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