Reaching the largest group of prospective clients searching for advisors and planners online. AdvisorFinder is your digital business developer.
.svg)
.svg){kind=logo}
(*David made a career change in 2025, but was a happy customer)
Technology has changed our behavior as consumers. The way you approach clients should change too. AdvisorFinder optimizes the client experience from before you even connect with each other.
A marketplace where people connect with financial advisors
Advisors apply to join by providing their CRD #
Advisors and firms pay through subscriptions, firm-funded plans and, in some cases, fees for prospective-client introductions.
No in-app messaging between clients and advisors
People are searching online for financial advisors now more than ever. AdvisorFinder helps firms and advisors optimize their online presence. One of the founders of AdvisorFinder was a financial advisor; our team makes compliance a top priority.
This feature will not be implemented
