Indyfin

Indyfin runs a consumer-facing directory where investors search, compare and get matched with independent financial advisors, and sells profile and review tools to the advisors and firms listed there. Its paid plans are aimed at individual advisors, multi-advisor firms and larger enterprises.

An advisor's profile is built from regulatory filings plus information the firm supplies, and paid plans include what the company calls independent profile verification. The company surveys an advisor's existing clients to collect ratings, reviews and testimonials that the company presents as compliant for advisor marketing, tracks Net Promoter Scores and turns feedback into a practice dashboard. Profiles are written for search engines, show investor FAQs and let prospects book appointments directly; AI summaries condense reviews, and a tool drafts social media posts. Higher tiers add featured placement on the home page and local directories, lead generation through a free or discounted WiserAdvisor subscription, firm-level dashboards, white labeling and custom client surveys.

Akshay Singh founded Indyfin in 2018. The site is owned and operated by Respond.com Inc., a registered investment adviser whose brands include WiserAdvisor. Published pricing is $99 per user a month for Basic and $129 for Pro, with Enterprise quoted separately. Profiles can connect to Wealthbox and Salesforce CRMs.