findaWEALTHMANAGER.com
Information by Research TrustFinance
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.
United Kingdom
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial