AI and the Future of Organic Growth for RIAs

AI and the Future of Organic Growth for RIAs

Finny CEO Eden Ovadia joins The Resilient Advisor Podcast to share how AI, focus, and data-driven systems are helping RIAs scale valuation through operational excellence.

Organic Growth: The True Driver of RIA Value

For independent RIAs, organic growth is the heartbeat of firm valuation. Yet most firms still rely on referrals or market appreciation. As Finny CEO Eden Ovadia explains, “Everyone looks like a genius in a bull market.” True growth requires systems, not cycles.

At Titleist Asset Management, we share that belief. The firms that thrive over the next decade will be those that build disciplined, repeatable growth engines — not those who depend on momentum.

TAM360 and the Power of Systems Thinking

Finny’s platform demonstrates how data, automation, and precision targeting can create real leverage. By combining behavioral signals, AI scoring, and multi-channel outreach, Finny helps advisors identify ideal prospects and scale outreach without sacrificing authenticity.

This aligns directly with our TAM360 framework — the integrated platform that powers Titleist’s culture of operational excellence. Through smart systems and independence-first technology, Titleist advisors can focus on relationships, not manual marketing tasks.

The Focus Imperative

According to Ovadia, “Advisors who try to be everything to everyone end up resonating with no one.” Firms that define a specific audience and build tailored messaging outperform generalists every time. Titleist’s marketing support and content frameworks help advisors clarify their ideal client profile and communicate value with precision.

Preparing for Consolidation

Research from Morgan Stanley and Oliver Wyman predicts that 20% of wealth managers will be acquired by 2029. The differentiator? A scalable organic growth engine. Firms that can demonstrate consistent inflows from well-defined client segments will command premium valuations.

At Titleist, we’re building the playbook for that future — combining independence, culture, and technology into one growth platform.

The Takeaway

Sustainable growth doesn’t happen by chance. It’s built on clarity, consistency, and the intelligent use of data. The next generation of elite RIAs will be those who master both the art and the system of growth.

Advisors ready to build resilient, scalable firms should explore how Titleist Asset Management and the Titleist Advisor Network help them grow through operational excellence, technology, and true ownership.

👉 Learn more at JoinTitleist.com

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At Titleist, our TAM360 platform enables advisors to use an AI enabled, digital first, tightly integrated platform to serve their clients. Jump is just one of the tools that are part of our package.

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Titleist Asset Management, LLC (“TAM”) is registered with the SEC as an investment adviser. TAM’s affiliate, Titleist Capital, LLC (“Titleist Capital”), is registered with the Securities and Exchange Commission (“SEC”) as a Broker-Dealer and is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation. TAM does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services

​Titleist Advisor Network is affiliated with Titleist Asset Management, LLC and Titleist Capital, LLC. for advisor recruitment.