We believe we're able to revolutionize how relationships are created and nurtured in financial services by providing transparency never before seen in a marketplace. We are the only company that specializes in matching advisors-advisors, advisors-investors, and advisors-companies. WE HELP INVESTORS: ✅ Find a new financial advisor WE HELP ADVISORS: ✅ Attract and engage with investors nationwide ✅ Request offers from 300+ BDs, RIAs & OSJs ✅ Sell business for top $ ✅ Start contingency/succession plan ✅ Buy a book of business ✅ Locate financing solutions ✅ Recruit/partner with like-minded advisors WE HELP COMPANIES: ✅ Increase pipeline of advisors in motion ✅ Provide affiliated advisors discounts ✅ Track who’s viewed your profiles ✅ Advertise and track who clicked your ads ✅ Post office space to attract advisors ✅ Invite advisors to events you’re hosting ✅ Share news to gain followers AdvisorBid’s vision is to become the leading content, lead generation, marketing and communications tool for everything financial services, propelling relationships and opportunities between financial advisors, wealth & asset management, broker-dealers, RIAs, wirehouses, insurance, CPAs, financing/lending, alternative investments, variable annuities, mutual funds, custodians, family offices, attorneys, hedge funds, capital markets, fintech, accredited and non-accredited investors, blockchain and cryptocurrency enthusiasts. AdvisorBid was both a 2018 WealthManagement.com Industry Awards and Benzinga Global FinTech Awards Finalists.
Location: United States, Virginia, Richmond
Employees: 1-10
Founded date: 2016