RIA Advisory

What RIA Advisory does

RIA Advisory is a Coral Gables, Florida-headquartered business and technology advisory firm founded in late 2016 that specializes in implementing Oracle Revenue Management and Billing (ORMB), Oracle Utilities (CC&B, C2M, MDM), and Oracle Fusion ERP for large and mid-size enterprises. The firm operates as an Oracle Gold Partner, co-development partner, and authorized Oracle reseller, and has been instrumental in the development of the ORMB platform itself. Its service portfolio spans advisory, implementation, managed services, and proprietary accelerators, with revenue derived primarily from professional services engagements, recurring managed services contracts (RIAlize™ Support), productized IP subscriptions, and Oracle licensing/reseller commissions.

The company serves Financial Services, Healthcare and Insurance, Utilities, and Public Sector/Tax verticals, with named enterprise clients including Northern Trust, CoreLogic, Pilot Catastrophe, Judo Bank, and Eswatini Revenue Service. The May 2023 merger with TMG Consulting added 30 years of utilities domain expertise and approximately 200 additional professionals, pushing the combined workforce to 700+ at the time of the merger and to over 1,000 by 2026 across eight countries (US, UK, Canada, India, Philippines, Australia, Mexico, and South Africa). The proprietary IP stack—RIAlize™ Support, RIA SORT (Build-Operate-Transfer offshoring), Data Migration and Integration Hub, AI-powered Test Automation, Document Fulfilment, Customer Self Service, Data Analytics Platform, and TaxEase™—is layered on top of Oracle platforms to accelerate implementations and create recurring revenue.

RIA Advisory is majority-owned by founder and CEO Saket Pabby and is backed by Avance Investment Management following a strategic private equity investment in August 2022. The firm holds SOC 2 Type II, ISO 27001:2013, ISO 9001:2015, HITRUST r2, Great Place to Work® (India, 4 consecutive years), and US Federal Contract verified vendor certifications. Its business model is enterprise field sales-led with Oracle ecosystem channel leverage, project-based and retainer engagement structures, and a delivery model that combines onshore, near-shore, and offshore (primarily India-based) resources.

Name

RIA Advisory

Legal name

RIA Advisory LLC

Website

https://riaadvisory.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

501–1,000 employees

Short description

RIA Advisory is an Oracle Gold Partner and business and technology advisory firm specializing in Oracle Revenue Management and Billing, Utilities, and ERP implementations for large enterprises in Financial Services, Healthcare, Utilities, and Public Sector verticals across eight countries.

Ownership category

akta.pro rank

Headquarters

HQ city

Coral Gables

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Technology Implementation & Consulting: Implementing Oracle Revenue Management Solutions (ORMB, CC&B, C2M, Oracle MDM, Oracle Fusion) for enterprise clients. Revenue derived from professional services engagements spanning requirements analysis, configuration, development, testing, go-live, and post-production support.
2. Business Process Advisory: Advisory services for revenue management processes including billing, receivables, payables, pricing, settlement and collection, and rating/pricing optimization.
3. Managed Services & Support: Ongoing IT support and managed services for revenue management systems using RIA's unique framework including RIAlize™ Support. Recurring revenue from long-term support contracts.
4. Offshore IT Outsourcing (RIA SORT): Build-Operate-Transfer (BOT) model for establishing offshore IT entities, providing staffing and outsourcing services.
5. Proprietary IP Products: Sale of proprietary products including Data Migration and Integration Hub, Test Automation, Document Fulfilment, Customer Self Service, and Data Analytics Platform.
6. Oracle Reseller: Authorized Oracle reseller earning commissions and licensing revenue from Oracle platform sales.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels10 records

Core offering

RIA Advisory is a business and technology advisory firm that implements Oracle Revenue Management and Billing (ORMB), Oracle Customer Care & Billing (CC&B), and Oracle Utilities MDM/C2M solutions for large enterprises, while selling its own proprietary accelerators (Data Migration Hub, Test Automation, Customer Self Service, TaxEase™) and delivering managed support (RIAlize™, RIA SORT). As an Oracle Gold Partner and authorized Oracle reseller, the firm bundles advisory, implementation, integration, and ongoing managed services around revenue lifecycle transformation for Financial Services, Healthcare/Insurance, Utilities, and Public Sector/Tax clients.

