Our Story

Outdated business model
Many advisors are stuck in platforms with minimum account sizes or mandated client fee structures, and they are disincentivized to charge a fee for planning because they are not compensated fairly by their firm for doing that work. Advisor compensation is too often not aligned with financial planning activities but instead is aligned with assets under management or product sales.
Client experience + advisor technology
A disconnected client experience and advisor technology that lags way behind modern FinTech allows robo-advisors to gain an easy advantage against a traditional advisor. The technology advisors are using with their clients is clunky, outdated, and takes far too many steps (and time) to do the simplest of activities, like opening investment accounts or building a financial plan.
Predictable + scalable client acquisition
If you are a growth-oriented advisor wanting to build a solid practice of clients who you enjoy working with and who value your advice and expertise, there's no predictable and scalable way to do so using traditional methods. It's time consuming, unreliable, and getting more difficult each year.