Internal Preview · Fynancial LinkedIn Ad Campaign · April 2026
Ad 01 — The Invisible Problem
A/B test · Cold · Whitepaper · Same creative, different copy length
A — Long
B — Short
···
Your client tracked a $15 burrito in real time. To check their $15M portfolio, they opened three portals and reset a password.
… more
RIA enterprise value is increasingly determined by one thing most founders overlook: who owns the last mile.
Every other high-trust service industry — medicine, home services, even wellness — solved the client interface a decade ago. Wealth management is the last one still delivering a premium relationship through a discount digital window.
The firms closing that gap aren't just improving the client experience. They're institutionalizing enterprise value and commanding the Platform Premium when buyers come knocking.
We documented how it's happening — and what it's doing to RIA valuations — in a 48-page cross-industry research report.
Free. Link below.
Every other high-trust service industry — medicine, home services, even wellness — solved the client interface a decade ago. Wealth management is the last one still delivering a premium relationship through a discount digital window.
The firms closing that gap aren't just improving the client experience. They're institutionalizing enterprise value and commanding the Platform Premium when buyers come knocking.
We documented how it's happening — and what it's doing to RIA valuations — in a 48-page cross-industry research report.
Free. Link below.
The firms winning on valuation own the last mile.
fynancial-experience.com
47
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Your client tracked a $15 burrito in real time. To check their $15M portfolio, they opened three portals and reset a password.
RIA enterprise value is increasingly determined by one thing most founders overlook: who owns the last mile.
Wealth management is the last high-trust industry still delivering a premium relationship through a discount digital window.
We documented what closing that gap does to RIA valuations. 48 pages. Free. Link below.
RIA enterprise value is increasingly determined by one thing most founders overlook: who owns the last mile.
Wealth management is the last high-trust industry still delivering a premium relationship through a discount digital window.
We documented what closing that gap does to RIA valuations. 48 pages. Free. Link below.
The firms winning on valuation own the last mile.
fynancial-experience.com
31
8 comments · 2 reposts
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Ad 02 — The Lag
Single execution · Cold · Whitepaper
Cold
···
Your local HVAC company delivers a better digital client experience than most billion-dollar RIAs. That's not an insult. That's a decade of excuses catching up with an industry.
… more
We documented why — and what it's costing wealth management firms in enterprise value — in a 48-page cross-industry research report. Free. Link below.
Between 2010 and 2015, every high-trust service industry solved the digital client interface. Medicine did it under HIPAA — a stricter compliance regime than the SEC. Home services did it. Salons did it. They deployed platforms that handled the complexity and put their brand on the front door.
Wealth management opted out.
PE buyers are now pricing that decision into every RIA deal they look at.
48 pages. Free. Link below.
Between 2010 and 2015, every high-trust service industry solved the digital client interface. Medicine did it under HIPAA — a stricter compliance regime than the SEC. Home services did it. Salons did it. They deployed platforms that handled the complexity and put their brand on the front door.
Wealth management opted out.
PE buyers are now pricing that decision into every RIA deal they look at.
48 pages. Free. Link below.
Your doctor solved this in 2010. Wealth management still hasn't.
fynancial-experience.com
58
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Ad 03 — The Platform Premium
A/B test · Cold · Calculator · Same creative, different copy length
A — Long
B — Short
···
Two RIAs. Identical AUM. One sells at 8x EBITDA. One sells at 12x+. The difference isn't performance — it's infrastructure.
… more
RIA valuation multiples are quietly being re-rated by a factor most founders aren't modeling: who controls what their clients actually see and experience.
Institutional buyers aren't just buying AUM anymore. They're looking under the hood. When a firm's clients have to navigate three separate vendor portals — each with a different login, each branded for someone else — buyers see fragmentation. They see a client relationship that belongs to the vendors, not the firm. The multiple goes down. The earnout gets longer. The founder walks away with less than they built.
The firms commanding 12x are different. Their clients open one app. One login. The firm's name, the firm's brand — every time.
The math is striking. We built a calculator so you can run it for your own firm — your AUM, your margins, your current platform score — and see your own valuation delta.
Free. Takes three minutes. Link below.
Institutional buyers aren't just buying AUM anymore. They're looking under the hood. When a firm's clients have to navigate three separate vendor portals — each with a different login, each branded for someone else — buyers see fragmentation. They see a client relationship that belongs to the vendors, not the firm. The multiple goes down. The earnout gets longer. The founder walks away with less than they built.
The firms commanding 12x are different. Their clients open one app. One login. The firm's name, the firm's brand — every time.
The math is striking. We built a calculator so you can run it for your own firm — your AUM, your margins, your current platform score — and see your own valuation delta.
Free. Takes three minutes. Link below.
Your EBITDA multiple is already being set. Run the math.
fynancial-experience.com/valuation-elasticity
83
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Two RIAs. Identical AUM. One sells at 8x EBITDA. One sells at 12x+. The difference isn't performance — it's infrastructure.
RIA valuation multiples are being quietly re-rated by one factor most founders aren't modeling: who controls what their clients actually see and experience.
When clients navigate a patchwork of vendor portals — each with a different login, each branded for someone else — institutional buyers price that fragmentation into the deal. The multiple goes down. The founder walks away with less than they built.
We built a calculator so you can see what that gap looks like for your firm specifically. Free. Three minutes. Link below.
RIA valuation multiples are being quietly re-rated by one factor most founders aren't modeling: who controls what their clients actually see and experience.