Product overview

RIA Advisory offers a comprehensive suite of revenue management solutions built on scalable Oracle platforms, combining proprietary IP with deep domain expertise. The core offering centers on Oracle Revenue Management and Billing (ORMB), Oracle Customer Care & Billing (CC&B), and Oracle Utilities MDM/C2M implementations. This is complemented by a portfolio of proprietary products and accelerators including Data Migration and Integration Hub, Data Analytics Platform, Test Automation, Document Fulfilment, and Customer Self Service portal. The company also provides consulting services (Revenue Management Advisory, Business Process Outsourcing) and support offerings (RIAlize Support, RIA SORT offshoring model). Together, these solutions span the complete revenue lifecycle from pricing and billing through collections, reconciliation, and customer engagement.

Differentiator

Problem solved

Functional benefit

Products and services

• Oracle Revenue Management and Billing (ORMB) Implementation End-to-end implementation service for Oracle Revenue Management and Billing (ORMB), delivered as Oracle Gold Partners, fitting the solution to business best-practices to achieve revenue goals, process optimization, and operating cost reduction. Targeted at enterprises in financial services, healthcare, utilities, and public sector.
• Oracle Customer Care & Billing (CC&B) Implementation

Quantifiable outcome

• Judo Bank regression testing reduced from 3 days to 2 hours covering 250 test scenarios
• +4 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature10 records

Partnerships

Four partnerships are on record, tiered notable, core and minor.

• C2D ServicesnotableImplementation/ SI/ Consulting Partner · 10 September 2025Partnered with RIA Advisory in the Eswatini Revenue Service (ERS) project to design and implement Oracle Revenue Management and Billing solutions on Oracle Cloud Infrastructure (OCI), marking the first-ever public sector ORMB deployment.
• TMG ConsultingcoreStrategic or Co-development Partner · 1 May 2023TMG Consulting, a top advisory and professional services firm to the utilities market, merged with RIA Advisory in May 2023. TMG brings deep experience across CIS, Metering, Asset Management, Work Management, Resource Planning, and ERP environments, with over 30 years of utilities expertise. The merger created a combined company with over 700 professionals serving financial services, healthcare payers, utilities, and public sector markets.
• 14Trees FoundationminorOthers · 25 March 2022Charitable organization dedicated to building sustainable, carbon-footprint-neutral eco-systems through re-forestation. RIA Advisory conducted a tree plantation drive and donated over 200+ plants to support environmental sustainability efforts.
• Oracle CorporationcoreImplementation/ SI/ Consulting PartnerOracle Gold Partner, co-development partner, and authorized Oracle reseller. RIA implements Oracle Revenue Management Solutions (ORMB, CC&B, C2M, Oracle MDM, Oracle Fusion) for enterprise clients. The company has been instrumental in developing ORMB solutions and has deep expertise across multiple Oracle platforms.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Tata Consultancy Services (TCS): Indian-origin global IT services giant with extensive Oracle practice. Competes with RIA across Oracle revenue management, ERP, and digital transformation projects across multiple verticals.
• KPMG: Big-4 advisory firm providing Oracle consulting and managed services with strong financial services and public sector presence. Competes with RIA on transformation advisory and revenue management implementations.
• Accenture: One of the largest Oracle SI partners globally with a dedicated Oracle Business Group. Competes with RIA on enterprise revenue management and finance transformation programs for large banks, insurers, and utilities.
• Wipro: Global IT services firm with Oracle E-Business Suite and industry-specific revenue management offerings. Competes with RIA for large Oracle transformation engagements, especially in BFSI and utilities.
• Deloitte: Big-4 consulting firm with Oracle alliance and deep revenue management expertise in banking and insurance. Named alongside RIA in joint thought-leadership webinars, confirming direct overlap in target accounts.
• Capgemini: Global consulting and Oracle services firm with strong financial services and utilities practices. Overlaps directly with RIA in revenue management transformation programs for tier-1 European and North American clients.
• Infosys: Global IT services and Oracle consulting partner with extensive revenue management and ERP implementation practice. Broad incumbent serving the same Fortune 500/FS/healthcare clients as RIA, with much larger scale.
• Cognizant: Major Oracle consulting and IT services partner serving banking, healthcare, and utilities. Competes with RIA on revenue management, billing, and digital transformation engagements with similar onshore/offshore delivery model.

Direct peers

• Datavail: Oracle-focused database, applications, and managed services firm serving similar enterprise clients. Comparable specialist Oracle SI offering implementation plus ongoing support similar to RIA's RIAlize.
• Avaap: Specialist Oracle E-Business Suite and industry solutions implementation partner serving utilities and financial services. Closest pure-play Oracle specialist comparable to RIA in size, focus, and delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/riaadvisory
• Facebookfacebook.com/RIAAdvisoryLLC
• LinkedInlinkedin.com/company/riaadvisory

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RIA Advisory