Index
1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global RIA Database Platform Market Size Growth Rate by Type: 2019 VS 2023 VS 2030
1.2.2 Cloud-based
1.2.3 On-premises
1.3 Market by Application
1.3.1 Global RIA Database Platform Market Growth by Application: 2019 VS 2023 VS 2030
1.3.2 Fund and Asset Managers
1.3.3 Prime Brokers
1.3.4 Private Companies
1.3.5 Nonprofits
1.3.6 Others
1.4 Study Objectives
1.5 Years Considered
1.6 Years Considered
2 Global Growth Trends
2.1 Global RIA Database Platform Market Perspective (2019-2030)
2.2 RIA Database Platform Growth Trends by Region
2.2.1 Global RIA Database Platform Market Size by Region: 2019 VS 2023 VS 2030
2.2.2 RIA Database Platform Historic Market Size by Region (2019-2024)
2.2.3 RIA Database Platform Forecasted Market Size by Region (2025-2030)
2.3 RIA Database Platform Market Dynamics
2.3.1 RIA Database Platform Industry Trends
2.3.2 RIA Database Platform Market Drivers
2.3.3 RIA Database Platform Market Challenges
2.3.4 RIA Database Platform Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top RIA Database Platform Players by Revenue
3.1.1 Global Top RIA Database Platform Players by Revenue (2019-2024)
3.1.2 Global RIA Database Platform Revenue Market Share by Players (2019-2024)
3.2 Global RIA Database Platform Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Players Covered: Ranking by RIA Database Platform Revenue
3.4 Global RIA Database Platform Market Concentration Ratio
3.4.1 Global RIA Database Platform Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by RIA Database Platform Revenue in 2023
3.5 RIA Database Platform Key Players Head office and Area Served
3.6 Key Players RIA Database Platform Product Solution and Service
3.7 Date of Enter into RIA Database Platform Market
3.8 Mergers & Acquisitions, Expansion Plans
4 RIA Database Platform Breakdown Data by Type
4.1 Global RIA Database Platform Historic Market Size by Type (2019-2024)
4.2 Global RIA Database Platform Forecasted Market Size by Type (2025-2030)
5 RIA Database Platform Breakdown Data by Application
5.1 Global RIA Database Platform Historic Market Size by Application (2019-2024)
5.2 Global RIA Database Platform Forecasted Market Size by Application (2025-2030)
6 North America
6.1 North America RIA Database Platform Market Size (2019-2030)
6.2 North America RIA Database Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
6.3 North America RIA Database Platform Market Size by Country (2019-2024)
6.4 North America RIA Database Platform Market Size by Country (2025-2030)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe RIA Database Platform Market Size (2019-2030)
7.2 Europe RIA Database Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
7.3 Europe RIA Database Platform Market Size by Country (2019-2024)
7.4 Europe RIA Database Platform Market Size by Country (2025-2030)
7.5 Germany
7.6 France
7.7 U.K.
7.8 Italy
7.9 Russia
7.10 Nordic Countries
8 Asia-Pacific
8.1 Asia-Pacific RIA Database Platform Market Size (2019-2030)
8.2 Asia-Pacific RIA Database Platform Market Growth Rate by Region: 2019 VS 2023 VS 2030
8.3 Asia-Pacific RIA Database Platform Market Size by Region (2019-2024)
8.4 Asia-Pacific RIA Database Platform Market Size by Region (2025-2030)
8.5 China
8.6 Japan
8.7 South Korea
8.8 Southeast Asia
8.9 India
8.10 Australia
9 Latin America
9.1 Latin America RIA Database Platform Market Size (2019-2030)
9.2 Latin America RIA Database Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
9.3 Latin America RIA Database Platform Market Size by Country (2019-2024)
9.4 Latin America RIA Database Platform Market Size by Country (2025-2030)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa RIA Database Platform Market Size (2019-2030)
10.2 Middle East & Africa RIA Database Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
10.3 Middle East & Africa RIA Database Platform Market Size by Country (2019-2024)
10.4 Middle East & Africa RIA Database Platform Market Size by Country (2025-2030)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 FINTRX
11.1.1 FINTRX Company Detail
11.1.2 FINTRX Business Overview
11.1.3 FINTRX RIA Database Platform Introduction
11.1.4 FINTRX Revenue in RIA Database Platform Business (2019-2024)
11.1.5 FINTRX Recent Development
11.2 RIA Channel, LLC
11.2.1 RIA Channel, LLC Company Detail
11.2.2 RIA Channel, LLC Business Overview
11.2.3 RIA Channel, LLC RIA Database Platform Introduction
11.2.4 RIA Channel, LLC Revenue in RIA Database Platform Business (2019-2024)
11.2.5 RIA Channel, LLC Recent Development
11.3 AdvizorPro
11.3.1 AdvizorPro Company Detail
11.3.2 AdvizorPro Business Overview
11.3.3 AdvizorPro RIA Database Platform Introduction
