Introducing the Alaris "Lens"

About this episode

This episode introduces the Alaris "Lens" product, a platform for RIAs to explore M&A opportunities and resources.

In this episode join Allen Darby and Jacqueline Martinez as they introduce the Alaris "Lens" product. Lens is a first of its kind platform for RIA's to explore M&A, learn through though leadership articles, podcasts, etc, and explore the largest buyer dataset ever put together in one place for M&A in the Wealth Management Space. It continues to improve the seller experience through our Ideal Outcome Process and Ai Partner Matching Algorithm that works like match.com for M&A in the wealth management space, creating culture based profile matches.

People in this episode

Host: Allen Darby

Guest: Jacqueline Martinez

Topics covered

• M&A
• Wealth Management
• Technology
• AI
• Business Strategy

Keywords

• M&A
• Alaris Lens
• Wealth Management
• AI Partner Matching
• Ideal Outcome Process

Mentioned in this episode

Organizations: Alaris Acquisitions

Products: Alaris "Lens"

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