WHO WE SERVE

Partnering With RIAs

EXPAND YOUR REACH

Private Deal Flow. Deep Diligence. Seamless Integration. Across Multiple Disciplines.

THE PROBLEM

You want to offer access to private markets, tax overlays, and legacy planning—but don’t have the in-house resources or time.

EXCLUSIVE ACCESS

We provide endowment-style diligence, curated private deal flow, and integrated tax/estate coordination—under your brand or behind the scenes

RESULTS

Clients stay with you longer, with more conviction—because you’ve elevated the service without complicating the relationship.

FROM OUR CIO

We’re not a platform. We’re a partner. And we operate in the background.

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WHY RIAs work with sundial

Curated Private Deal Flow

We bring you vetted private equity, credit, real estate, and fund opportunities—ready to present.

Flexible, Fractional, Embedded

Use Sundial as your outsourced partner, embedded advisor, or quiet resource—tailored to your workflow.

Holisitic and Integrated

Every decision is made in context—across tax, estate, liquidity, philanthropy, and legacy goals.

Enhance Value, Not Headcount

Expand your service offering without building costly internal teams or infrastructure.

BECOME A MEMBER FAMILY