We believe the right financial advisor can turn a plan into real progress.
Advisor Approval exists to make it easier for people to find a financial advisor they can trust, see real evidence of their track record, and start a working relationship with confidence.
Make expertise findable, and introductions worth making.
Most professional work still gets allocated through who happens to know whom. That is fine if you are already in the room. It is a closed door for everyone else.
Advisor Approval opens that door without turning it into a free-for-all. Advisors publish what they can actually do, evidenced by work they have delivered. People looking for advice can search it properly — by specialty, credentials, availability and location.
And when someone wants to work with someone else, they have to say why. That one requirement changes the tone of everything that follows.
Our vision
A world where finding a financial advisor is as easy as finding any other trusted expert — the evidence of their track record already there, and the first conversation straightforward to start, wherever in the world you are.
How we work
Small team, deliberate product. We ship features that help work get done and refuse the ones that only help engagement metrics. When we are unsure, we ask the professionals using the platform — and we say no to anything that would make a serious person’s inbox worse.
Built with advisors
Every major change is tested with working financial advisors before it ships.
Privacy by default
Contact details are never exposed before both sides accept. We do not sell data or run an ad network.
Global from day one
Multi-currency, multi-language profiles, and a network that spans time zones rather than one city.
“The point was never to collect contacts. It was to find the two or three people who make a project possible — and to make that search take days instead of months.”
The Advisor Approval team
Be part of the network
Create a profile in a few minutes and start appearing in the searches that matter.