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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

Our platform is designed to protect investors through comprehensive oversight of the financial advisors and firms they rely on. We conduct rigorous safety checks and provide 24/7 monitoring using proprietary data across both financial advisors and the firms that employ them, keeping clients informed of potential risks, compliance concerns, and material changes. Backed by a powerful network of industry experts, we deliver timely updates and practical insights that help clients understand emerging risks, know the right questions to ask their advisors, and make confident, well-informed decisions.

Learn more

How we can help

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24/7 AI Powered Advisor Monitoring 

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

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  • Advisor safety rating declines

  • New lawsuits, fines, or client complaints

  • Employee departures or unusual activity​

  • Cyber threats or security breaches

  • And more, automatically tracked in real time

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Unbiased Expert Network Insights

Stay informed with timely expert surveys and updates to ensure your advisor is truly meeting your needs.

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  • Ask the right questions to your advisor

  • Understand how fees affect your investments

  • Measure performance effectively

  • See insights from leading investment experts on recommended products

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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 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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