RIAX

RIAX provides an AI platform that unifies CRM, meetings, and portfolios to deliver behavioral, practice, and revenue intelligence for RIAs. In practice that means keeping every contact, deal and follow-up in one place so nothing slips.

The natural audience is sales teams and founders who are tired of spreadsheets. They also list Analytics, Artificial Intelligence (AI), Compliance, CRM and Financial Services, so expect those to show up in the feature set.

RIAX is based in Troy, Michigan and founded in 2025. You can read more at joinriax.ai.

Before you commit, look at pipeline stages, email sync, mobile app, and what reporting costs extra. Get the renewal terms in writing before the first invoice.

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