About RIA database
RIA database is a Technology company based in Charlotte (United States) founded in 2005 by Julie Cooling. It offers data sets on financial advisors, firms, and professionals for sales and marketing. It operates on a B2B and SaaS model. Its chief executive, as recorded, is Julie Cooling. RIA database offers products and services including RIA Database Platform, Analytics Integration, and Data Feeds. Its focus areas include FinTech, Investment Tech, Financial Databases and Private Company Data. Its legal entity is Labworks, LLC. Similar companies include ZoomInfo, Apollo and Eltropy; 3 of its 3 listed similar companies have raised funding.
Company details
RIA Database delivers comprehensive data sets on registered investment advisors, brokerdealers, and family offices through web-based software. It enables users to search, save, and download leads, integrate with CRM systems, and access analytics for marketing efforts. The platform serves financial institutions in the US, focusing on targeted prospecting and industry insights.
- Headquarters Charlotte, United States
- Founders Julie Cooling
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website riadatabase.com
- Social LinkedIn X Facebook
- Legal Name Labworks, Llc
Products & Services of RIA database
RIA database offers a comprehensive portfolio of products and services, including RIA Database Platform, Analytics Integration, and Data Feeds.
Web-based tool for searching and downloading financial advisor data sets.
Services for CRM integration and lead generation in financial sectors.
Provides feeds for advisor contacts and firm details for marketing use.
People of RIA database
3 people are tracked at RIA database (2 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Julie Cooling | Founder, CEO | Leadership |
Chris Rosenberry | Creative Director | Leadership |
Ashley Pereira | Team lead /Account manager Sr. software Developer /Database Administrator | Team |
Complete people profiles for RIA database
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Similar companies to RIA database
RIA database has 3 listed similar companies in our database, 3 of them funded. They include ZoomInfo, Apollo and Eltropy.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| zoominfo.com | 2000 | Vancouver, United States | $32M | 3,540 | Contact databases and sales intelligence are supplied to businesses. | |
| apollo.io | 2015 | San Francisco, United States | $250.42M | 204 | Lead management platform with analytics and engagement tools is provided. | |
| eltropy.com | 2014 | Milpitas, United States | $25M | 113 | Reputation management software is provided for solar industry sales. |
Detailed similar companies of RIA database
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of RIA database
The website of RIA database (riadatabase.com) receives about 7.2K visits a month.
- Monthly visits7.2K
▼ 8% vs previous month
Websites whose visitors overlap most with RIA database. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| discoveryco.com | 100% | View details |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as RIA database (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about RIA database
RIA database was founded in 2005.
RIA database is headquartered in Charlotte, United States. It is registered at Charlotte, North Carolina, United States.
Julie Cooling is the CEO of RIA database, as recorded in our data. They have also founded this company.
RIA Database delivers comprehensive data sets on registered investment advisors, brokerdealers, and family offices through web-based software. It enables users to search, save, and download leads, integrate with CRM systems, and access analytics for marketing efforts. The platform serves financial institutions in the US, focusing on targeted prospecting and industry insights.
RIA database offers RIA Database Platform, Analytics Integration, and Data Feeds.
RIA database operates through Labworks, Llc.