Trigger Alert: Aristotle Capital’s RIA Expansion
Aristotle Capital Management doubles down on RIA & institutional channels. Pitch your CRM and engagement analytics now to fuel your pipeline.
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🚀 Battle Card: Aristotle Capital Management, LLC
Quick trigger:
👤 Decision Maker in the News
- Emily Bivona, Vice President, Regional Director for the RIA | Bank Group · 🔗 LinkedIn
💡 Why It Matters
- Aristotle is doubling down on RIA & institutional channels by hiring top talent, flagging increased budgets for advisor-engagement tech. → Source
- This Aristotle Capital Management, LLC sales trigger is your cue to pitch distribution and CRM solutions now.
🎯 Core Pain Point
- Fragmented advisor engagement across RIA and bank networks slows growth
- High-touch, personalized service demands outpace current tech capabilities
💰 What to Pitch
- Primary: Advisor Relationship Management Platform → Streamlined RIA & bank advisor outreach, onboarding & tracking
- Expansion: Client Engagement Analytics → Data-driven personalization to scale high-touch service
🗺️ Quick Context
- HQ: Los Angeles, CA
- Employees: ≈ 300
- Rev: ≈ $200 M
- Website: aristotlecap.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Aristotle Capital Management, LLC’s business.
- Salesforce — CRM / Financial Services Cloud
- Unique edge: End-to-end integration with wealth-specific modules
- Evaluated by CIO & COO for enterprise-grade scalability
- Envestnet — RIA / Advisor Platform
- Unique edge: Holistic advisor network, portfolio aggregation
- Evaluated by VP Ops for advisor retention & onboarding
- Orion Advisor Tech — Portfolio Management & CRM
- Unique edge: Deep reporting, seamless custodial connectivity
- Evaluated by Director of Distribution for workflow efficiency
- Broadridge — Digital Engagement & CRM
- Unique edge: Advisor-client portal with compliance guardrails
- Evaluated by Head of Sales for compliance and personalization
- Tamarac — CRM & Trading/Rebalancing
- Unique edge: Real-time trading tools within advisor workflow
- Evaluated by Director of Finance for cost-effectiveness
✅ Do-Now Checklist
Connect with Emily Bivona on LinkedIn
Log this Aristotle Capital Management, LLC sales trigger in your CRM
Send first touch: pitch Advisor Relationship Management Platform
Schedule Day 3 follow-up to demo Client Engagement Analytics
Next Step
Leverage this Aristotle Capital Management, LLC sales trigger to power your pipeline every day.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑≈ TBD❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Emily
COMPANY = Aristotle Capital Management, LLC
DEPT = Distribution
SIZE = ≈10
BOTTLENECK = fragmented advisor engagement across RIA and bank networks
EVENT = Expansion of Distribution Team
DETAIL = Strategic Talent Hires in RIA and Institutional Channels
PAIN = Fragmented advisor engagement across RIA and bank networks
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250826565017&div=41152219
SIM_CO = Envestnet
WIN_METRIC = 30% faster advisor onboarding
NEXT_SIZE = 15
EMP_EST = ≈300
REV_EST = ≈$200M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈10-person Distribution
Emily—noticed your Distribution team is ≈10.
That’s when fragmented advisor engagement across RIA and bank networks slows growth.
We helped Envestnet fix this with ≈ TBD.
Result: 30% faster advisor onboarding.
Quick call?
PS—next bottleneck hits ≈15.
DM ≤45 words, TONE:
Saw your post about Strategic Talent Hires in RIA and Institutional Channels — Fragmented advisor engagement across RIA and bank networks.
≈ TBD. ≈ TBD.
Quick chat?