Empowering Growth Through Innovation: The Alaris Acquisitions Platform

Client

Alaris Acquistions

Services

Web App Development

Industry

Finance

How a Custom Web Application Opened New Avenues for Engagement and Lead Generation in Wealth Management

Technology

Webflow

Wized

Xano

Loops

Hubspot

MixPanel

A mobile phone and a tablet displaying Savant Wealth Management's financial overview, showing AUM growth chart and company details including AUM, fee model, capital source, custodians, and company description.

About Alaris

The Alaris Mission

Alaris Acquisitions supports wealth management firms across the United States, facilitating partnerships primarily through acquisitions. Their goal is to be the industry’s trusted resource, achieved through continuous innovation and meaningful support.

The Challenge

Alaris possesses a wealth of data on buyers and deep industry insights. However, until now, they’ve been able to share this value only with clients actively engaged in their services. This limitation raised a crucial question: how can Alaris connect with prospects who aren’t yet ready for the acquisition process? In short, how can they reach top-of-funnel leads?

Two smartphones showing a business app interface with leadership interview quote, company videos, video overview, and data room file downloads.

Tablet screen showing Alaris platform with options to explore buyers, schedule a 30-minute intro, and use a valuation comparison tool with buyer bar charts.

The Solution

developed

innovative,

user-friendly

web application

that’s

free

access.

The

platform

allows

users

identify

potential

buyers

that

match

their

criteria

through

advanced filters

calculate

their

company

valuation,

and

access

comprehensive

M&A

knowledge center

The Impact

By lowering the barrier to entry, the web app became a powerful lead generation tool. Publishing educational, industry-specific content increased organic traffic, establishing Alaris as an authority in M&A and driving SEO performance. This approach engaged firms previously uncertain about acquisition, sparking new interest and conversions as they recognized Alaris’ value in guiding their growth.

Multiple digital devices displaying Alaris platform user interfaces with tools for exploring buyers, valuation comparisons, video overviews, and net asset metrics.

Services

Discovery & Strategy

Webflow Development

Wized Development

Xano Development

Deliverables

User Authentication

Advanced Tracking

Interactive Map

Data Visualisation

Gated Content

CMS Management

Valuation Calculator

We collaborated on this project with Dops Digital Agency, that produced the fantastic design.

Two step sign up process for increased conversions - powered by StudioForm.

Account creation form with fields for full name, company name, company website, number of employees, CRD code, and optional phone number, plus a create account button.

Alaris account creation page with email and password fields, continue button, and options to sign in with Google or Facebook.

Interactive map

An interactive map that’s easily updatable via Webflow’s CMS, achieved using mapbox.io

Map of the United States showing blue dots indicating locations of financial firms LPL Financial headquartered in San Diego, CA and Fort Mill, SC, and Cerity Partners headquartered in New York, NY.

Front view of a smartphone with a blank black screen and a slim metallic frame.

Outline illustration of a human body showing major internal organs including brain, lungs, heart, stomach, liver, pancreas, intestines, and kidneys.

Custom filters

Interactive live filters to help sellers find buyers that match their criteria.

Understanding Users at a Deeper Level

Alaris aimed to gain a more comprehensive understanding of users and their firms. Recognizing that a lengthy onboarding process could deter sign-ups, we proposed a two-step approach: an initial onboarding followed by an optional, more detailed “business profile” form. This additional profile form allows users to receive a more accurate valuation estimate, encouraging them to share relevant business details without overwhelming the initial experience.

Alaris online form asking for Recurring and Non-Recurring Revenue with input fields and a Next button.

M&A Knowledge Center

An SEO optimised knowledge centre with the ability for users to add articles to their reading list.

Alaris website showing a menu, search bar, and latest posts about business topics with abstract blue and white imagery.