WiserAdvisor, a leading marketplace for wealth management firms, proudly announces the successful acquisition of Indyfin and its investor experience platform
August 2, 2023 | Wiser Advisor
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.
Indyfin’s innovative investor experience platform, launched in March 2022, has redefined how consumers discover, research, and connect with financial advisors. Through Indyfin, financial advisors can gather valuable client feedback, ratings, and reviews, building credibility and trust online. In November 2022, the SEC’s new marketing rule made it possible for financial advisors to use client testimonials to market their business. Individual data-rich advisor profiles informed by client feedback provide investors trust and confidence by offering complete transparency into the qualities that make each advisor unique.
