Alts-readiness intelligence for the RIA channel

    Find the RIAs ready
    for your alternatives fund.

    Build your territory list, find the right gatekeepers and push them straight to HubSpot.

    50

    US States Covered

    SEC + Public Filings

    Primary Sources

    AI-Powered

    Search & Analysis

    What is Wealthmetrica?

    Built for distribution teams selling evergreen, interval, and tender-offer funds through the RIA channel.

    Comprehensive Data

    Profiles on RIAs, family offices, foundations and private funds, with AUM, custodians, client types and regulatory filings in one place.

    People Intelligence

    Find the decision-makers at each firm by title, firm or location, then look up their email and phone when you are ready to reach out.

    Regularly Refreshed Data

    Profiles are refreshed as sources are updated — SEC filings, ADV amendments, and other public disclosures — with the source and date noted. See our Methodology for details.

    US Coverage

    Investment firms and advisers across all 50 states, SEC- and state-registered. Filter by state to focus on your territory.

    Investment Allocations

    Quarterly 13F holdings for thousands of institutional filers. See what each firm holds and how positions changed from the prior quarter.

    Security

    Data is encrypted in transit and at rest, and CRM tokens are stored encrypted and used only to write to your own CRM.

    How It Works

    Go from search to outreach in three simple steps. Wealthmetrica puts the data you need at your fingertips so you can focus on building relationships.

    Step 01

    Search & Filter

    Filter investment firms by AUM, state, custodian or registration type, sort by Alts-readiness score, or ask in plain English. Narrow the field to the firms and people you need.

    Step 02

    Research & Analyze

    Open a firm to see its Form ADV data, 13F holdings, brochure evidence and team. Save firms to lists and follow the ones you want to watch.

    Step 03

    Access in your CRM

    Look up emails and phone numbers for the decision-makers, then push contacts and their firms to HubSpot. Salesforce works with a manual configuration, and any list downloads as CSV.

    From shortlist to your CRM in minutes

    Build your list in Wealthmetrica, then send it where your team works.

    HubSpot

    Available now

    Access the advisers you find in HubSpot as contacts, with their firms as companies.

    • Connects in a few minutes with a HubSpot Private App token. No developer needed, but creating the token takes HubSpot super admin rights.
    • Optional email and phone lookup before each push.
    • Contacts are matched on email, so a re-export updates records instead of duplicating them.

    Salesforce

    Manual configuration

    Access contacts and firms in Salesforce orgs that have REST API access.

    • Enterprise, Unlimited or Developer edition, or Professional with the API add-on.
    • Your admin creates a connected app: about 5 minutes, then up to 15 minutes for Salesforce to activate it.

    Claude (MCP)

    Available now

    Ask Claude about firms, contacts, 13F holdings and brochures through Wealthmetrica's hosted MCP server.

    • One-click sign-in: in Claude, add a custom connector with https://app.wealthmetrica.com/connector/mcp, sign in to Wealthmetrica and click Allow. No token needed.
    • Read-only. Every firm or person Claude reads counts toward your plan's monthly profile exports.
    • There is no public REST API; MCP is the programmatic route. A manual API token remains as an advanced fallback.

    Microsoft Copilot (MCP)

    Available now

    Use Wealthmetrica from Microsoft Copilot Studio agents through the same hosted MCP server.

    • We'll help you set it up with your Microsoft 365 admin.
    • Same read-only tools and monthly profile exports as Claude.

    Frequently Asked Questions

    Please contact us if you have any questions.