24
Growth Score
pts
Heat Score
-21 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience
951053
We Build Workflows, Processes, & Automations For RIAs Ready To Grow
- Jeffrey Rusin: Co-Founder
- Matthew Awai: Co-Founder
About the Company
At Advisor Tech Partners, our RIA Revival System is a comprehensive 4-month engagement that transforms RIA operations by focusing on service model automation, customized workflows, and efficient processes. We help RIAs streamline their business operations by using Redtail CRM as a centralized hub, where we organize information, document critical
processes, and implement workflows tailored to your firm’s specific needs. Our goal is to create an automated, scalable structure that eliminates human error, enhances client experience, and fosters seamless communication within your team. Through this immersive process, we ensure your firm is set up for long-term operational success and growth.
