Asset Managers

Stop buying dinners advisors don't want.

You spend $350K/year per wholesaler on meetings, golf, and events. Advisors want new ideas, new clients, and a better-run business. Not another steak. There's a better way to reach all of them.

See Your Edge Why we know this
We Lived Your Model

We know the $350K number
because we spent it.

What we know

Decades in distribution. We've approved the travel budgets, organized the dinners, managed the territories, run the wholesaler teams. We know what it costs because we were them.

What advisors told us

Two decades across the table. Every meeting, every market, the same three asks: bring me new ideas, help me attract new clients, help me run a better business.

Not one of those asks is "take me to dinner."

riskDNA answers all three — and puts your models inside the platform where advisors do all of it. 20 years of field intelligence, built into software.

The Advisor Perspective

Advisors built your business.
Here's what they actually want.

Every dollar under management got there because an advisor said yes. Not a wholesaler. An advisor.

1

New ideas

Thousands of models ranked by real performance. Every asset class. Not a pitch deck — data they act on today.

2

New clients

Client presentations, branded risk profiles, a practice marketplace. Tools that make a $30M RIA look like a $300M institution.

3

A better business

CRM, financial planning, income planning, annuity analysis — one platform that replaces five. Your investment funds all of it.

Advisors use riskDNA every day because it's where they run their practice. Your models live inside that daily workflow — not in a pitch deck they forget by Friday.

Their attention is your distribution.

The 100 Cap

We only need 100.

Not 100 to start. 100 total. Ever.

Every
Independent advisor
in America
100
Asset managers.
That's it.
$0
Cost to every
advisor. Forever.

Every asset class. Every investment style. Enough variety to serve advisors well. Not so many that your models disappear in noise.

Every manager gets real visibility. Real engagement. Real distribution. Because we intentionally limited the field to make each seat matter.

When 100 spots are filled, the door closes.

Where your distribution dollars actually go.

Traditional Wholesaling

  • $350K/year per wholesaler
  • 200 advisor meetings/year
  • Dinners, golf, events, travel
  • Advisors forget your pitch by Friday
  • No performance transparency
  • Zero engagement data
  • Months to see pipeline results

riskDNA Platform

  • $5,000/mo — flat, predictable
  • Your models visible to any advisor on the platform
  • Data-driven discovery, not dinners
  • Models live where advisors work daily
  • Real performance data, ranked
  • Live engagement analytics
  • Warm introductions to interested advisors
The Alignment

Everyone wins.

Advisors

Save $12,600/yr.

New ideas. Client tools. Practice infrastructure. One platform replaces five. Free, forever — funded by your investment.

Clients

Better outcomes.

Investments matched through 24 risk markers and 6 DNA strands. Not a single number from a 5-minute questionnaire.

Managers

Real distribution.

Every independent advisor. Data, not dinners. Engagement analytics. Warm introductions. A fraction of one wholesaler.

How it works.

1

Upload your models

CSV upload. Daily returns, holdings, fees. Takes 5 minutes. We compute everything else — DNA profiles, PowerScores, risk analytics.

2

Name your competitors

Pick up to 3 competitor tickers. We generate head-to-head analyses, tear sheets, and advisor-ready materials. Updated automatically.

3

Reach advisors through data

Your models appear in advisor searches, rankings, and DNA matching. The Intelligence Dashboard shows who's looking, what they're comparing, and when they're ready to connect.

Simple pricing. No feature gating.

Every manager gets everything. The only difference is when you get in.

Founders
$5,000
/month — locked for life

First 20 managers. This price never changes.

  • Unlimited models on platform
  • Competitive intelligence program
  • Manager intelligence dashboard
  • Live advisor engagement analytics
  • Warm introduction engine
  • Weekly competitive briefs
  • Personalized advisor-facing materials
  • AI distribution network access

Less than 2% of one wholesaler's annual cost.

Standard
$5,000
/month + $1/engaged advisor

Managers 21–100. Same features. Usage-based upside capped at $20K/mo.

  • Everything in Founders
  • Identical features, no gating
  • Pay scales with real engagement
  • Monthly or quarterly billing
  • Hard cap: $20,000/mo maximum

Still a fraction of one wholesaler.

The math is simple.

One wholesaler — salary, travel, dinners, events $350,000/yr
Advisors reached per year 200
Cost per advisor meeting $1,750
riskDNA annual investment (Founders) $60,000/yr
Advisors with access to your models Every independent advisor
Cost per advisor reached Pennies

$1,750 per meeting an advisor didn't want — or pennies to live inside the platform they use every day. One of these is distribution. The other is tradition.

See It For Yourself

Enter your ticker.
See what advisors will see.

No demo. No call. No pitch deck. Just your data, ranked against the competition, in real time.

$5,000 a month.
Or $350,000 a year.

Your call.

See Your Edge