Start a search
We're onboarding pilot organizations now.
RFPFree is early. Rather than open the doors to everyone at once, we're partnering with a handful of institutions running a real investment advisor search — free, with hands-on help.
What to expect
A real search, not a demo
We are working with a small number of organizations running an actual advisor or OCIO search, so the tool is shaped by the way committees really work.
Free, with no catch
Organizations never pay — not now, not later. There is no upsell waiting at the end and no billing on your side to set up.
Hands-on support
During the pilot you get direct help drafting the RFP and running the process, so nothing about the search rides on unproven software.
Request access
Tell us a little about your organization and the search you’re considering. We’ll follow up to see whether the pilot is a fit.
- Helpful to include
- Organization type, approximate asset size, and your target timeline.
Prefer to look first? Read how it works.