investPLY tracks investment consulting and OCIO firms by reported assets under advisement, and pairs that directory with structured RFP distribution for pension boards, endowments, and other institutional allocators.
57
Consulting firms tracked
4
Tiers, by reported AUA
$47.5T
Combined tracked AUA
Screen consulting firms on reported assets under advisement, service model, and client focus — then build and distribute an RFP, and track every response in one place.
Claim your firm's profile to keep its details current and receive RFP invitations directly, instead of through forwarded email. An administrator reviews every claim before it takes effect.
Screen U.S. institutional investment consulting firms by tier, service model, specialty, and reported AUA — no account required.
Draft a structured request for proposal, with AI-assisted section drafting from the inputs you provide.
Send your RFP to the firms you choose and follow responses through a single dashboard.