Marketing & growth Lead generation and matching

AdvisorFinder

Advisor marketplace where investors choose which advisors to be introduced to; pay-per-connection or subscription

Virginia Beach, VA, USFounded 2022advisorfinder.comNot yet confirmed by the company

What it does

AdvisorFinder is an online marketplace and directory that lets consumers search advisor profiles or take an assessment, then request introductions to the advisors they pick. Advisors and advisory firms pay to be listed and receive those introductions.

Each advisor gets a profile that is indexed by search engines. Prospects can filter by service (retirement, tax, equity compensation, estate) and by specialty such as tech employees or business owners. Introductions go to one advisor or to a small set the prospect wants to compare, and a concierge team helps hand the prospect off. Higher plans add lead filtering by asset level, prospect intelligence and monthly performance analytics.

Founded in June 2022 by former advisor Jason Friedman and launched publicly in January 2023; headquartered in Virginia Beach, Virginia. Published plans: Core $1,000/month, Premium $1,500/month, and pay-per-connection from a $5,000/month budget.

Features

Searchable advisor profiles indexed by Google
Consumer needs assessment
Prospect-initiated introductions
Lead filtering by asset tier
Prospect intelligence before first call
Monthly performance analytics

Pricing and deployment

Pricing model: Tiered
Published pricing: Core $1,000/month; Premium $1,500/month; pay-per-connection from $5,000/month budget; enterprise pricing on request
Deployment: Cloud