Portfolio intelligence, built for allocators.

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Every endowment, foundation, and family office should have access to institutional-quality analytics and full control over how they see their portfolio. The data is already yours. We give you the tools to make sense of it.

What we're building for you
Your portfolio, your way

Choose the exhibits, the time periods, the benchmarks. Customize how your data is presented — attribution breakdowns, risk profiles, stress scenarios, liquidity tiers. It's your portfolio, shown the way you want to see it.

An AI that actually connects

Not a chatbot that summarizes — an analyst that computes from your actual data. Ask it for Sharpe ratios, compare managers side by side, walk through how a number was calculated. It teaches as it answers, helping you understand the mechanics behind every metric.

Beyond the portfolio

Compare benchmarks, build custom weighted blends, look up any ETF or index, research manager stock holdings through 13F filings. It's not just a dashboard — it's a complete toolkit for how you think about your investments.

Affordable and accessible

Institutional-quality analytics shouldn't be reserved for the largest pools of capital. If you have the data, you should have the insights. We're making that possible.

Built by someone who has worked alongside the top allocators. We know the exhibits you want, the questions your investment committee asks, and the insights that actually move the needle. Rivara gives you the analytics and an AI agent to help you think through your portfolio — while teaching you what you're seeing along the way.

We're continuously building — new analytics, more customization, deeper AI capabilities. Your feedback shapes what comes next.

Get StartedSee How It Works
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