OUR MISSION

Helping Independent RIAs Find Their Best Clients Before Anyone Else Does

We built ClientFinder to give independent wealth managers the same prospecting intelligence that large wirehouses spend millions to develop — so the best advisors win the relationship, not just the best-resourced ones.

Our Inspiration

After years in M&A and financial due diligence at the institutional level, we kept seeing the same story play out: business owners would sell their company — often the largest financial event of their lives — and end up with millions in investable assets and no trusted wealth advisor to help them manage it.

Meanwhile, independent RIAs — often the most qualified and most client-aligned advisors in the industry — were losing those relationships to wirehouses and large platforms that had the resources to identify and reach business owners months before a transaction closed.

The information advantage was the difference. Not expertise. Not fees. Not client service. Just timing — and knowing who to call before anyone else did. We built ClientFinder to give that advantage to the independent RIA.

Why We Built This

We founded ClientFinder because we believe independent RIAs are the best wealth managers in the industry — fiduciary, fee-only, and fully aligned with their clients. The problem isn't their quality. It's that they're finding business owner prospects too late, after another advisor has already built the relationship.

The typical RIA learns about a business sale after it closes — when the wealth has already moved to a competitor. ClientFinder flips that timeline. By detecting exit signals 12 to 24 months before a transaction, we give independent RIAs the runway to reach business owners early, build trust, and win the wealth management mandate.

Automated prospecting, deep prospect intelligence, and personalized client acquisition materials — all in one platform built specifically for the independent advisor.

WHAT WE'RE BUILDING

Our Goals

Level the Playing Field

Large wirehouses spend millions on data, prospecting teams, and business development infrastructure. We give independent RIAs the same prospecting intelligence at a price that makes sense for a boutique practice — so expertise and relationships win, not just resources.

Close the Timing Gap

The RIA who reaches a business owner 18 months before a sale wins the relationship. The one who calls after closing loses it. Our goal is to make early identification of pre-exit business owners the standard operating procedure for every independent RIA in America.

Win on Preparation, Not Just Reputation

An RIA who walks into a first meeting knowing the owner's exit timeline, estimated proceeds, and post-exit priorities wins that meeting. ClientFinder automates the prospect intelligence and client materials that make every first conversation feel like the tenth.

THE TEAM

Meet Our Founders

Ziye Lin

Ziye Lin

CEO & Strategy

Ziye brings over a decade of M&A and financial due diligence experience to ClientFinder. As a former Director in FTI Consulting's Technology, Media, and Telecom practice, he led engagements spanning due diligence analytics, M&A advisory, and post-merger integrations for both strategic buyers and private equity firms.

Having sat on the institutional side of hundreds of M&A transactions, Ziye saw firsthand how business owners arrived at closing with millions in proceeds and no wealth advisor prepared to manage it. ClientFinder is built to give independent RIAs the intelligence to reach those owners years before anyone else does.

Stevie Rhim

Stevie Rhim

Chief Business Officer

Stevie serves as Chief Business Officer, bringing deep expertise in product strategy and go-to-market execution from the high-tech sector. As a former Director of Product Management and Marketing, he led cross-functional teams to launch multiple full-stack hardware and software solutions from concept to commercial success.

Stevie's focus is making ClientFinder the tool independent RIAs actually want to use — intuitive, fast, and built around how advisors work. His mission is to make finding and winning pre-exit business owner clients as natural as any other part of an RIA's practice.