Gladstone Connect: Efficient M&A for Small RIAs

Gladstone Connect is purpose-built for smaller RIA and wealth management firms seeking to participate in the booming M&A market but traditionally sidelined by high deal costs and opaque matchmaking. For a low fee, RIAs can confidentially present their firm to a consortium of highly vetted buyers and access Gladstone’s seasoned M&A advisers and cutting-edge technology platform. The process is streamlined, anonymized for sellers, and includes a “deal concierge” who guides sellers from initial info gathering through closing. This opens up high-quality exits and growth pathways even for smaller shops, democratizing M&A that was once accessible mainly to large players.

Onbord.io: Streamlined, Compliant Client Onboarding

First impressions matter — especially for RIAs and fintechs where onboarding can be a notorious bottleneck. Onbord.io automates and secures the entire onboarding journey: advisors input basic client info, and the platform takes over with SMS/email reminders, digital form collection, and direct integrations for e-signatures and compliant data transfer. Advisors no longer chase paperwork or worry about errors. With white-label options and robust security, Onbord.io accelerates time-to-revenue and enhances client satisfaction, ideals for compliance-driven industries like wealth management and fintech.

Arc: Modern Banking, Non-Dilutive Funding for Startups

Arc positions itself as the digital banking suite made for startups. It combines core banking (deposit management, payments, cash diversification across asset classes) with powerful access to non-dilutive funding—like revenue-based advances or private credit—allowing founders to manage capital efficiently without handing over equity. Arc’s integrated platform is cloud-first and backed by seasoned investors. For startups, this means quicker access to cash, optimized capital management, and relief from legacy bank slowdowns or restrictive venture funding terms. Arc’s new AI-driven credit analysis tools also speed up underwriting for credit deals, making an already founder-friendly platform even more attractive.

inDinero.com: Accounting and Back-Office Simplified

Running an RIA, fintech, or startup means staying laser-focused on the core business. inDinero.com takes the headaches out of accounting, tax filings, and back-office management by combining human expertise with easy-to-use software tools. For RIAs and startups alike, this means better visibility into cash flow, less compliance risk, and a scalable back-office foundation that can keep pace as the business grows.

Conclusion: Choosing the Right Tools for Growth

Gladstone Connect, Onbord.io, Arc, and inDinero.com each play a crucial role in today’s innovation economy. Whether the goal is to access M&A opportunities, digitize and secure client onboarding, streamline modern banking and capital, or run a frictionless back office, the right blend of technology and human expertise puts RIAs, fintechs, and startups on surer footing for sustainable, accelerated growth.