Independent wealth management firms whose founders may need a successor.
Spend your time on the owners most likely to sell. Dealport checks every company in your market and gives you the best ones first, with the owner's direct line.
Where it runs: Any state: SEC-registered advisers to individuals in Dealport's records.
What it looks for, weighed your way.
Rules decide which companies qualify. Your weights decide the order, and you can change either.
What each company gets4 of what it finds
- Assets and clients from Form ADV
- Owners, and whether a founder is near retirement
- Fee model and custodian
- The owner's direct phone and email
What qualifies3 rules
- RequiredIndependent: owned by its advisers
- DisqualifiesPart of an aggregator, a bank or a private equity platform
- RequiredMostly serves individuals and families
How it ranksA from 75, B from 50, C below
- Succession need×4
- Assets×3
- Fee-based×2
- Client base×1
Run it today, on credits.
50credits
A company researched
Qualified, ranked, every fact cited, with the contact included.
0credits
A run that fails
Its credits come back.
0credits
Sending to your tools
Instantly, HubSpot, your inbox or your own systems.
What firms ask about it.
Yes. Make it your own and change any rule or weight in plain words; every change is a new Version you can compare.
Any state: SEC-registered advisers to individuals in Dealport's records. Set your market before the first ten.
50 credits a company researched, with the owner's contact included. A run that fails is refunded.
Be the first call.
Tell us what you buy. We'll show you who owns it, and why they might sell.
A 20-minute call. Bring a mandate and we run it while we talk.
“Incredibly powerful for our deal and property search.”
Team from
BCG, EY, Marathon, Deutsche Bank and family offices
Backed by
Castle Island Ventures and Lemniscap