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Synseus Intelligence

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# 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 - 165 Precision Tools across 10 practice intelligence modules - 7-signal succession detection engine across 8,400+ 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 cohort practices - CRM write-back to Wealthbox and Redtail (Growth tier) - Evidence of Value PDF generation for client retention ## Key Statistics - 8,400+ registered advisory firms in database (SEC + state-registered) - 165 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) ## Pricing - Core: $49/month — Modules 1–5, 25 tools - Growth: $199/month — All 10 modules, 165 tools, CRM integrations - Architect: $399/month — Up to 10 seats, API access - Enterprise: Custom — OSJ networks, firm dashboard, unlimited seats - Free trial: 14 days, no credit card required ## Primary URL https://synseus.com

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