Your clients trust you
with everything that matters.Tidal makes sure you never let them down.
Every client conversation builds intelligence. Every response drafted, compliance-checked, and ready for your approval — in under 30 seconds.
Built by a practicing advisor. Running on real client data. Live now.
The cost of doing it the old way.
From missed follow-ups and dropped opportunities — captured in studies of independent RIA practices.
Drafting, looking up context, checking history — before writing a single word of actual advice.
Identified in client meetings, then lost — not because advisors don't care, but because there's no system.
Your conversations contain everything you need to grow. You just don't have time to extract it. Until now.
Every conversation builds the file.
Tidal ingests everything — not just what you upload, but everything your clients say across every channel. Context doesn't get lost. It compounds.
Every new source of context makes Tidal more precise — faster to draft, harder to surprise.
Message to sent.
Under 30 seconds.
Your only job: say yes.
loaded
Waiting for client message...
It knows every client.
Upload a meeting note, a tax return, a financial plan. Tidal extracts every detail and builds an intelligence file that deepens with every interaction.
It drafts like you.
Texts, emails, memos — written in your voice, calibrated to each client. Reviews their actual tax situation before suggesting contributions. Review, edit, send.
It finds the money.
Outside assets. Roth windows. Insurance gaps. Estate planning needs. Tidal detects what you'd catch if you had infinite time — framed through the client's own goals.
The industry has been doing
compliance wrong.
Archive. Monitor. Flag. Remediate. That's the model that's been accepted as normal. It means you find out about compliance issues after they're already a problem.
By the time compliance reviews the message, it's been in your client's inbox for days. The risk exposure has already happened.
Compliance doesn't review what your advisors sent. It approves what they're about to send — before a single risk is incurred.
A shield before it happens.
Tidal enforces your firm's communication policies automatically — checking suitability, disclosure language, and tone on every draft before you see it. You don't review for compliance. You approve communications that are already clean.
Tidal doesn't just serve your clients.
It grows your practice.
The best advisors are great at relationships, not systems. Tidal is the system.
You're the hero.
Tidal is the backstory.
Every perfectly-timed follow-up, every callback to something a client mentioned six months ago, every communication that lands exactly right — your clients see an advisor who is completely, effortlessly dialed in.
Referrals at the peak of positivity
Tidal reads sentiment across every interaction. When a client hits a milestone or comes off a great meeting, that's when it triggers the ask — at the exact moment they're most inclined to say yes.
Wallet share as a service
Every outside asset that comes up in conversation gets tracked. When timing aligns, Tidal frames it as advice, not a pitch.
Firm initiatives that run themselves
Set the goal once. Tidal embeds each initiative into relevant interactions automatically, at exactly the moment it's most likely to land.
Every day, it gets
better at being you.
Tidal knows your clients and drafts solid communications fast.
Drafts rarely need edits. Opportunities surface before you think to look.
Clients ask how you always know exactly what they need. You smile.
Not another CRM.
A brain for your practice.
Hard numbers from tax returns, statements, and documents. Used with full confidence.
Behavioral signals from meetings. Used to shape tone and approach — never stated as fact.
Patterns detected across interactions. Communication preferences, decision style, trust signals.
It knows what it knows. It knows what it doesn't. Your clients feel the difference.
Your clients' data deserves better
than a spreadsheet.
Tidal is built for the advisor who takes compliance seriously.
AES-256 at rest, TLS 1.3 in transit. Your data is encrypted at every layer.
Every firm gets its own dedicated database instance. Zero shared infrastructure between clients.
Social Security Numbers are never stored in full. Only the last 4 digits are retained.
TOTP-based MFA required for every user. Device trust with 30-day session management.
Built on Supabase and Vercel, both with active SOC 2 Type II certifications.
Your client data is never used to train AI models. Zero data retention by our AI providers.
Vendor due diligence documentation available on request. security@riawave.com
Built by an advisor.
For advisors.
I built Tidal because I was drowning in the same work you are.
Client emails piling up. Meeting notes going stale. Opportunities hiding in conversations I didn't have time to mine.
Tidal runs on my real clients today. It drafts their emails, tracks their opportunities, and helps me show up as the advisor they deserve — the one who never forgets and always has the right answer ready.
I'm not selling you software. I'm sharing the system that changed my practice.
It knows what it knows, knows what it doesn't, and never bluffs. That's what makes it trustworthy.
Join the waitlist.
Get early access.
Join 2 advisors already on the waitlist.