RIA Growth Catalyst with Julien Baneux | E385
Bringing big and smart data to RIA M&A
In this episode of FinTech Impact, host Jason Pereira interviews Julien Baneux, founder and CEO of RIA Growth Catalyst. Julien discusses the origins and mission of RIA Growth Catalyst, a data platform designed to facilitate M&A activities in the RIA space. They delve into the technology behind the platform, including the use of AI to interpret and analyze massive amounts of data for better decision-making in RIA acquisitions. The conversation also covers how the platform provides significant advantages to both buyers and sellers in the highly fragmented RIA market. Listeners will hear about the challenges, future plans, and the potential for AI to transform the industry.
Episode Highlights:
00:00 Introduction and Guest Introduction
00:34 Julien's Background and RIA Growth Catalyst Origin
02:30 Challenges in Data Acquisition and Solution Development
03:36 Understanding the Problem and Solution for RIA Aggregators
04:46 Data Aggregation and Predictive Metrics
09:22 Client Feedback and Use Cases
13:19 Future Directions and AI Integration
18:35 Challenges and Industry Wishes
24:09 Conclusion and Final Thoughts
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Julien Baneux’s LinkedIn