From Wealth Manager to Strategic Advisor
Hyperion helps RIAs deepen relationships with business-owner clients by bringing clarity to their largest, most complex asset—their company.
Traditional financial planning tools weren't built to evaluate private businesses. But for many of your clients, the business is the plan: the source of income, liquidity, and legacy.
Hyperion gives you a real-time view into company valuation, performance, and benchmarking—so you can:
- Help business owners understand what their company is worth—and why
- Identify planning opportunities tied to timing, growth, and exit readiness
- Incorporate business value into holistic wealth and retirement strategies
- Facilitate smarter decisions around capital structure, taxes, and succession
- Move from portfolio manager to long-term business advisor
With Hyperion, you become indispensable to your business-owner clients—well before the liquidity event.
Modern Advice Starts with the Whole Picture
High-net-worth clients are no longer coming to you for just public market strategies or rebalanced portfolios. They're founders, business owners, LPs, and strategic investors—with much of their net worth tied up in private assets that most platforms can't quantify.
Hyperion gives you that visibility—bringing structure, clarity, and real-time insight to the part of the portfolio that matters most. When you understand the value, risk, and trajectory of your client's private holdings, everything you do for them gets better:
- Asset allocation
- Portfolio design
- Tax and estate strategy
- Succession and retirement planning
This isn't just a new feature. It's a new foundation.
Embedded Private Company Intelligence for RIAs
Real-time data. Actionable insights. Seamless conversations.
- Direct integrations with client-authorized accounting systems like QuickBooks, Sage and Xero
- Automated valuations based on real operating performance and market comps
- Industry benchmarks from 450,000+ private businesses
- Insight summaries designed to support tax, estate, and liquidity planning
- Advisor-facing dashboards to track performance and flag planning windows
Hyperion empowers RIAs to advise more holistically, serve more meaningfully, and grow through deeper, multi-dimensional relationships with business owners.
Built on Data No One Else Has.
Designed for Decisions No One Else Can Make.
Transform your advisory practice with real-time private company intelligence—and become indispensable to business-owner clients well before their liquidity event.
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