Portfolio-similarity engine · Machine learning + 13F data

Your best client has 40 twins.

Doppelganger fingerprints every RIA on style, holdings, factor tilt, and rotation behavior — then finds the firms most similar to your existing champions. Stop guessing who to prospect next.

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Anchor firm
Meridian Wealth Partners
↓ 4 highest-similarity matches ↓
0.96
Fairfield Wealth
Stamford, CT · $2.1B
0.94
North Star Wealth
Seattle, WA · $1.9B
0.91
Highland Peak
Denver, CO · $1.45B
0.88
Copper Canyon
Phoenix, AZ · $920M
Plus 36 more firms at similarity ≥0.80 — all with verified contact info in Atlas.

Because your best RIA client
is a template, not an outlier.

Style fingerprint

Each firm's holdings are vectorized across style buckets, factor tilts, sector weights, and rotation velocity — 64 dimensions per firm.

Similarity ranking

Cosine distance across all 4,263 firms in real time. Filter by AUM band, region, and rotation activity for the sharpest match.

Ready to pitch

Every match comes with verified emails, LinkedIn URLs, and a one-click portfolio X-Ray so you walk in prepared.

Find your client's twins.

Free preview with one anchor firm and 4 doppelgangers. No card required.

Try free →