Acquire trust
Partner with owners whose client relationships and domain knowledge are difficult to replicate.
A Seren venture · 2026
The quiet work behind wealth, rebuilt.
Drystone acquires fragmented RIA back-office firms and modernizes their operating layer — improving margins, founder outcomes, and the continuity of client relationships.
Why Drystone
Infrastructure is the next source of alpha.
The independent wealth ecosystem is full of valuable relationships supported by manual reconciliation, reporting, onboarding, compliance, and portfolio operations. We partner with the operating businesses that know this work best, then give founders, teams, and clients a stronger platform for the next chapter.
Modernize service
Make essential operating work clearer, faster, and more dependable while keeping people close to the trust moments.
Compound value
Expand service capture, founder upside, and durable economics around the AUM relationship.
A better operating model
Keep the relationship. Change what happens underneath.
We are looking for RIA back-office, middle-office, compliance, TAMP, fund administration, and adjacent service businesses with a strong reputation and room to modernize.
Explore a fit ↗