How do we ensure that you only work
with the best?
Credentials & Education
We separate advisors according to their qualifications, e.g. CFP, CFA, CPA. Advisors without the required designation are excluded.
60% of advisors qualify
Knowledge comes with experience. We ensure that every advisor we recommend has the necessary relevant experience.
44% of advisors qualify
We assess their depth of knowledge, ability to problem solve, operational efficiency, and client-advisor ratio.
12% of advisors qualify
We assess their communication skills and overall client experience.