11.3.4 AdvizorPro Revenue in RIA Database Platform Business (2019-2024)
11.3.5 AdvizorPro Recent Development
11.4 Discovery Data
11.4.1 Discovery Data Company Detail
11.4.2 Discovery Data Business Overview
11.4.3 Discovery Data RIA Database Platform Introduction
11.4.4 Discovery Data Revenue in RIA Database Platform Business (2019-2024)
11.4.5 Discovery Data Recent Development
11.5 LSEG
11.5.1 LSEG Company Detail
11.5.2 LSEG Business Overview
11.5.3 LSEG RIA Database Platform Introduction
11.5.4 LSEG Revenue in RIA Database Platform Business (2019-2024)
11.5.5 LSEG Recent Development
11.6 Addepar
11.6.1 Addepar Company Detail
11.6.2 Addepar Business Overview
11.6.3 Addepar RIA Database Platform Introduction
11.6.4 Addepar Revenue in RIA Database Platform Business (2019-2024)
11.6.5 Addepar Recent Development
11.7 Smartria
11.7.1 Smartria Company Detail
11.7.2 Smartria Business Overview
11.7.3 Smartria RIA Database Platform Introduction
11.7.4 Smartria Revenue in RIA Database Platform Business (2019-2024)
11.7.5 Smartria Recent Development
11.8 Charles Schwab
11.8.1 Charles Schwab Company Detail
11.8.2 Charles Schwab Business Overview
11.8.3 Charles Schwab RIA Database Platform Introduction
11.8.4 Charles Schwab Revenue in RIA Database Platform Business (2019-2024)
11.8.5 Charles Schwab Recent Development
11.9 Comply (RIA in a Box)
11.9.1 Comply (RIA in a Box) Company Detail
11.9.2 Comply (RIA in a Box) Business Overview
11.9.3 Comply (RIA in a Box) RIA Database Platform Introduction
11.9.4 Comply (RIA in a Box) Revenue in RIA Database Platform Business (2019-2024)
11.9.5 Comply (RIA in a Box) Recent Development
11.10 Envestnet
11.10.1 Envestnet Company Detail
11.10.2 Envestnet Business Overview
11.10.3 Envestnet RIA Database Platform Introduction
11.10.4 Envestnet Revenue in RIA Database Platform Business (2019-2024)
11.10.5 Envestnet Recent Development
11.11 RIA Workspace
11.11.1 RIA Workspace Company Detail
11.11.2 RIA Workspace Business Overview
11.11.3 RIA Workspace RIA Database Platform Introduction
11.11.4 RIA Workspace Revenue in RIA Database Platform Business (2019-2024)
11.11.5 RIA Workspace Recent Development
11.12 TD Ameritrade
11.12.1 TD Ameritrade Company Detail
11.12.2 TD Ameritrade Business Overview
11.12.3 TD Ameritrade RIA Database Platform Introduction
11.12.4 TD Ameritrade Revenue in RIA Database Platform Business (2019-2024)
11.12.5 TD Ameritrade Recent Development
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.2 Data Source
13.2 Disclaimer
13.3 Author Details
List of Tables
List of Tables
Table 1. Global RIA Database Platform Market Size Growth Rate by Type (US$ Million): 2019 VS 2023 VS 2030
Table 2. Key Players of Cloud-based
Table 3. Key Players of On-premises
Table 4. Global RIA Database Platform Market Size Growth by Application (US$ Million): 2019 VS 2023 VS 2030
Table 5. Global RIA Database Platform Market Size by Region (US$ Million): 2019 VS 2023 VS 2030
Table 6. Global RIA Database Platform Market Size by Region (2019-2024) & (US$ Million)
Table 7. Global RIA Database Platform Market Share by Region (2019-2024)
Table 8. Global RIA Database Platform Forecasted Market Size by Region (2025-2030) & (US$ Million)
Table 9. Global RIA Database Platform Market Share by Region (2025-2030)
Table 10. RIA Database Platform Market Trends
Table 11. RIA Database Platform Market Drivers
Table 12. RIA Database Platform Market Challenges
Table 13. RIA Database Platform Market Restraints
Table 14. Global RIA Database Platform Revenue by Players (2019-2024) & (US$ Million)
Table 15. Global RIA Database Platform Market Share by Players (2019-2024)
Table 16. Global Top RIA Database Platform Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in RIA Database Platform as of 2023)
Table 17. Ranking of Global Top RIA Database Platform Companies by Revenue (US$ Million) in 2023
Table 18. Global 5 Largest Players Market Share by RIA Database Platform Revenue (CR5 and HHI) & (2019-2024)
Table 19. Key Players Headquarters and Area Served
Table 20. Key Players RIA Database Platform Product Solution and Service
Table 21. Date of Enter into RIA Database Platform Market
Table 22. Mergers & Acquisitions, Expansion Plans
Table 23. Global RIA Database Platform Market Size by Type (2019-2024) & (US$ Million)
Table 24. Global RIA Database Platform Revenue Market Share by Type (2019-2024)
Table 25. Global RIA Database Platform Forecasted Market Size by Type (2025-2030) & (US$ Million)
Table 26. Global RIA Database Platform Revenue Market Share by Type (2025-2030)
Table 27. Global RIA Database Platform Market Size by Application (2019-2024) & (US$ Million)
Table 28. Global RIA Database Platform Revenue Market Share by Application (2019-2024)
