In The News


WiserAdvisor Client Surpasses 1,450 Client Reviews in Under a Year - Pure Financial Advisors Believes to Have Published the Most Reviews of Any RIA Through Indyfin Platform

WiserAdvisor, the original lead generation platform in the financial services industry, has released a case study today that they believe marks the most published client reviews of any RIA. Pure Financial Advisors has hit a monumental milestone of acquiring and publishing over 1,450 reviews through the Indyfin platform in under 10 months... Read more >

FAIRFAX, VA, USA, Aug 02, 2023 - PRNewswire

WiserAdvisor, a leading marketplace for wealth management firms, proudly announces the successful acquisition of Indyfin and its investor experience platform.

Today, WiserAdvisor, a leading investor referral generation platform for financial advisors and advisory firms, has announced the acquisition of Indyfin, the Dallas-based fintech company to build on its existing product suite and create a comprehensive growth platform for financial advisors. The acquisition is set to strengthen WiserAdvisor's marketplace position by providing financial advisors with an online software product that helps them gather reviews to earn trust from prospects and acquire clients more effectively... Read more >

FAIRFAX, VA, USA, Oct 09, 2021 - blog.feedspot.com

WiserAdvisor Featured on Top 100 Financial Advisor Blogs

WiserAdvisor's blog ranks within TOP 20 in the Top 100 Financial Advisor Blogs and Websites curated by Feedspot. Blogs are ranked by traffic rank, social media followers, domain authority & freshness.
See the complete list of ranking blogs here >

Marketwatch.com, June 25, 2021 - Rishi Bharathan CEO WiserAdvisor talks to Morey Stettner

Do you really need a financial adviser? Take this six-question test to find out.

Whether you’re 27 and starting a career or 57 and planning for retirement, you may wonder, “Do I need to hire a financial planner?” Will paying an adviser’s fee result in substantially better financial decisions and fewer costly mistakes?

“Money is very emotional,” said Rishi Bharathan, chief executive of Fairfax, Va.-based WiserAdvisor, an online firm that matches consumers with advisers. “Most people don’t recognize that,” so unless they’re highly disciplined and capable of controlling their emotions, they may want to pay a financial planner to provide a voice of... Read more >

FAIRFAX, VA, USA, June 3, 2021 - EINPresswire.com

LPL Financial Selects WiserAdvisor for Vendor Affinity Program to Help Financial Advisors Acquire New Clients

WiserAdvisor, a leading investor lead generation platform for financial advisors and advisory firms, has been added to LPL Financial’s Vendor Affinity Program. As per the program, membership to the WiserAdvisor platform is now available to LPL’s more than 18,000 financial advisors... Read more >

Kitces.com, May 11, 2021 - Financial Advisor Success Podcast

#FA Success Ep 228: Accelerating Growth By Paying To Outsource Lead Generation And Prospect Follow-Up, With Jeremy Keil

Welcome back to the 228th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Jeremy Keil. Jeremy is the founder of Keil Financial Partners, a hybrid-RIA located in Milwaukee, Wisconsin that manages $85 million for 170 clients.

What’s unique about Jeremy, though, is that he’s been able to double his firm’s size over the past two years not by prospecting more aggressively but by leveraging two external lead generation services, SmartAsset and Wiseradvisor, and then outsourcing all the follow-up outreach to those leads so he only spends time meeting with qualified prospects who want to meet with him (in addition to focusing the rest of his time on his existing clients and other needs of the business)...
Read more >

Scottsdale, Ariz., Sept. 4, 2019 - PRNewswire

Paladin Announces the Sale of its Lead Generation Service to WiserAdvisor

SCOTTSDALE, Ariz., Sept. 4, 2019 /PRNewswire/ -- Paladin announced the sale of its lead generation service (www.PaladinRegistry.com) to WiserAdvisor (www.WiserAdvisor.com). Paladin's lead generation service originated in 2004 when the firm began matching investors to vetted financial advisors. WiserAdvisor history of producing leads for financial advisors goes back even further - to 1998... Read more >

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