Lead Generation & Advisor-Matching Platforms
Consumer-facing advisor directories and matching services that send prospects to advisors.
Harness Wealth
Harness runs the engine behind established CPA firms — AI tax prep, concierge support, one data layer, and a national back-office. Clients keep a person they trust.
Lead generation & advisor matchingIndyfin
Find a Financial Advisor you trust Our advisor search, matchmaking and easy-to-read profiles help you find your perfect match.
Lead generation & advisor matchingPaladin Registry
We are your trusted source to find, rate, research and monitor financial advisors. Interview top quality financial advisors who meet your requirements.
Lead generation & advisor matchingWealthtender
Find and compare financial advisors with verified client reviews — fee-only, fiduciary, CFP® pros, and 100+ specialist categories. No personal information required.
Lead generation & advisor matchingFree: the advisor tech-stack checklist
Every category an RIA needs, the questions to ask vendors, and how to sequence a migration.
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