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Your Partner in Finding and Keeping the Right Financial Advisor.

Why?

Finance and investing are incredibly complex and the decisions you make can have lasting consequences. Choosing the right financial advisor shouldn't be left to guesswork. It requires deep expertise, sound judgment, and a disciplined approach. And because markets shift, risks evolve, and firms change, ongoing due diligence is essential to protect and grow your financial future.

About us

Our platform, developed at Stanford, is built on the belief that smarter financial decisions begin with better information. In a world where Wall Street’s track record includes decades of misconduct and billions in fines, finding the right financial advisor takes more than trust, it requires data, oversight, and expert scrutiny. We're driven by analytics, not sales pitches. That means our guidance is completely independent and always aligned with your best interests. We know that high fees and underperformance can quietly erode your wealth over time. That’s why we don’t just help you find a top advisor, we continuously monitor them to ensure you're never left in the dark. Because peace of mind isn’t a luxury. It’s what every client deserves.

Who we help

We offer our service to companies and accounting firms as a trusted benefit for their employees, clients, or retirees, removing the burden of finding and vetting a financial advisor, and providing ongoing oversight for lasting peace of mind. By streamlining this complex, high-stakes decision, we help individuals make smarter financial choices with greater confidence and less stress.

In addition to our institutional partnerships, we also work directly with high-net-worth individuals, delivering the same level of transparency, diligence, and protection to support their long-term financial wellbeing.

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