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Advisor Startup Ideas



2 years ago

A robo-advisor for people who want to invest in cryptocurrency.

305
2 years ago

A web-based platform for financial advisors to manage clients

217
1 month ago

A startup that provides a “smart AI-powered, real-time investment advisor for everyday people”.

217
3 years ago

For those who can’t afford to pay for a full-time financial advisor, this startup offers hourly advice via phone or video.

188
1 month ago

A platform which helps people build and manage a relationship with a financial advisor.

178
2 years ago

An online tool for financial advising, allowing consumers to see their advisor’s track record and compare it to their peers.

173
1 year ago

A mobile game that teaches you how to invest with a real-time, AI-powered advisor that gives you advice on what stocks to buy.

160
3 years ago

A company that sells an AI-powered financial advisor to help people save for retirement. The company says it has had more than $30 million in AUM.

158
3 years ago

A startup that helps advisors make their clients’ portfolios work for them.

150
3 years ago

A startup that makes a “personalized financial advisor” out of your phone.

150
2 years ago

A platform that provides personal finance advice in the form of an AI-powered personal financial advisor. The startup is currently in private beta.

150
3 years ago

A platform for financial advisors to manage their clients’ investments. The platform is intended to help advisors avoid mistakes often made by new advisors, and set up automatic investment reports.

149
3 years ago

This startup wants to use its data to help people decide where to vacation, and where to live. It’s a bit like other startup like TripAdvisor — but it’s also a concierge service that wants to help show people the best places to vacation and live.

148
3 years ago

A startup that is a directory of places to go on vacation and where you can do activities (IE A startup like TripAdvisor but for all sorts of activities)

146
3 years ago

An AI-powered financial advisory platform that helps people make better financial decisions.

143
3 years ago

A fintech startup that wants to make it easier for financial advisors to do their job better.

143
3 years ago

A tool for financial advisors that brings together data to help them make more informed financial decisions. It was launched as a beta in October.

139
3 years ago

A software for financial advisors that helps them fish out bad investments and clients that are taking too much risk.

138
3 years ago

A web-based dashboard for financial advisors to access real-time data and get instant notifications when something is wrong.

137
3 years ago

A social network for financial advisors, aimed to help them find new clients and provide timely advice.

137
3 years ago

A startup that aims to help financial advisors in the US give advice to clients who are buying fixed-income investments. The startup is backed by the venture arm of Goldman Sachs.

136
2 years ago

A startup that hopes to replace the need for human financial advisors with an AI-powered automated wealth manager.

136
3 years ago

A startup for financial advisors to offer financial planning services to businesses, taking a commission on the fee. For instance, the advisor might charge $150 to help a company with a financial budget.

135
3 years ago

A product that helps financial advisors create discounted and flexible investment plans for clients.

135
3 years ago

A startup that is refining the way financial advisors do their work, letting them adjust to the needs of their clients.

134
1 year ago

A platform for a new class of financial advisors, or robo-advisors, that uses machine learning to manage people’s money.

134
2 years ago

A tool that puts a financial advisor in your pocket.

132
3 years ago

A platform that allows financial advisors to provide their clients with a mobile app that helps them save more money. The startup has raised $1.5 million in seed funding.

130
3 years ago

A chatbot that allows you to schedule calls with financial advisors at your convenience.

128
2 years ago

A robo-advisor that focuses on people with complex portfolio needs

117
1 year ago

A provider of AI-driven software for financial advisors to manage client portfolios.

117
1 year ago

This startup is building an AI-powered role playing game, “The Sims” for financial advisors.

114
2 years ago

A startup that aims to create a new type of financial advisor – one that connects you with a financial advisor and a financial product provider that can help you get the best deal possible.

113
3 years ago

A company that makes a smartphone app that is essentially a robo-advisor. The startup will use data from the app to make recommendations for the user.

102
2 years ago

A subscription-based service for managing and sharing your money. The company is building a service for people who want a personalized, financial dashboard, but don’t want to pay the hefty $200 per month that a traditional financial advisor charges.

100
9 months ago

A startup that’s developing a product for financial advisors and wealth managers to manage their client’s investments.

100
2 years ago

A startup that is building a network of independent financial advisors who will work with people to get them the best insurance rates available.

99
2 years ago

A startup that helps people create and host a one-on-one relationship with advisors.

99
2 years ago

This company is building a platform that helps people manage and grow their wealth for retirement. It’s a robo-advisor that works with both individual investors and large investment funds.

96
2 years ago

A cloud-based accounting system (and financial advisor) which works across all sorts of small businesses: doctors, dentists, plumbers, lawyers, etc.

