Advisor Client Match

We are building an unprecedented resource for investors of all affluence to identify ideal advisor candidates.

We are building an unprecedented resource for investors of all affluence to identify ideal advisor candidates, and for advisors to acquire new clients best suited to their business model. Most advisors spend thousands of dollars per year out-of-pocket with the hope of growing their target client base, and often see little-to-no return on investment. The more passive or less time-consuming the method, the more money advisors are willing to spend with the hope of gaining market share. Many clients are challenged to identify advisors who meet the combined skill, communication, experience, and relationship criteria most likely to result in a long-term, lucrative partnership. Our mission is to seize the opportunities created by the challenges facing investors, advisors, and the financial services industry—we will add value by facilitating ideal client/advisor relationships—we will contribute to the success of advisors and the productivity of the financial services industry—we will empower competent wealth managers to do what they do best by reducing time spent on sales activities—we will empower clients with greater confidence in their choice of advisor.