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Trusted Wealth
You worked hard for
your money
Keeping a close eye on your financial advisor has never been more important
Our expertise
Choosing the right financial advisor is essential, but ensuring ongoing alignment, transparency, and fiduciary accountability matters just as much. Our independent, technology-powered platform provides continuous oversight of advisors and their firms, drawing on institutional-grade due diligence, data from a curated expert network, and insights gathered from client surveys. As markets evolve, we equip investors with the clarity and confidence to assess performance, identify emerging risks, and make informed decisions that endure.
How we can help
24/7 AI powered advisor monitoring
We closely monitor your financial advisor and the firm they are part of for any signs of trouble.
Be notified when:
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Your advisor's Fiduciary Rating drops
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Lawsuits, fines, client complaints or employee departures are detected
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Cyber threats or breaches are reported​
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And much more
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Unbiased expert network insights
Stay informed with timely expert survey's and updates to help confirm your advisor is meeting your needs.
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Understand the impact of fees
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Know how to measure performance
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Learn what the brightest minds in investing think of new investment products your advisor may be promoting
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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.​
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​We're completely unbiased. We earn nothing from the firms we recommend.
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
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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