RIA Match

Financial ServicesVirginia, United States0-1 Employees

Founded in 2010, RIA Match is M&A platform that provides advisory firms a strategic path to M&A, succession and growth in enterprise value. RIA Match offers two services to provide advisors and institutions greater efficiency in succession planning and growth.

• RIA Match Platform, a proprietary technology platform that matches buyers and sellers. Our long-term strategic partnership with PLANet Systems Group enables us to deliver a seamless experience for potential buyers and sellers.

• RIA Match Enterprise Solutions, a customizable, white-label platform for financial institutions to provide succession planning and growth solutions to their advisors and to maintain or grow the institution's assets under management. 

The team at RIA Match has over 30 years in the wealth management industry. With a demonstrated ability to succinctly assess and professionally communicate opportunities and mutually beneficial potential synergies to involved parties, RIA Match has proven results in Registered Investment Advisory firms (RIAs) mergers and acquisitions (M&A). The founder and CEO of RIA Match has been quoted in or authored articles for many publications e.g. the Wall Street Journal, InvestmentNews, and WealthManagement.com. and regularly presents at prestigious industry panels and conferences.

Email support@riamatch.com today about the future of your business.

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