# Synseus Intelligence — Platform Overview

## What Synseus Is

Synseus is an AI-powered practice intelligence platform purpose-built for independent financial advisors and RIA firms. It surfaces growth opportunities, succession signals, revenue diagnostics, and M&A intelligence derived from public SEC IAPD data and practice-level inputs.

## What Synseus Is Not

- Not a CRM (it integrates with CRMs but does not replace them)
- Not a robo-advisor or client-facing tool
- Not a compliance platform
- Not a portfolio management system

## Who Uses Synseus

- Independent RIA principals ($25M–$500M AUM)
- Breakaway wirehouse advisors building new practices
- OSJ network administrators monitoring advisor fleets
- Growth-oriented advisors seeking acquisition targets
- Advisors preparing for succession or exit

## Core Capabilities

- 75+ Precision Tools across 10 practice intelligence modules
- 7-signal succession detection engine across 23,512 registered advisory firms
- Practice valuation using four-method weighted average model
- Archetype-based personalization (5 advisor growth profiles)
- M&A acquisition target identification within geographic radius
- Peer benchmarking against same-size firms (AUM-band percentile position)
- SEC ADV Part 2 brochure fee intelligence (effective fees, structures, minimums, custodians)
- Own-firm profile — your firm's SEC firmographics, succession exposure, and peer-cohort percentile
- CRM write-back to Wealthbox and Redtail (Growth tier)
- Evidence of Value PDF generation for client retention

## Key Statistics

- 23,512 advisory firms in database (16,923 SEC-registered RIAs + 6,589 state-registered ERA advisers)
- 8,725 firms with extracted SEC ADV Part 2 brochures (intelligence overlay on the 23,512 universe)
- 75+ Precision Tools
- 10 intelligence modules
- 7 succession signal types
- 5 advisor archetypes
- 10x average reported ROI
- 23% average revenue increase in Year 1
- 15 hours saved per week (reported)
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- 14% of firms that disclose adviser headcount are boutique practices (1–2 advisors); ~28% of the 23,512 universe does not disclose headcount
- 157 firms nationally show active succession-risk signals (20+ years in business, 1–2 advisors)
- NEW YORK, NY leads the nation with 15 succession-risk firms (largest metro concentration)
- Source: synseus.com/research/2026-ria-succession-report
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## Pricing

- Core: $49/seat/mo — Modules 1–5, 10+ tools
- Growth: $199/seat/mo — All 10 modules, 75+ tools, CRM integrations
- Architect: $499/mo flat (up to 5 seats) — API access, white-label
- Enterprise: Custom — OSJ networks, firm dashboard, unlimited seats
- Free trial: 14 days, no credit card required

## Primary URL

https://synseus.com