We ask about your wealth management and understand your client profile. The questions are designed for all investor types and only take 2 to 3 minutes to complete
Powering our ManagerSearch tool is an innovative, sophisticated algorithm that swiftly cuts through all the noise and hearsay to match you to the right wealth service providers based on your needs and their capabilities.
What used to be a tedious, time-consuming process – which involved reaching out to numerous contacts for recommendations and sifting through countless company websites for information – now takes you just 3 minutes.
Not only is our ManagerSearch tool free (due to the fact that companies pay us to market their products and services to relevant clients), but we create competition for your business, which can end up significantly reducing your fees.
our average user account size
wealth management companies on our platform