Screen 125,000+ contacts across 35,000+ SEC-verified firms by AUM, geography, custodian, fee structure, and growth signals. Score every firm for acquisition fit. Export ranked target lists directly into Salesforce or HubSpot.
Preqin, PitchBook, and generic CRMs were built for fund performance tracking and LP intelligence — not for identifying tuck-in targets or scoring roll-up candidates. Acquirers need a different data set and a different workflow.
PitchBook and Preqin track fund returns and LP commitments. They don't surface the SEC Form ADV fields that matter for acquisition screening — regulatory AUM, client demographics, fee schedules, custodian relationships, and firm structure.
Generic databases give you a flat export. You get 500 firms in a CSV and your team spends weeks manually researching each one. There's no fit score, no growth signal detection, and no way to rank which firms to approach first.
You download a list, import it into Salesforce, and within a month the data is outdated. No ongoing sync. No enrichment. No tracking of which targets your team has already contacted versus which are untouched.
Three steps from SEC data to a ranked acquisition pipeline inside your CRM. No CSV exports. No manual research.
Filter 35,000+ SEC-verified firms by the criteria that matter for acquisitions.
Every firm scored 0–100 on acquisition fit using your specific criteria.
Export ranked target lists directly into your CRM. No CSV import required.
Every record in AllocatorBase is verified against SEC Form ADV filings — not scraped from LinkedIn or compiled from self-reported surveys. You get regulatory AUM, not marketing AUM. Actual client counts, not estimates. Real fee schedules, not ranges. This is the data acquirers need to make screening decisions with confidence.
Whether you're acquiring one firm or building a national platform, AllocatorBase gives you the screening and scoring infrastructure to source with precision.
Screen thousands of firms by AUM, geography, and growth profile. Score each for platform fit. Build a ranked pipeline of acquisition targets inside your CRM.
Identify tuck-in candidates that match your existing platform — compatible custodians, overlapping geographies, complementary client bases. Score at scale, not one-by-one.
Find smaller firms in your region with aging principals, compatible fee structures, and client demographics that align with your practice. Move before the broker does.
Source books of business by production level, custodian, and registration type. Identify advisors likely to transition based on firm size, tenure, and competitive positioning.
30-minute executive briefing. We'll screen your target criteria against 35,000+ SEC-verified firms and show you what a scored acquisition pipeline looks like inside your CRM. No slides. Just your data.