Table 29. Global RIA Database Platform Forecasted Market Size by Application (2025-2030) & (US$ Million)
Table 30. Global RIA Database Platform Revenue Market Share by Application (2025-2030)
Table 31. North America RIA Database Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 32. North America RIA Database Platform Market Size by Country (2019-2024) & (US$ Million)
Table 33. North America RIA Database Platform Market Size by Country (2025-2030) & (US$ Million)
Table 34. Europe RIA Database Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 35. Europe RIA Database Platform Market Size by Country (2019-2024) & (US$ Million)
Table 36. Europe RIA Database Platform Market Size by Country (2025-2030) & (US$ Million)
Table 37. Asia-Pacific RIA Database Platform Market Size Growth Rate by Region (US$ Million): 2019 VS 2023 VS 2030
Table 38. Asia-Pacific RIA Database Platform Market Size by Region (2019-2024) & (US$ Million)
Table 39. Asia-Pacific RIA Database Platform Market Size by Region (2025-2030) & (US$ Million)
Table 40. Latin America RIA Database Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 41. Latin America RIA Database Platform Market Size by Country (2019-2024) & (US$ Million)
Table 42. Latin America RIA Database Platform Market Size by Country (2025-2030) & (US$ Million)
Table 43. Middle East & Africa RIA Database Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 44. Middle East & Africa RIA Database Platform Market Size by Country (2019-2024) & (US$ Million)
Table 45. Middle East & Africa RIA Database Platform Market Size by Country (2025-2030) & (US$ Million)
Table 46. FINTRX Company Detail
Table 47. FINTRX Business Overview
Table 48. FINTRX RIA Database Platform Product
Table 49. FINTRX Revenue in RIA Database Platform Business (2019-2024) & (US$ Million)
Table 50. FINTRX Recent Development
Table 51. RIA Channel, LLC Company Detail
Table 52. RIA Channel, LLC Business Overview
Table 53. RIA Channel, LLC RIA Database Platform Product
Table 54. RIA Channel, LLC Revenue in RIA Database Platform Business (2019-2024) & (US$ Million)
Table 55. RIA Channel, LLC Recent Development
Table 56. AdvizorPro Company Detail
Table 57. AdvizorPro Business Overview
Table 58. AdvizorPro RIA Database Platform Product
Table 59. AdvizorPro Revenue in RIA Database Platform Business (2019-2024) & (US$ Million)
Table 60. AdvizorPro Recent Development
Table 61. Discovery Data Company Detail
Table 62. Discovery Data Business Overview
Table 63. Discovery Data RIA Database Platform Product
Table 64. Discovery Data Revenue in RIA Database Platform Business (2019-2024) & (US$ Million)
Table 65. Discovery Data Recent Development
Table 66. LSEG Company Detail
Table 67. LSEG Business Overview
Table 68. LSEG RIA Database Platform Product
Table 69. LSEG Revenue in RIA Database Platform Business (2019-2024) & (US$ Million)
Table 70. LSEG Recent Development
Table 71. Addepar Company Detail
Table 72. Addepar Business Overview
Table 73. Addepar RIA Database Platform Product
Table 74. Addepar Revenue in RIA Database Platform Business (2019-2024) & (US$ Million)
Table 75. Addepar Recent Development
Table 76. Smartria Company Detail
Table 77. Smartria Business Overview
Table 78. Smartria RIA Database Platform Product
Table 79. Smartria Revenue in RIA Database Platform Business (2019-2024) & (US$ Million)
Table 80. Smartria Recent Development
Table 81. Charles Schwab Company Detail
Table 82. Charles Schwab Business Overview
Table 83. Charles Schwab RIA Database Platform Product
Table 84. Charles Schwab Revenue in RIA Database Platform Business (2019-2024) & (US$ Million)
Table 85. Charles Schwab Recent Development
Table 86. Comply (RIA in a Box) Company Detail
Table 87. Comply (RIA in a Box) Business Overview
Table 88. Comply (RIA in a Box) RIA Database Platform Product
Table 89. Comply (RIA in a Box) Revenue in RIA Database Platform Business (2019-2024) & (US$ Million)
Table 90. Comply (RIA in a Box) Recent Development
Table 91. Envestnet Company Detail
Table 92. Envestnet Business Overview
Table 93. Envestnet RIA Database Platform Product
Table 94. Envestnet Revenue in RIA Database Platform Business (2019-2024) & (US$ Million)
Table 95. Envestnet Recent Development
Table 96. RIA Workspace Company Detail
Table 97. RIA Workspace Business Overview
Table 98. RIA Workspace RIA Database Platform Product
Table 99. RIA Workspace Revenue in RIA Database Platform Business (2019-2024) & (US$ Million)
Table 100. RIA Workspace Recent Development
Table 101. TD Ameritrade Company Detail
Table 102. TD Ameritrade Business Overview
Table 103. TD Ameritrade RIA Database Platform Product
