Connects with the systems your firm already uses
Your home base for growth intelligence.
Most RIA tech treats your firm like a portfolio. We treat it like a growing practice. Prospects, pipeline, advisors, clients, and the signals between them. Four hubs, one Card, one calm answerable place to read your firm.
Connects to your stack. Doesn't replace it.
We're here to answer your questions.
What is Spontivly?
Spontivly is the data layer founder-led RIAs use to run their firms. One source of truth across growth, reporting, compliance, and marketing, pulling from the systems you already trust. Your data lands where you need it, and you finally get straight answers to the simple questions about your own practice.
Will it work with the tools we already use?
Yes. Spontivly ships with 120+ integrations and reads from your CRM, calendar, email, and the rest of your stack first. You don't learn a new interface or rebuild your workflows. The technology adapts to how your firm already works, not the other way around.
Do we need a data person on staff to run it?
No. That's the whole point. We built Spontivly so any team uses it without hiring a data engineer or touching a spreadsheet. If you can read a dashboard, you're already qualified.
How does Spontivly keep our data secure and our firm compliant?
Compliance isn't a bolt-on. It's one of the four hubs. Spontivly keeps a clean audit trail across your systems and puts the records your CCO needs in one place, so review stops meaning a frantic hunt through nine tools. For firms that want their own AI model inside their own perimeter, we deploy it there. Your data stays yours.
Your data's ready. Find the plan that fits.
See which plan meets you where you already work.