Onesta

Financial advisor search for investors

Onesta is a financial advisor search platform that uses a powerful search engine, AI-powered assistant, and detailed background checks to help users find the best advisor tailored to their needs. With OnestaBot, users can receive educational material and answers to finance-related questions. The tool processes SEC registration data for advisors, such as form ADV, for thorough reviews. The advisor profile management feature allows advisors to manage their profiles and share personal information with potential clients. Onesta also offers investor resources, including a list of top questions to ask advisors and advice on managing financial windfalls. The tool caters to investors seeking the best financial advisor to meet their specific needs, financial advisors looking to showcase their expertise and connect with potential clients, and individuals in need of financial guidance and resources to make informed decisions.

Features:
- Powerful search engine that filters advisors by fee-only, fiduciary, robo-advisor, CFA, CPA, retirement planning, and more
- AI-powered assistant, OnestaBot, that provides educational material and answers finance-related questions
- Detailed background checks that process SEC registration data for advisors, such as form ADV
- Advisor profile management that allows advisors to manage their profiles and share personal information with potential clients
- Investor resources, including a list of top questions to ask advisors and advice on managing financial windfalls
- Use cases for individuals seeking the best financial advisor, financial advisors looking to showcase their expertise and connect with potential clients, and individuals in need of financial guidance and resources to make informed decisions
- Advisor background check that provides details about legal action taken against advisors so that users can be aware of their history
- Client reviews feature that helps users make more informed decisions by collecting reviews of advisors
- Business information feature that collects and processes every advisor's SEC registration data (form ADV) for the user's benefit
- Personalized advisor feature that allows advisors to claim their profile and provide personal information so users can get to know them before making a decision.