Indyfin
Verified advisor profiles, client reviews and investor matching
- RIAs
Marketing & growthPer seat
Alternatives to AdvisorFinder
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. Read the AdvisorFinder profile.
Levitate
Client communication and relationship marketing software with managed content
- RIAs
Marketing & growthCustom quote
Wealthtender
Client review collection and advisor directory listings for financial advisors
- RIAs
Marketing & growthPer seat
FeeOnlyNetwork
Directory of vetted fee-only fiduciary advisors; firms pay a flat fee for an enhanced profile
- RIAs
Marketing & growthSubscription
Paladin Advantage
AI-assisted website and content marketing platform for independent RIAs and IARs, from Paladin Digital Marketing.
- RIAs
Marketing & growthSubscription
Seismic
Sales enablement and compliant content platform with a financial services edition
- Banks and trust companies
- Asset managers
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
WealthReach
Advisor websites with a built-in AI agent for SEO, AI-search visibility and compliant content
- RIAs
- Broker-dealers
- TAMPs
Marketing & growthSubscription
Advisor.com
Investor-to-RIA matching service that sends quiz-qualified prospects to fiduciary advisory firms
- RIAs
Marketing & growthCustom quote