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Independent RIA's - Want to help us build the best RIA-tech platform?

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Mar 15, 2019 4:19 pm


We're building a suite of technology solutions that is bringing core banking capabilities to indepdendent RIA's. We're looking for 5-10 independent RIA's to give us feedback, that will help us make our product better suited to helping you retain clients and grow your business. We're a young and growing tech company, and are completely committed to helping independent RIA's become more competitive than the big wirehouses.

Would anyone be interested in chatting with us for 30min to help us understand your needs. You'd be helping us build the best product for RIA's, and we'd be happy to gift you a $50 Amazon card in exchange for your time.

Please message me with your email if you'd like to join, and we'll email with scheduling details.

Thank you!

Mar 15, 2019 4:36 pm

Please pick a time here if you'd like to chat. Thank you!