We serve the Wealth Management Industry. Exclusively.
We don't just spend time in wealth management. It's our entire focus. Period.
It’s a big decision. We’ve been there.
As former owners of an RIA, we have walked this path ourselves, acutely aware of the profound responsibility that comes with entrusting another with the culmination of your life’s work. The transaction is not your final act. Rather, it's the first step on a fresh, promising path. If navigated with care, this new venture has the potential to unfurl the most rewarding chapter of your professional career.
Save Time
We maintain structured intelligence on 80+ buyers, roughly 90% of the credible buyer universe. Say goodbye to spending months searching for the right buyer one at a time.
Cultural Fit
Applied Buyer Intelligence puts cultural fit first. While we're driven to amplify your value, we'll never compromise culture. Period.
Ideal Outcome
Working in the Lens application combined with our expert guidance, you'll find the right match that aligns culturally and economically, ensuring the best outcome for you, your team and clients.
Curated opportunities.
We view ourselves as collaborators with your M&A team. We're invested in both the seller's and buyer's results. This balanced stance in deal-making mandates that we integrate your preferred scenario and ideal partner into our methodology.
You are free to source transactions on your own or with any other advisor(s).
We care about your outcome. While some advisors might conduct financial auctions with limited seller interaction and provide data that may be questionable, we at Alaris stand apart. We focus on the cultural fit of a deal and ensure our data is comprehensive, clear, and honest, offering a true reflection of the seller's situation. Moreover, we encourage direct communication with the seller, rather than restricting it.
When we introduce a seller to you, they have come through a thorough process with Alaris and have been screened against your model. Further, you have been matched with them according to the strength of alignment with their business and ideal outcome. Lastly, they have chosen you as a potential fit. Working with Alaris saves you massive amounts of time and expense compared to self-sourcing opportunities.
As comprehensive as your outbound search may be, you cannot cover the entire landscape of opportunities. Alaris gives you increased exposure that is laser-focused on potential partners aligned with your business.