Whether you are raising capital, distributing products, selling technology, or acquiring firms — if your target is the RIA and wealth manager channel, AllocatorBase provides the intelligence and infrastructure to do it better.
Same underlying platform — SEC-verified RIA data, probability scoring, CRM architecture, pipeline staging. Different entry point depending on what you are trying to accomplish.
Every use case above runs on the same core: 35,000+ SEC-verified allocator profiles sourced from EDGAR Form ADV filings and IAPD regulatory data, scored with AllocatorBase's Probability Score (0–100), and installed natively into HubSpot or Salesforce with pipeline stages, automation, and velocity analytics.
The difference between use cases is not the product — it is the framing. An alternatives manager uses the Probability Score to predict which allocator will commit capital. A distribution team uses it to predict which RIA will adopt a new strategy. A wealthtech company uses it to predict which firm will buy their platform. A recruiter uses it to score acquisition targets. Same data. Same scoring. Same infrastructure. Different job.
This is what separates AllocatorBase from pure data providers like AdvizorPro, FINTRX, Dakota, and RIA Database. They give you names. AllocatorBase gives you a system — regardless of what you are trying to accomplish in the RIA channel.
We publish honest, detailed comparisons against every major platform in the category.