Our Mission

Our mission is to simplify referral growth for RIAs. Catalyst gives you the tools to deepen client relationships, strengthen COI connections, and drive referrals without sacrificing your time so you can turn everyday touchpoints into meaningful conversations that lead to growth.

Our philosophy

Clients come first

Every decision we make is centered around enhancing your experience as a client. Whether it’s introducing new services or delivering top-tier support, everything we do is designed with you in mind.

Simplicity drives everything

We respect your time and know you have a lot on your plate, so we make things easy. From our communication style to the way our platform functions, every aspect is built to streamline how you engage with clients.

Leveraging technology for progress

The financial services industry has been slow to evolve – we are changing that. By embracing modern technology, we bring innovative solutions that move the industry forward.

As a RIA, your goal is clear: build strong relationships that naturally lead to referrals. But turning that into a system is where most advisors get stuck.

That’s where Catalyst comes in. We give you compliance-reviewed insights to deepen trust and spark the kinds of conversations that turn clients into referral advocates.

Over time, it becomes second nature. A system that runs quietly in the background, driven by the clients who know and trust you most.
David Franklin, Founder & CEO of Catalyst Writing

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