Overview

findaWEALTHMANAGER.com

Information by Research TrustFinance

https://www.findawealthmanager.com/

findaWEALTHMANAGER.com is a free and independent online service designed to help individuals, families, and trustees with investable assets typically over £100,000 find the most appropriate wealth manager for their specific needs. Founded to bring transparency and efficiency to the wealth management selection process, the platform uses a proprietary algorithm and expert human oversight to match users with a shortlist of suitable, regulated wealth management firms from its extensive panel. The service aims to simplify the often complex and opaque process of choosing a financial guardian for one's assets.

Founded in
United Kingdom

United Kingdom


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service