Insights

Strategic M&A Platform RIA Match specializes in facilitating mergers and acquisitions within the registered investment advisory space, offering a proprietary matching platform that streamlines connections between buyers and sellers, presenting significant growth opportunities for firms seeking expansion or exit strategies.

Industry Expertise With over 30 years of experience in wealth management, RIA Match's leadership demonstrates deep industry knowledge and a strong network, making it an ideal partner for financial firms looking to improve succession planning and strategic growth initiatives.

Technology-Driven Solutions The company's use of advanced technology including a white-label platform for institutions indicates potential value for financial organizations aiming to enhance their advisor services or asset management capabilities through customized digital solutions.

Growth and Revenue Potential Generating between one and ten million dollars in revenue with a small team, RIA Match presents opportunities for scalable sales engagements aimed at expanding their platform offerings, enhancing their market presence, or integrating additional services.

Market Positioning As a recognized player in the sector with engagements in industry publications and conferences, RIA Match is positioned to benefit from partnerships or service expansions targeting advisory firms seeking sophisticated M&A and succession planning tools.

RIA Match Tech Stack

RIA Match uses 8 technology products and services including Cart Functionality, jQuery, jQuery UI, and more. Explore RIA Match's tech stack below.

  • Cart Functionality
    E-commerce
  • jQuery
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks
  • YouTube
    Video Players
  • jQuery Validation Plugin
    Web Tools And Plugins

RIA Match's Email Address Formats

RIA Match uses at least 1 format(s):
RIA Match Email FormatsExamplePercentage
FirstMiddle.Last@riamatch.comJohnMichael.Doe@riamatch.com
50%
First.Last@riamatch.comJohn.Doe@riamatch.com
50%

Frequently Asked Questions

Where is RIA Match's headquarters located?

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RIA Match's main headquarters is located at po Box 746 Purcellville, Virginia 20134 United States. The company has employees across 1 continents, including North America.

What is RIA Match's phone number?

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You can contact RIA Match's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is RIA Match's official website and social media links?

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RIA Match's official website is riamatch.com and has social profiles on LinkedIn.

What is RIA Match's NAICS code?

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RIA Match's NAICS code is 52 - Finance and Insurance.

How many employees does RIA Match have currently?

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As of April 2026, RIA Match has approximately 1 employees across 1 continents, including North America. Key team members include Founder And Ceo: M. A. B.Founder And Chief Executive Officer: M. A.. Explore RIA Match's employee directory with LeadIQ.

What industry does RIA Match belong to?

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RIA Match operates in the Financial Services industry.

What technology does RIA Match use?

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RIA Match's tech stack includes Cart FunctionalityjQueryjQuery UIPHPreCAPTCHABootstrapYouTubejQuery Validation Plugin.

What is RIA Match's email format?

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RIA Match's email format typically follows the pattern of FirstMiddle.Last@riamatch.com. Find more RIA Match email formats with LeadIQ.

When was RIA Match founded?

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RIA Match was founded in 2011.

RIA Match

Financial ServicesVirginia, United States0-1 Employees

Founded in 2010, RIA Match is M&A platform that provides advisory firms a strategic path to M&A, succession and growth in enterprise value. RIA Match offers two services to provide advisors and institutions greater efficiency in succession planning and growth.

• RIA Match Platform, a proprietary technology platform that matches buyers and sellers. Our long-term strategic partnership with PLANet Systems Group enables us to deliver a seamless experience for potential buyers and sellers.

• RIA Match Enterprise Solutions, a customizable, white-label platform for financial institutions to provide succession planning and growth solutions to their advisors and to maintain or grow the institution's assets under management. 

The team at RIA Match has over 30 years in the wealth management industry. With a demonstrated ability to succinctly assess and professionally communicate opportunities and mutually beneficial potential synergies to involved parties, RIA Match has proven results in Registered Investment Advisory firms (RIAs) mergers and acquisitions (M&A). The founder and CEO of RIA Match has been quoted in or authored articles for many publications e.g. the Wall Street Journal, InvestmentNews, and WealthManagement.com. and regularly presents at prestigious industry panels and conferences.

Email support@riamatch.com today about the future of your business.

Section iconCompany Overview

Headquarters
po Box 746 Purcellville, Virginia 20134 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
0-1

Section iconFunding & Financials

  • $1M$10M

    RIA Match's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    RIA Match's revenue is estimated to be in the range of $1M$10M

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