Sleeve | Research Investment Managers
Agents for Researching Investment Managers at scale
10 followers
Agents for Researching Investment Managers at scale
10 followers
Search 50,000+ SEC-registered investment advisors. Explore rankings by AUM and headcount, track the fastest-growing RIAs, and ask AI questions about any firm.
how fresh is the data here, especially the AUM numbers and headcount? would love to know if it updates after each new SEC filing or on a set schedule
@mesut352886 Thanks for taking a look! The data is updated on the second day of each month, with historical data going back to around 2000. We're also able to derive proprietary metrics using LLMs. For example, "estimated revenue" isn't publicly available, but we're able to estimate it from the underlying data. Our approach is to start with reliable source data and build proprietary insights on top of it. I'm curious, what metrics are you most interested in?
Looked up a few RIAs I work with and the AUM rankings lined up exactly with what I expected, which is a good sign. The AI firm summaries are surprisingly useful for a quick read before calls.
@kaan_uzune6287 That's great to hear! I'm curious, what other metrics or insights would be helpful to have before client calls? We'd love to keep expanding what we surface.