Indyfin
Verified advisor profiles, client reviews and investor matching
- RIAs
Marketing & growthPer seat
Alternatives to WiserAdvisor
WiserAdvisor runs a consumer website that matches investors with financial advisors and sells the resulting referrals to advisors and wealth management firms. It was founded in 1998, is based in Fairfax, Virginia, and is a brand of Respond.com Inc., which is registered with the SEC as an investment adviser. Read the WiserAdvisor 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
Seismic
Sales enablement and compliant content platform with a financial services edition
- Banks and trust companies
- Asset managers
Marketing & growthCustom quote
BizEquity
Business valuation and owner planning software for financial advisors
- RIAs
- Broker-dealers
- Banks and trust companies
Financial planningCustom quote
Zoe FinancialIn the news
Sub-advisory TAMP and advisor-matching network for fee-only RIAs
- RIAs
TAMP & managed accountsCustom quote