Table 104. TD Ameritrade Revenue in RIA Database Platform Business (2019-2024) & (US$ Million)
Table 105. TD Ameritrade Recent Development
Table 106. Research Programs/Design for This Report
Table 107. Key Data Information from Secondary Sources
Table 108. Key Data Information from Primary Sources
List of Figures
Figure 1. Global RIA Database Platform Market Size Comparison by Type (2024-2030) & (US$ Million)
Figure 2. Global RIA Database Platform Market Share by Type: 2023 VS 2030
Figure 3. Cloud-based Features
Figure 4. On-premises Features
Figure 5. Global RIA Database Platform Market Size Comparison by Application (2024-2030) & (US$ Million)
Figure 6. Global RIA Database Platform Market Share by Application: 2023 VS 2030
Figure 7. Fund and Asset Managers Case Studies
Figure 8. Prime Brokers Case Studies
Figure 9. Private Companies Case Studies
Figure 10. Nonprofits Case Studies
Figure 11. Others Case Studies
Figure 12. RIA Database Platform Report Years Considered
Figure 13. Global RIA Database Platform Market Size (US$ Million), Year-over-Year: 2019-2030
Figure 14. Global RIA Database Platform Market Size, (US$ Million), 2019 VS 2023 VS 2030
Figure 15. Global RIA Database Platform Market Share by Region: 2023 VS 2030
Figure 16. Global RIA Database Platform Market Share by Players in 2023
Figure 17. Global Top RIA Database Platform Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in RIA Database Platform as of 2023)
Figure 18. The Top 10 and 5 Players Market Share by RIA Database Platform Revenue in 2023
Figure 19. North America RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 20. North America RIA Database Platform Market Share by Country (2019-2030)
Figure 21. United States RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 22. Canada RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 23. Europe RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 24. Europe RIA Database Platform Market Share by Country (2019-2030)
Figure 25. Germany RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 26. France RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 27. U.K. RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 28. Italy RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 29. Russia RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 30. Nordic Countries RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 31. Asia-Pacific RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 32. Asia-Pacific RIA Database Platform Market Share by Region (2019-2030)
Figure 33. China RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 34. Japan RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 35. South Korea RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 36. Southeast Asia RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 37. India RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 38. Australia RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 39. Latin America RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 40. Latin America RIA Database Platform Market Share by Country (2019-2030)
Figure 41. Mexico RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 42. Brazil RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 43. Middle East & Africa RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 44. Middle East & Africa RIA Database Platform Market Share by Country (2019-2030)
Figure 45. Turkey RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 46. Saudi Arabia RIA Database Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 47. FINTRX Revenue Growth Rate in RIA Database Platform Business (2019-2024)
Figure 48. RIA Channel, LLC Revenue Growth Rate in RIA Database Platform Business (2019-2024)
Figure 49. AdvizorPro Revenue Growth Rate in RIA Database Platform Business (2019-2024)
Figure 50. Discovery Data Revenue Growth Rate in RIA Database Platform Business (2019-2024)
Figure 51. LSEG Revenue Growth Rate in RIA Database Platform Business (2019-2024)
Figure 52. Addepar Revenue Growth Rate in RIA Database Platform Business (2019-2024)
Figure 53. Smartria Revenue Growth Rate in RIA Database Platform Business (2019-2024)
Figure 54. Charles Schwab Revenue Growth Rate in RIA Database Platform Business (2019-2024)
Figure 55. Comply (RIA in a Box) Revenue Growth Rate in RIA Database Platform Business (2019-2024)
Figure 56. Envestnet Revenue Growth Rate in RIA Database Platform Business (2019-2024)
Figure 57. RIA Workspace Revenue Growth Rate in RIA Database Platform Business (2019-2024)
Figure 58. TD Ameritrade Revenue Growth Rate in RIA Database Platform Business (2019-2024)
Figure 59. Bottom-up and Top-down Approaches for This Report
Figure 60. Data Triangulation
Figure 61. Key Executives Interviewed