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RIA Match

RIA Match

Financial ServicesFlag of USP.O. Box 746, Purcellville, United States1-10 Employees

Company overview

HeadquartersP.O. Box 746, Purcellville, VA 20134, US
Phone number+15712523247
Website
NAICS52
SIC628
Keywords
Advisors Looking To Join A Firm, Fee Only And Hybrid Advisors, Rias Growth Through Adding Advisors, Rias Looking To Sell A Firm, Succession Plans For Financial Advisors, Rias, Wealthmanagement, Ria M&A, Mergersandacquisitions
Founded2011
Employees1-10
Socials

Key Contact at RIA Match

Flag of US

Mary Ann Buchanan

Founder and CEO

About RIA Match

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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RIA Match revenue & valuation

Annual revenue$4,986,022
Revenue per employee$4,987,000
Estimated valuation?$16,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

RIA Match has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

RIA Match has never raised funding before.

RIA Match Tech Stack

Discover the technologies and tools that power RIA Match's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

jQuery UI

jQuery UI

JavaScript libraries

Apache HTTP Server

Apache HTTP Server

Web servers

SWFObject

SWFObject

Miscellaneous

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

HSTS

HSTS

Security

MailChimp

MailChimp

Email

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Bootstrap

Bootstrap

UI frameworks

AdRoll CMP System

AdRoll CMP System

Cookie compliance

Frequently asked questions

RIA Match is located in P.O. Box 746, Purcellville, US.
You can reach RIA Match at +15712523247.
RIA Match was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.
RIA Match has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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