For writers covering the wealth-tech stack.
Rivalta is the multi-domain reasoning engine for HNW financial professionals. The methodology and the validation cohort are the story. The engine is the proof.
Writers can review Rivalta’s published comparison material, product status, and stated limits.
Contact Rivalta for current information relevant to a specific editorial inquiry.
Rivalta is software licensed by independent professionals serving clients typically at $5M+ in net worth. The engine reasons across wealth, tax, estate, insurance, business, and real-estate against one entity graph, adversarially challenges its own recommendations, and produces a sequenced set of actions with citations and the alternatives it rejected. Eleven patent-pending claims cover the cognitive layers and the orchestration tier.
“Rivalta surfaces high-net-worth exposure that does not appear in clients’ existing plans. Methodology and current coverage figures available on request.”
- Rivalta is software, not captive to anyone’s platform. Pros keep their license, their clients, and their brand.
- The engine produces decisions, not summaries. Output includes dependency order, rejected alternatives, and citations.
- The platform is patent-pending across eleven claims spanning cognitive reasoning and cross-vertical orchestration. Patent pending describes the status of the claims; grant is not guaranteed and depends on USPTO examiner review. Rivalta makes no claim of an issued patent.
- The professional keeps the connection between the household and the real person in their own records. Rivalta’s current security and privacy information is published at rivalta.co/security.
- Rivalta serves independent professional personas as native first-class users: CPAs including PFS holders, estate attorneys, fee-only planners and CFPs, insurance brokers, and real-estate professionals — with multi-family offices coordinating several at once.
- Send a press release on launch. Pitch direct, or do not pitch.
- Lead with implementation technique instead of the professional outcome.
- Comment on competitors by name on the record beyond the captive-versus-independent distinction.
- Disclose individual customer or partner identities without consent.
- Bryan Anaya, Founder — [email protected]
The methodology is the angle; the output is the story. Each comparison takes a real household a single-domain tool already ran and shows what the cross-domain layer surfaces on the same inputs — the conflicts, the rejected alternatives, the time-bound triggers. That is the on-the-record evidence behind every claim on this page.
Press contact: [email protected]