Our Services
Draft — this page is a working proposal. Its wording has not been approved and is pending review by investPLY and its securities counsel.
investPLY is a platform, not an advisory firm. What follows is what the platform does.
- The open directory
- Every active U.S. institutional investment consulting firm we track, filterable by service model, client focus, geography, and reported assets under advisement. Open to everyone — no account required, no paywall, and no placement for payment.
- RFP tooling
- Draft a request for proposal section by section, with optional AI assistance that writes from the inputs you provide and nothing else. Choose which firms to invite using filters you set. Publishing and distributing are separate, deliberate steps.
- Response management
- Invited firms respond in a structured format, so answers arrive comparable instead of as attachments in different shapes. Track who viewed, who declined, and who responded from a single view.
- Firm profiles
- Consulting firms claim their listing, keep their details current, and receive RFP invitations directly. Every claim is reviewed by an administrator before it takes effect.
What we don't do
- We don't recommend consulting firms or tell you whom to hire.
- We don't rank firms by quality. Tiers reflect reported assets under advisement — size, not merit.
- We don't accept payment for placement, ordering, or visibility in the directory.
- We don't provide investment advice of any kind.
investPLY is a directory and document platform. We do not endorse any consulting firm, rank firms by quality, or recommend whom to hire, and nothing on this site is investment advice. [Placeholder — final wording pending securities counsel review.]