The Advisor, Inc. operates an online platform designed to simplify the process of finding and connecting with qualified financial advisors. The company's mission is to bring transparency and accessibility to the financial advisory industry by thoroughly vetting professionals based on their fiduciary status, credentials (like CFP® and CFA), and clean regulatory records with the SEC and FINRA. The platform functions as a marketplace where users can search, compare, and schedule consultations with advisors who match their specific financial needs and goals, without the platform taking a commission from the user's assets.

Founded in

India