Diledge helps Wealth Management acquirers analyze financials, AUM and revenue quality to flag risks early — faster, more consistently, and more deeply with AI.
Request a DemoBuyers need to understand recurring revenue quality, AUM trends, fee yield, client concentration, advisor-level dynamics, and retention risk. Standard diligence frameworks don't surface these — purpose-built workflows do.
Eight analysis areas designed specifically for Wealth Management and RIA acquisitions.
Track AUM movement by period. Separates organic growth from market appreciation — critical for defending projections at closing.
Distinguish true organic net flows from acquired or transferred AUM. Identifies sustainable growth versus one-time events.
Advisor-level AUM concentration and departure scenario modeling. Quantifies AUM at risk — directly informs earnout and retention structures.
Client-level AUM concentration, tenure cohort analysis, and retention patterns. Distinguishes sticky from transactional AUM.
Current AUM and fee tier waterfall to a defensible run-rate revenue figure. Accounts for fee schedule breakpoints and AUM mix shifts.
Revenue attribution across dimensions — household, advisor, account type. Surfaces dependencies and concentration before they become post-close surprises.
Tie actual client billings back to fee schedules and contracts. Identifies overbillings, underbillings, and fee schedule drift.
Non-recurring items, compensation normalization, and EBITDA adjustments — structured to support IC presentations and lender packages.