When clients navigate a patchwork of vendor portals — each with a different login, each branded for someone else — institutional buyers price that fragmentation into the deal. The multiple goes down. The founder walks away with less than they built.
We built a calculator so you can see what that gap looks like for your firm specifically. Free. Three minutes. Link below.
Your EBITDA multiple is already being set. Run the math.
fynancial-experience.com/valuation-elasticity
61
14 comments · 5 reposts
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Ad 04 — The Number
Single execution · Cold or Warm · Calculator
Cold / Warm
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Most RIA founders don't know how much their fragmented tech stack is suppressing their exit multiple. This calculator shows you in three minutes.
… more
Put in your AUM, your margins, and score your firm's current platform across a handful of levers. In three minutes you'll see your current valuation, your potential valuation as a tech-enabled platform, and the delta between them.
The gap is almost always striking.
RIA valuation multiples aren't just a function of AUM or revenue growth anymore. Institutional buyers are pricing the quality of your client infrastructure into every deal — and most founders have no idea where they stand.
We built the calculator that changes that.
No cost. No forms. No gatekeeping. Link below.
The gap is almost always striking.
RIA valuation multiples aren't just a function of AUM or revenue growth anymore. Institutional buyers are pricing the quality of your client infrastructure into every deal — and most founders have no idea where they stand.
We built the calculator that changes that.
No cost. No forms. No gatekeeping. Link below.
Your tech stack is building your EBITDA multiple — or killing it.
fynancial-experience.com/valuation-elasticity
104
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Ad 05 — The Bragging Clients
Single execution · Warm · Mid-Market Case Study
Warm
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A $1.5B RIA stopped sending blast emails. They switched to push notifications inside their branded client app — and 50-60% of clients are now seeing and engaging within hours. Their CEO will tell you exactly how.
… more
Before Fynancial, Mike Maisel says his firm was communicating with clients the old fashioned way. Blast emails that looked like blast emails. A lot of people slipping through the cracks.
That's not the case anymore.
Today 50-60% of Legacy Financial's clients see firm communications within hours. Better yet, the firm is seeing more organic growth — because their clients are proud enough to show the app to their friends and family.
The full story is in the case study. Link below.
That's not the case anymore.
Today 50-60% of Legacy Financial's clients see firm communications within hours. Better yet, the firm is seeing more organic growth — because their clients are proud enough to show the app to their friends and family.
The full story is in the case study. Link below.
When clients brag about their RIA, referrals follow.
fynancial-experience.com/fynancial-mid-market-case
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Ad 06 — The Wizard
Single execution · Cold or Warm · App Builder
Cold / Warm
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Most RIA founders have never seen what their firm looks like as a mobile app. We built a tool that does exactly that in 60 seconds.
Your firm name + your branding assets = A real prototype of your firm's app.
No gatekeeping, no requirements to view the app.
Link below.
Your firm name + your branding assets = A real prototype of your firm's app.
No gatekeeping, no requirements to view the app.
Link below.
See what your RIA looks like on a client's phone.
fynancial-experience.com
89
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Ad 07 — The Gap
A/B test · Retargeting · Audit · Same creative, different copy length
A — Long
B — Short
···
89% of clients say they'd switch financial institutions for a better digital experience. If yours still requires multiple logins and password resets, that number should worry you.
… more
RIA enterprise value starts with the client experience — most RIA founders already know this. The harder question is what to do about it.
They know their clients are navigating portals that don't feel like their firm. They know their advisors are spending time on things the infrastructure should be handling. They know there's a version of this that's better — they just haven't seen what that looks like for their specific firm, at their specific scale, with their specific tech stack.
That's the only thing the Experience Alpha Audit is designed to do.
Thirty minutes. We look at your architecture — where the friction actually lives, what it's costing in advisor hours, client engagement, and enterprise value positioning — and you leave with a clear picture of where the gap is and what closing it would move.
Link below.
They know their clients are navigating portals that don't feel like their firm. They know their advisors are spending time on things the infrastructure should be handling. They know there's a version of this that's better — they just haven't seen what that looks like for their specific firm, at their specific scale, with their specific tech stack.
That's the only thing the Experience Alpha Audit is designed to do.
Thirty minutes. We look at your architecture — where the friction actually lives, what it's costing in advisor hours, client engagement, and enterprise value positioning — and you leave with a clear picture of where the gap is and what closing it would move.
Link below.
You know your RIA has a gap. Now find out where it lives.
fynancial-experience.com/experience-alpha-audit
44
16 comments · 5 reposts
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89% of clients say they'd switch financial institutions for a better digital experience. If yours still requires multiple logins and password resets, that number should worry you.
RIA enterprise value starts with the client experience — most RIA founders already know this. The harder question is what to do about it.
That's the only thing the Experience Alpha Audit is built to do. Thirty minutes. We look at your architecture, where the friction lives, what it's costing, and what closing the gap would actually move for a firm at your scale.
Link below.
RIA enterprise value starts with the client experience — most RIA founders already know this. The harder question is what to do about it.
That's the only thing the Experience Alpha Audit is built to do. Thirty minutes. We look at your architecture, where the friction lives, what it's costing, and what closing the gap would actually move for a firm at your scale.
Link below.
You know your RIA has a gap. Now find out where it lives.
fynancial-experience.com/experience-alpha-audit
37
11 comments · 3 reposts
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