Drawingboard Capital | Helping Wealth Managers Launch & Scale in the US

Global RIA-as-a-Service

The end-to-end platform for building a global advisory business

Legal

Compliance

Launch & Scale Your RIA Effortlessly

We make it easy to get your U.S. RIA off the ground—with fast-track registration, built-in compliance workflows, and back-office support that scales with you. From Form ADV to billing and trade execution, everything runs smoothly behind the scenes so you can focus on building relationships and growing AUM.

Launch & Scale Your RIA Effortlessly

Portfolio

Alternatives

A Global Platform for Cross-Border Wealth Management

Serve diaspora clients with a unified platform that spans India, the U.S., and beyond. Manage global portfolios, offer multi-currency accounts, and deliver fully coordinated tax and compliance reporting. Whether it’s public equities, private alternatives, or SMAs, your clients experience seamless access and oversight—no matter where their wealth lives.

Platform

Seamless

Client Experience, Powered by Your Brand

Delight clients with a white-labeled digital suite built to reflect your firm’s identity. From CRM to performance reporting, dashboards to secure portals, every touchpoint is tailored for the modern, globally-minded investor. It's the kind of experience that deepens trust and keeps clients engaged across generations.

Helping Wealth Managers Launch & Scale in the US

Global RIA-as-a-Service

Global RIA-as-a-Service

The end-to-end platform for building a global advisory business

Launch & Scale Your RIA Effortlessly

Launch & Scale Your RIA Effortlessly

A Global Platform for Cross-Border Wealth Management

A Global Platform for Cross-Border Wealth Management

A Global Platform for Cross-Border Wealth Management

Client Experience, Powered by Your Brand

Venture Capital