We conduct extensive due diligence for each adviser and firm on our platform, capturing over 100 attributes for each including track record, fees, and internal governance. Our algorithm then recommends advisers based on this information and your personal profile.

We curate an expert network
In collaboration with our advisory council of former CEOs, policy-makers and ultra-high-net-worth family office executives, we’ve developed an extensive diligence process for advisers we partner with.

Finding the right advisers starts with you
Answer questions about you, your financial background, your goals and milestones to inform the recommendations we provide you.

Receive personalized adviser recommendations
Based on your Wealth Profile, our algorithm will recommend advisers for you based on your needs, whether within financial, tax, and/or estate planning.

Meet with and select your adviser
Take our curated list of recommended advisers, consult with the ones you like, and ultimately choose the one that is right for you.

Your personal concierge
Throughout this entire process, our Concierge team is here to help with any questions you may have. They will also schedule all meetings with advisers before you make a selection.