Indyfin
Verified advisor profiles, client reviews and investor matching
- RIAs
Marketing & growth3 integrationsPer seat
Lead generation and matching
Advisor websites and content, lead generation and matching, social media, events and webinars.
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Showing 7 of 7Most complete profiles first, then A to Z
Wealthtender
Client review collection and advisor directory listings for financial advisors
- RIAs
Marketing & growthPer seat
BizEquity
Business valuation and owner planning software for financial advisors
- RIAs
- Broker-dealers
- Banks and trust companies
Financial planning1 integrationCustom quote
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
- 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
- Wealthtender
XYPN buys AI-search access; the credibility behind AI answers accrues slowly