Platform for Financial Planners
Find new prospects who need your expert opinion
Matchmaking Tool
Spend less time finding your next client and more time on how finances work
Sign up and add your criteria
Share your location, fees, area of expertise, upload qualifications
Quickly set up your profile
Create a short intro about your services
Match with individual users's users will see your profile when looking for a financial planner, you can connect and get to finances right away
Powerful financial tools
Get access to the client's profile when connected
Get access to financial overview's users will share the necessary information and you will have access to this information right on the platform - from high level financial categories like Retirement Investments and Cash and savings accounts to the information about transactions and spendings
Grow your audience users can recommend you to their peers and friends that will expand your client base
Join our community
Our team will reach out to you for beta access
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