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Company profile: RIA Advisory

1.1 - Company Overview

RIA Advisory Logo

RIA Advisory

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

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 Logo

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
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Consit company profile →
TMF Group Logo

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
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full TMF Group company profile →
Richter International Logo

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: ●●
View full Richter International company profile →
AMA Group Logo

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: ●●●●●●●●●●
  • Acquisitions: ●●
View full AMA Group company profile →
IntegraFin Logo

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 1: ████████ ████████

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Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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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4.3 - M&A Transactions similar to RIA Advisory

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About RIA Advisory

What does RIA Advisory do?

RIA Advisory is a 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.

Who are RIA Advisory's competitors?

RIA Advisory's competitors and similar companies include Consit, TMF Group, Richter International, AMA Group, and IntegraFin.

Where is RIA Advisory headquartered?

RIA Advisory is headquartered in United States.

How many employees does RIA Advisory have?

RIA Advisory has 1,000 employees 🔒.

When was RIA Advisory founded?

RIA Advisory was founded in 2010 🔒.

What sector and industry vertical is RIA Advisory in?

RIA Advisory is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for RIA Advisory

Who are the top strategic acquirers in RIA Advisory's sector and industry

Top strategic M&A buyers and acquirers in RIA Advisory's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for RIA Advisory?

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Financial Investors investing in RIA Advisory's sector and industry vertical

Which are the top PE firms investing in RIA Advisory's sector and industry vertical?

Top PE firms investing in RIA Advisory's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in RIA Advisory's sector and industry vertical?

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Who are the top growth equity funds investing in companies in RIA Advisory's sector and industry vertical?

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Valuation benchmarks of companies in RIA Advisory's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for RIA Advisory?

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What are recent M&A transactions in RIA Advisory's sector and industry vertical?

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What are recent capital raises and funding rounds in RIA Advisory's' sector and industry vertical?

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