The page connects users with FINRA/SEC-registered financial advisors for retirement, investing, and wealth management through free, unbiased matching.

WiserAdvisor introduces **WiserAdvisor Growth**, a unified platform providing verified digital leads and compliant client reviews for financial advisors and wealth management firms. The company reports a **120% surge in lead volume since the pandemic**, with 2024 setting a record high. The new offering consolidates marketing solutions to address growing consumer demand for financial advice.

Apr 2025PR NewswireNews article

WiserAdvisor collects over **1,450 client reviews** within its first year of operation. The platform aggregates financial advisor feedback to help consumers make informed decisions. Growth reflects strong adoption among users seeking verified advisor assessments.

May 2024GlobeNewswireNews article

WiserAdvisor acquires Indyfin, a Dallas-based fintech, to integrate its investor experience platform into its product suite. The move aims to enhance WiserAdvisor’s marketplace for wealth management firms by offering advisors a tool for gathering client reviews. This acquisition strengthens WiserAdvisor’s position as a growth platform for financial advisors.

Aug 2023PR NewswireNews article

LPL Financial integrates WiserAdvisor’s marketing platform into its vendor affinity program, enabling its advisors to reach qualified prospects across North America. The partnership aims to streamline client acquisition for financial advisors through targeted outreach tools. WiserAdvisor’s platform provides access to a network of potential clients, enhancing advisors’ ability to expand their practice.

Jun 2021EIN PresswireNews article