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Trusted Wealth

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You worked hard for 
your money

Keeping a close eye on your financial advisor has never been more important

Our expertise

Finding the right financial advisor is one of the most important financial decisions a person can make, but it’s only the beginning. As your needs evolve and the financial landscape shifts, ongoing monitoring is essential to ensure the continued safety and soundness of both your advisor and their firm. Our independent, technology-driven platform provides unbiased insights, rigorous due diligence, and continuous oversight of advisors and the firms they represent. 

Learn more

How we can help

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24/7 AI powered risk monitoring 

We closely monitor your financial advisor and the firm they are part of for any signs of trouble.
 

  • Lawsuits

  • Fines

  • Client complaints

  • Cyber threats / data breaches

  • Negative expert reviews

  • Key employee departures

  • And much more

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Unbiased expert insights

Stay informed with timely expert survey's and updates to help confirm your advisor is meeting your needs.
 

  • Understand the impact of fees

  • Know how to measure performance

  • Learn what the brightest minds in finance think of the new  investment products your advisor may be promoting

  • Know the questions that you need be asking your advisor.
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Find an advisor

Whether you're searching for your first advisor or making a switch, we help you make a confident, well-informed choice.

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  • Our deep industry expertise and proprietary data power smarter matches, so you can find the advisor who truly fits your goals.​

  • ​We're completely unbiased. We earn nothing from the advisors or firms we evaluate.

What sets us apart

Proprietary data

Our exclusive expert network and rapidly growing user base power a unique data engine, giving us insights no one else can match, driving smarter, more informed advisor evaluations.
 

Developed at Stanford

Designed by Stanford software engineers, our platform leverages data at scale to deliver rigorous, unbiased analysis.

Independent
Unbiased

Unlike most online resources influenced by paid placements and advisor marketing, we remain 100% independent

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