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You worked hard for
your money
Finding a trustworthy financial advisor and keeping a close eye on them 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. We accept no compensation from the advisors we evaluate. Our only commitment is to the people we serve.
How we can help

Find the best 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 advisors or firms we evaluate.

24/7 AI powered risk monitoring
We closely monitor your financial advisor and the firm they are part of for any signs of trouble.
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Lawsuits
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Fines
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Client complaints
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Cyber threats / data breaches
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Negative expert reviews
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Key employee departures
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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.
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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 finance think of the latest 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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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, accepting no compensation from the advisors we evaluate.
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