly.ai/brand/riadatabase/llms.txt
- **Official website:** https://riadatabase.com
- **Slug:** riadatabase
- **Categories:** sales-crm

## Overview

- **Tagline:** 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: Brand's website (https://riadatabase.com) · 2026-10-04

- **Description:** 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: Brand's website (https://riadatabase.com) · 2026-10-04

## Offerings

- **Core capabilities:**
  - RIA Database (for RIA Firms & IARs)
  - Registered Rep Database (for Wirehouse
  - FINRA
  - Independent Reps)
  - Family Office Database
  - Bank/Trust Database
  - Data Integration services (CRM
  - MDM
  - Data Warehouse)
  - 13F Targeting and Holdings Analysis
  - Proprietary Investment Interest Insights powered by RIA Channel®.
Source: Brand's website (https://riadatabase.com) · 2026-10-04

- **Pricing:** Not explicitly stated, but implies subscription or licensing based on the platform and data access.
Source: Brand's website (https://riadatabase.com) · 2026-10-04

## Audience

- **Target industry:** Financial institutions, asset managers, wealth management firms, broker-dealers, sales teams, and marketing teams looking to identify, analyze, and reach financial intermediary prospects.
Source: Brand's website (https://riadatabase.com) · 2026-10-04

Page last updated 2026-10-04.