Know exactly where your firm stands.
WealthKPI benchmarks your practice against peers across 16 metrics that drive growth, profitability, and enterprise value — then turns the gaps into an AI-built action plan.
From raw numbers to a clear plan
Every view is scored against real peer distributions — so you always know whether a number is strong, average, or a priority.
Peer benchmarking
See your percentile on all 16 metrics against firms in your AUM band — not vanity averages, but where you actually rank.
Firm Performance Index
One 0–100 score that rolls up every KPI into a single, trackable measure of practice health.
AI action plans
Your Practice Copilot turns the biggest gaps into prioritized, firm-specific recommendations you can actually execute.
Enterprise valuation
An EBITDA-multiple valuation driven by the metrics buyers pay for — see what closing each gap is worth.
Multi-firm rollups
Network and enterprise views for RIAs, aggregators, and OSJs managing many firms from one place.
Compensation benchmarks
Role-by-role pay bands so you can hire and retain talent competitively against the market.
16 KPIs across four dimensions
The metrics that separate top-quartile firms from the median — measured, benchmarked, and tracked over time.
Growth
- Organic Growth Rate
- Net New Assets
- Client Growth Rate
- Client Retention
Productivity
- Revenue / Client
- Revenue / Advisor
- AUM / Advisor
- Clients / Advisor
Profitability
- Operating Margin
- Compensation Ratio
- Technology Spend
- Revenue / $ Expense
Operations
- Time on Client Service
- Staff Attrition
- Succession Readiness
- AI Maturity
Benchmarked in minutes
Enter your numbers
Add your firm's metrics by hand, or connect Schwab and Plaid to pull AUM and account data automatically.
Get scored instantly
Every KPI is ranked against peer benchmarks in your AUM band, rolled up into your Firm Performance Index.
Work the plan
Follow your AI action plan, set goals on the metrics that matter, and watch your index climb over time.
Start free. Upgrade as you grow.
You only pay more when you're benchmarking more firms or adding teammates — no setup fees, no long-term contract.
- 1 firm benchmarked
- All 16 KPIs & your Firm Performance Index
- Percentile ranking vs peers in your AUM band
- AI executive summary & action plan
- Up to 5 firms
- Everything in Free, plus
- Team seats & shared workspaces
- Auto-import via Schwab & Plaid
- Enterprise valuation & goal tracking
- Trend history & CSV export
- Unlimited firms
- Everything in Team, plus
- Network & rollup dashboards
- SSO, roles & admin controls
- Priority support & onboarding
- Dedicated success manager
See where your firm really stands
Run the free 6-metric benchmark now — no signup, instant result.