RIA M&A Data Tracking Software

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RIA M&A Data Tracking Software

Inspired by a conversation on:

The Long Term Investor

The Long Term Investor

M&A, Valuations, and the Future of RIAs — A Conversation with Ian Wenik (EP.222)

Host: Peter Lazaroff

Timestamp: 09:47 - 10:10

Listen to Episode • View Podcast • All Ideas from The Long Term Investor

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Feather Flow

Direct Quote

"We have a tracker that automatically will update us and send us an email notification every time a list of RAs that we track updates their Form ADV Part 1 or Part 2."

Market Gap

Advisory firms struggle to track M&A activities efficiently.

As the RIA industry experiences rapid consolidation, firms often find it challenging to keep up with mergers and acquisitions (M&A) activities. They need timely information about who is merging, which firms are changing leadership, or altering their investment strategies. Current solutions often rely on manual tracking or sporadic updates from unreliable sources, leading to missed opportunities or uninformed decision-making. A dedicated tracking software could streamline this process, providing real-time alerts and comprehensive insights into the evolving landscape of RIAs and their transactions.

Summary

The proposal is to develop a software tool specifically designed to track mergers and acquisitions within the RIA sector. This tool would automatically monitor changes in Form ADV filings, alerting users of significant updates such as ownership changes or shifts in investment strategies. Target users would include financial advisors, firm management, and investment analysts who need to stay informed about their competitive landscape. By leveraging advanced data analytics and real-time notifications, this tool could help firms make informed strategic decisions and stay ahead in a competitive market.

Categorization

Business Model
SaaS
Target Founder
Technical
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$4,000 - $10,000 MRR
Moderate (Most Likely)
$10,000 - $20,000 MRR
Optimistic
$30,000 - $50,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
8/10
Novelty
7/10
Feasibility
7/10
Market Potential
8/10
Evidence
7/10
Overall
7.4/10
Found on September 17, 2025 • Analyzed on September 17, 2025 8:25 AM

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How should I validate this saas idea before building it?

2:34 PM

Great question! For a saas idea like this, I'd recommend starting with these validation steps:

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Yes, and what about the technical implementation? Should I build this myself or hire a team?

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Technical Strategy:

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