Company profile: RIA Advisory
1.1 - Company Overview
Company description
- Provider of business and technology advisory and consulting services across financial services, healthcare and insurance, public sector, and utilities, plus business process outsourcing. Delivers end-to-end revenue lifecycle management solutions covering invoicing, receivables, reconciliation, and payables, with support centers providing specialized IT support for revenue management systems.
Products and services
- Business Process Outsourcing: Executes end-to-end revenue lifecycle operations, covering invoicing, receivables, reconciliation, and payables, via modular support centres that absorb specialized IT support needs using a unique framework
- Financial Services: Architects custom-configured business and technology systems for end-to-end revenue lifecycle management, spanning invoicing, receivables, reconciliation, and payables, with support centres absorbing specialized IT support needs via a unique framework
- Healthcare and Insurance: Develops enterprise-grade business and technology products tailored to industry needs, configured for invoicing, receivables, reconciliation, and payables, with support centres absorbing specialized IT support via a unique framework
Key contacts
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Financial details
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1.2 - Competitors and similar companies to RIA Advisory
Consit
HQ: Denmark
Website
- Description: Provider of business IT solutions delivering business and digital solutions and professional advice, including ERP (financial systems), case and document management (ESDH), CRM, business intelligence, and people counting. Offers Microsoft Dynamics 365 Business Central and CE, e-commerce platforms (DynamicWeb, Shopify), BI and AI tools (Power Platform, Copilot), ERP (NAV, Business Central, Oracle, Uniconta), and document capture and payment management.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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TMF Group
HQ: The Netherlands
Website
- Description: Provider of accounting, tax, payroll, fund administration and legal entity management services, enabling companies to expand and invest across borders and operate corporate structures, finance vehicles and investment funds globally. Delivers expertise via accountants, legal, financial, corporate secretarial, HR and payroll professionals worldwide, supported by TMF KRAIOS, a digital client platform for access and service requests.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Richter International
HQ: United States
Website
- Description: Provider of insurance consulting and brokerage services, offering medical insurance, travel medical insurance, student health insurance, adventure travel coverage, disability coverage, and medical and security assistance to a diverse range of clients.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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AMA Group
HQ: United States
Website
- Description: Provider of mechanical, electrical, life safety, plumbing, and sustainable design services as a national engineering firm.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
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View full AMA Group company profile →
IntegraFin
HQ: United Kingdom
Website
- Description: Provider of independent UK wrap platform services via Transact, delivering comprehensive financial planning infrastructure for advisers to invest client assets in a tax-efficient way, with a wide range of tax-efficient wrappers and access to over 8,000 funds and assets; and provider of T4A CURO, an adviser practice management solution for financial planning and wealth management firms.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full IntegraFin company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for RIA Advisory
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to RIA Advisory
2.2 - Growth funds investing in similar companies to RIA Advisory
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4 - Top valuation comps for RIA Advisory
4.2 - Public trading comparable groups for RIA Advisory
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