ADVISOR PIPELINE PRO

The ultimate growth engine for select RIAs.

 

REQUEST A MEETING

 

ADVISOR PIPELINE PRO

Your all-in-one growth accelerator.

A powerful solution designed to establish a sustainable pipeline of advisor recruitment candidates and M&A deal opportunities.

 

AN INTEGRATED ENGINE

Advisor Pipeline Pro is a pre-built deal-sourcing machine nested in technology and fueled by a proven process.

Fully managed by our team, Advisor Pipeline Pro delivers a consistent stream of qualified conversations with like-minded advisors.

SME
 

ADVISOR PIPELINE PRO

We've combined years of growth-driving experience with technology and personalized outreach to help RIAs reach, engage, and close deals more efficiently than ever before.

Reach

Gain exclusive access to your targets in your market geography with our reliable advisor data.

Engage

Our proprietary segmentation and our effective outreach ensure you engage only with viable opportunities.

Close

Onboard advisors and close M&A deals with our fully guided, reliable, and proven approach.

REQUEST A MEETING

YOUR GROWTH, OUR PRIORITY

At Edge Partners, we are dedicated to your success. We provide comprehensive guidance every step of the way, from setting goals to identifying target advisors to closing deals.

Take charge of your inorganic growth strategy with advanced deal pipeline management by our expert team.

 

 

 

EXCLUSIVE PARTNERSHIP

Gain a competitive edge over your market.

We partner with only one RIA per geography, granting you exclusive access to target advisors and RIAs.