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Wealth Utilities

ValuSource

Business valuation software and data for financial advisors.

"ValuSource provides business valuation software and data for financial professionals. It offers tools for performing accurate and defensible valuations, supporting strategic planning and transaction advisory services. RIAs use ValuSource to enhance their advisory capabilities and provide clients with informed business valuation insights."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #345 in Wealth Utilities
Validated Adoption
7 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Multiple valuation methods and approaches
Extensive data on private company transactions
Customizable report templates
Discounted cash flow (DCF) analysis
Guideline public company data

Primary Use Cases

Business succession planning
Estate planning
Mergers and acquisitions advisory

Agentic Intelligence Briefing

"ValuSource offers business valuation tools and data to help financial advisors accurately assess the value of private companies."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive business valuation tools
Extensive data and resources
Established reputation in the industry

Adoption Hazards

Potentially complex for smaller RIAs with limited valuation expertise
Pricing can be a barrier for some
May require specialized training to fully utilize

Stack Compatibility Profile

How ValuSource integrates into institutional RIA stacks.

7 Firms Analyzed
Riskalyze Online
86%
Stack Correlation
ROL
71%
Stack Correlation
NDEX
57%
Stack Correlation
Nitrogen Wealth
57%
Stack Correlation
Elements Financial Planning
43%
Stack Correlation
Bill.com
43%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs, financial planners, and valuation professionals
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1BizEquity
2Pratt's Stats

Value Proposition

"For RIAs serving business owners, ValuSource provides robust and respected business valuation tools to inform critical financial planning decisions."

Vendor Dossier

ValuSource logoV
ValuSource
valusource.com
Corporate Portal

Audit Your RIA Stack

See how ValuSource fits into your overall tech efficiency score.

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