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Trusted Wealth
Independent oversight for your financial advisor
Powered by real client insights
Continuous monitoring. Real-time signals. Actionable Insight.
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.
How we can help
24/7 AI Powered Advisor Monitoring
Our platform continuously monitors your financial advisor and the firm they are affiliated with for emerging risks and important developments.
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Key signals we track include:
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Advisor safety rating changes
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New lawsuits, regulatory actions, or client complaints
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Employee departures or unusual firm activity​
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Cybersecurity incidents or operational risks
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And other industry signals detected in real time
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Independent Expert Network Insights
Trusted Wealth gathers insights from investment professionals and industry experts to help investors better evaluate advisor relationships and investment recommendations.
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Our expert surveys help investors:
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Ask more informed questions of their advisor
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Understand how fees impact long-term investment outcomes
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Evaluate investment performance more effectively
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See perspectives from experienced investment professionals on products and strategies
Proprietary Industry Research
Trusted Wealth collects independent feedback directly from financial advisor clients, creating a unique dataset rarely available in the advisor industry.
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Because our surveys are completed privately by clients, outside the advisor relationship, they help reduce the “politeness bias” that often affects traditional firm-run surveys and satisfaction polls.
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Real client insights on investment performance, advisory fees, and overall satisfaction advisor who truly fits your goals.​
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​Client perspectives on compliance practices, data security, transparency, and advisor trust
What sets us apart
Proprietary data
Our exclusive expert network and 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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