Accredited Investor Targeting Platform for RIAs — Grow AUM Without Burning Your Compliance Team
Registered Investment Advisors face a fundamental growth challenge: the most effective way to grow AUM is direct outreach to qualified prospects, but compliance requirements around advertising and solicitation create friction that slows every campaign. Most RIAs rely on referrals and conferences, both of which are slow and non-scalable.
GIGABOOST.AI is the accredited investor targeting platform built for RIAs who need to grow AUM systematically. Our AI identifies institutional allocators, family offices, HNW individuals, and qualified purchasers who match your strategy — and runs personalized outreach sequences that comply with your compliance team's guidelines. Every message is reviewed and approved by you before sending.
GIGABOOST.AI does not make investment recommendations or act as a broker-dealer. The platform provides targeting intelligence and outreach infrastructure — all investment-related communications are yours to control, review, and approve. This structure is designed to work within typical RIA compliance frameworks, though RIAs should always consult their CCO before launching any investor acquisition campaign.
At $3,000/month, GIGABOOST.AI costs less than one marketing specialist's salary — and generates qualified investor meetings that a marketing hire can't replicate.
Key Features for Registered Investment Advisors
340K+ verified investors including institutional allocators, family offices, and HNW individuals
Strategy-specific investor matching: filter by AUM range, allocation category, and geography
Compliance-ready outreach workflow — all messages reviewed before sending, full audit log
500 personalized investor outreach sequences per month
Unlimited pitch deck and one-pager review — AI analysis for investor communications
Investor CRM and secure document sharing for due diligence
No success fee, no AUM fee, no referral dependency
Frequently Asked Questions
Is GIGABOOST.AI compliant with RIA advertising rules?
GIGABOOST.AI is a software platform — not an investment adviser, broker-dealer, or regulated financial service. RIAs are responsible for ensuring their use of the platform complies with applicable SEC and FINRA rules, including Rule 206(4)-1 and applicable state regulations. All communications are reviewed and approved by the RIA before sending.
What types of prospects does GIGABOOST.AI identify for RIAs?
Institutional allocators, family offices, endowments, HNW individuals, and qualified purchasers — filterable by net worth tier, allocation category (alternatives, equities, fixed income), geography, and minimum commitment size.
Can GIGABOOST.AI help RIAs recruit client referrals from other advisors?
GIGABOOST.AI is primarily designed for direct investor outreach, not referral network building. For growing AUM through direct prospect outreach, the platform is well-suited. For referral network strategies, a dedicated approach is recommended.
How does GIGABOOST.AI help RIAs differentiate in outreach?
Every outreach message is personalized to the specific prospect's allocation history, portfolio, and stated preferences — not a generic pitch. This personalization significantly improves reply rates compared to mass email campaigns.