SaaS platform that helps independent RIAs own their client…
Overview
Problem we are solving — Independent RIAs managing $100M–$500M in AUM are trapped renting their growth. They pay shared-lead platforms like SmartAsset and Zoe for leads sold to 3–5 competitors, or hire agencies that run ads from accounts the advisor never owns. When the contract ends, the pixel data, audiences, and creative library disappear. Advisors are spending millions on client acquisition and building zero enterprise value — every dollar evaporates the moment they stop paying.
Current traction — Advisors Hub is the agency arm generating the proof, cash flow, and customer base that AdvisorsOS will productize. Current traction: Revenue: $850K in 2025 annual revenue — 3X growth vs. 2024. Fully bootstrapped, profitable, zero outside capital. Customers: 400+ independent advisory firms served across the network. Outcomes delivered: $1B+ in AUM closed for clients, 65K+ qualified appointments generated, ~$261 average cost per exclusive appointment across the book. Flagship case: MDRN Capital (Aaron Cirksena) scaled from $35M to $240M AUM in 14 months on our system — landing #766 on the 2024 Inc. 5000 with 548% revenue growth, directly attributable to the acquisition infrastructure we built and they now own. Depth of proof: Jim McLane — 1,114 appointments at ~$95 CPA, campaigns running 3+ years. Marvin Mitchell — 4,175 appointments from $315K spend. Jonathan Leonard — $13M single-client relationship closed from one appointment. Cornerstone Wealth — 8X ROI. AdvisorsOS (SaaS): Pre-launch. The platform is being built directly on top of the playbooks, funnels, and automation stack already running across our 400+ firm network — giving us a pre-validated ICP, documented unit economics, and a warm conversion pipeline at launch.
Founder: EL KACIMI · LinkedIn: https://www.linkedin.com/in/el-kacimi/
Challenge
Independent RIAs managing $100M–$500M in AUM are trapped renting their growth. They pay shared-lead platforms like SmartAsset and Zoe for leads sold to 3–5 competitors, or hire agencies that run ads from accounts the advisor never owns. When the contract ends, the pixel data, audiences, and creative library disappear. Advisors are spending millions on client acquisition and building zero enterprise value — every dollar evaporates the moment they stop paying.
Investment
Discovery
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Request a warm introduction to the ADVISORS HUB, INC. team through the Ascent Valley network. Open to investors approved on application.