An open directory of U.S. institutional investment consulting firms, with tooling to run your search.

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.

How it works

1. 01

   Browse the open directory

   Screen U.S. institutional investment consulting firms by tier, service model, specialty, and reported AUA — no account required.

2. 02

   Build your RFP

   Draft a structured request for proposal, with AI-assisted section drafting from the inputs you provide.

3. 03

   Distribute and track responses

   Send your RFP to the firms you choose and follow responses through a single dashboard.