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financial services
RIA Channel is a financial services company based in Wayne, Pennsylvania, focused on the independent Registered Investment Advisor (RIA) market. Established in 2006, it connects financial advisors with asset managers, investment strategies, and educational content. With a team of 11 to 50 employees, RIA Channel provides digital marketing services, publishing, and data-driven solutions tailored for independent advisors. The company offers a range of services, including targeted digital marketing, high-quality educational content, and the organization of webcasts and industry events. RIA Channel also publishes "Top Advisor Lists" to recognize leading independent RIAs and assists asset managers in building outreach teams for effective advisor engagement. Its affiliation with RIA Database enhances its market intelligence and targeting capabilities, providing detailed profiles of independent RIAs to support its services. RIA Channel is dedicated to empowering financial advisors and facilitating growth for asset managers in the independent RIA sector.
RIA Channel is a financial services company based in Wayne, Pennsylvania, focused on the independent Registered Investment Advisor (RIA) market. Established in 2006, it connects financial advisors with asset managers, investment strategies, and educational content. With a team of 11 to 50 employees, RIA Channel provides digital marketing services, publishing, and data-driven solutions tailored for independent advisors. The company offers a range of services, including targeted digital marketing, high-quality educational content, and the organization of webcasts and industry events. RIA Channel also publishes "Top Advisor Lists" to recognize leading independent RIAs and assists asset managers in building outreach teams for effective advisor engagement. Its affiliation with RIA Database enhances its market intelligence and targeting capabilities, providing detailed profiles of independent RIAs to support its services. RIA Channel is dedicated to empowering financial advisors and facilitating growth for asset managers in the independent RIA sector.
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Founder Solo gives you 50 AI pitches per month using the credit model (Standard pitches cost 1 credit, Enriched pitches cost 2). Founder Pro raises that to 200 credits per month and adds full Booking Probability access, unlimited Magic Match, Apollo enrichment credits, and data export capabilities. Both plans use the same credit system, so you can stretch your monthly budget further by using Standard-mode drafting.
Agency tiers have no base fee. You pay per managed client and per talent profile. Agency Standard is $199 per client per month; Agency Pro is $399 per client per month. Both add $39 per talent profile per month. Your own team's user seats are always free.
A talent profile represents one person (founder, executive, or spokesperson) you are booking onto podcasts. It includes their bio, topics, headshots, and outreach history. Team plans include 5 profiles; agency plans are pay-as-you-go.
Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.
Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.
You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.
Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.
That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.
