Maus
Exit-planning software with business valuations and owner engagement tools for advisors
- Broker-dealers
Practice management & M&A2 integrationsTiered
Lead generation and matching
Advisor websites and content, lead generation and matching, social media, events and webinars.
Filter
Showing 19 of 19Most complete profiles first, then A to Z
Indyfin
Verified advisor profiles, client reviews and investor matching
- RIAs
Marketing & growth3 integrationsPer seat
Wealthtender
Client review collection and advisor directory listings for financial advisors
- RIAs
Marketing & growthPer seat
Absolute EngagementIn the news
Client and prospect feedback platform that captures sentiment through the advice journey and flags growth opportunities
- RIAs
Client experienceCustom quote
Advisor.com
Investor-to-RIA matching service that sends quiz-qualified prospects to fiduciary advisory firms
- RIAs
Marketing & growthCustom quote
AdvisorFinder
Advisor marketplace where investors choose which advisors to be introduced to; pay-per-connection or subscription
Marketing & growthTiered
BizEquity
Business valuation and owner planning software for financial advisors
- RIAs
- Broker-dealers
- Banks and trust companies
Financial planning1 integrationCustom quote
FeeOnlyNetwork
Directory of vetted fee-only fiduciary advisors; firms pay a flat fee for an enhanced profile
- RIAs
Marketing & growthSubscription
Fynancial
White-labeled mobile app and client experience layer for RIAs, built on top of the existing tech stack
- RIAs
- Family offices
- Retirement plans
Client experience13 integrationsCustom quote
Paladin Advantage
AI-assisted website and content marketing platform for independent RIAs and IARs, from Paladin Digital Marketing.
- RIAs
Marketing & growthSubscription
Planswell
Exclusive retirement-planning household leads for advisors and insurance agents, with planning software and coaching
- Insurance
Marketing & growthCustom quote
VastAdvisor
AI-run paid digital campaigns and lead intelligence for RIAs, broker-dealer networks and asset managers
- RIAs
- Broker-dealers
- Asset managers
Marketing & growthTiered
Wealthramp
Fee-only advisor matching service paid through fee-sharing once a matched client signs
- RIAs
WealthReach
Advisor websites with a built-in AI agent for SEO, AI-search visibility and compliant content
- RIAs
- Broker-dealers
- TAMPs
Marketing & growth1 integrationSubscription
Zoe FinancialIn the news
Sub-advisory TAMP and advisor-matching network for fee-only RIAs
- RIAs
TAMP & managed accounts4 integrationsCustom quote
Lead generation and matching: questions to ask before you buy
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Lead generation and matching in the news
- FINNY
Fidelity's $100 million floor meets Anthropic's $4,800 minimum
- FINNY
Visionary Square to pay $50 monthly FINNY AI fee for 250-plus advisors
- FINNY
Visionary Square will pay FINNY AI subscriptions for more than 250 advisors
- Absolute Engagement
IWI survey finds certification awareness higher among clients who refer
- Zoe Financial
SEC settles Zoe Financial referral-algorithm case with a $450,000 penalty
- FINNY
Pay-as-you-grow is the honest price for lead gen