81
61
Growth Score
-7 pts
Heat Score
-22 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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287896
RIA Database provides comprehensive profiles, data, software and analytics for the financial services industry.
- Julie Cooling: Founder and CEOPast Role: GivingCapital, Consultant
About the Company
RIA Database is an advisor data, software and digital marketing firm focused on the financial services industry. Our firm was founded in 2005 and is headquartered in Charlotte, North Carolina. We have employees located in New Jersey, California, North Carolina and India. Our boutique firm services many of the largest financial services firms in the
world with over 600 clients and thousands of database users. We produce 100 to 120 investment webcasts and 6 virtual summits annually, and we market to an audience of over 400,000 financial advisors.
Women Founded
