Our Story
AdvisorFinder was launched in January 2023 by Jason Friedman, a former financial advisor who experienced firsthand the challenges people face when searching for financial guidance.
During his career as a financial advisor, Jason recognized that people were struggling to choose an advisor - it's an important decision and a daunting process. Many searched online with no luck, while others gave up thinking it was too expensive or settled for a single recommendation from a friend.
These problems inspired Jason to build AdvisorFinder with a world-class team of innovators. In today's high-tech world and with the wealth transfer unfolding, AdvisorFinder is at the forefront of connecting individuals and families to the ever-changing world of wealth management.
"I saw too many people struggle with finding the 'right' financial advisor. They either thought it was too expensive or didn't know where to start. I knew we could build something better, a platform that makes financial advice accessible and helps people make informed decisions about their financial future."
Jason Friedman, CEO & Founder
Founded AdvisorFinder
Launched with a mission to help people make more informed financial decisions
Growing Nationwide
Making it easy for thousands find their financial advisor
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