95
8 months ago

A digital financial advisor for individuals with no bank account or credit history, using a digital model that connects individuals with lenders and leads to loans for people with low credit scores.

92
1 year ago

A web-based tool to help people plan their financial goals. It’s especially useful for people without an advisor, and uses machine learning to predict where individuals are on the financial spectrum.

89
3 months ago

A startup looking to help Indian businesses raise capital from US investors and US investors from India. It provides legal, financial advisory and consulting services.

86
1 year ago

A financial advisor that allows you to use an app to pay bills and set up automatic withdrawals.

84
2 years ago

A mobile and web-based intelligence platform for financial advisors and those doing financial planning.

83
1 year ago

A robo-advisor that ties into investment accounts and advisors to manage investment portfolios.

82
1 year ago

This startup is building a platform that connects people who want to enter the IRS’ EITC program with tax preparers. The startup, which was founded by former EITC advisor Amanda Nalley, has already been used by tens of thousands of people to qualify for the tax credit.

82
2 years ago

According to its founders, this startup wants to be “the first social network to build a community of financial advisors”, helping advisors find clients.

81
1 year ago

Builds hardware for products like robo-advisors.

81
2 years ago

Cofounder of the company, a former financial industry analyst, began researching the fintech industry in 2017. She found a dearth of female founders in the space. In her startup’s pitch deck, she highlights several female founders as part of the company’s advisory board.

80
2 years ago

 A platform that helps advisors, wealth managers, and family offices sell financial planning services to clients.

79
1 year ago

This startup wants to bring the idea of a “robo-advisor” to retirement planning.

79
2 years ago

This startup is building a way of getting more people involved in investing. Think about it as putting a more accessible and polite version of robo-advisors front and center.

75
1 year ago

A platform that aims to help financial advisors manage their clients’ accounts more efficiently.

75
1 year ago

A robo-advisor for financial advice.

74
1 year ago

A company that brings data science to financial advisors to help them more effectively manage their clients’ portfolios.

74
7 months ago

A digital financial advisor whose goal is to help people learn how to invest like a professional, including personalized portfolio management.

73
2 years ago

A “social financial advisor” that helps people with retirement planning and wealth management.

71
1 year ago

A robo-advisor that helps you invest in your own 401(k) plan.

70
9 months ago

A digital platform for managing stock, to help small investors manage their portfolios without the need for a full-time investment advisor. The system relies on the investor’s existing investment account at the broker.

69
7 months ago

A company that offers a platform that helps Financial Advisors keep track of their clients’ portfolios, helping them get paid.

69
1 year ago

A robo-advisor meant to optimize retirement savings

68
1 year ago

A platform that helps people find the right advisors for their personal needs. It’s currently in private beta

68
1 year ago

The startup wants to be the first to bring a product to market that helps prevent boil water advisories by automatically alerting people about problems in their water supply.

67
1 year ago

A startup that will help customers develop financial plans, at no cost, and then help them get access to an advisor or broker.

66
1 year ago

A platform that helps financial institutions, including banks and credit unions, provide services like checking accounts and loans. These services are typically offered by financial advisors and brokers.

66
7 months ago

A startup that wants to use technology to help consumers find a great financial advisor. It’s a SaaS-based platform that helps consumers find a financial adviser through a series of questions.

66
1 year ago

A startup that builds software for financial advisors to give them visibility into how their clients are doing.

65
1 year ago

A robo-advisor that helps advisors recommend the best investment vehicles for clients, based on the client’s age, risk tolerance and goals.

61
1 year ago

A startup for financial advisors to get investment advice to clients, and for clients to get advice on portfolios and investment strategies.

60
1 year ago

A global fintech company that provides a way for emerging markets to get loans from traditional banks. The startup has pulled in big names including Bill Clinton, who has joined its advisory board.

57
2 years ago

A platform that helps users manage their personal finances by connecting them with financial advisors, and then helping the advisors get paid.

56
7 months ago

A hybrid platform that combines the benefits of a traditional investment advisor with the power of a robo advisor.

56
1 year ago

A startup that brings financial advisor services to the remote workforce, giving workers access to virtual advisors 24/7.

55
1 year ago

A platform for investing that works as a resource for financial advisors, showing them how to invest in things like individual stocks, ETFs and 401(k) plans.

54
1 year ago

 This company builds a software tool that helps financial advisors manage their clients’ portfolios. It’s for financial advisors who want to do more with their clients’ portfolios without the need to learn new software.

53
1 year ago

A software company that creates tools for financial advisors, helping them make their own tools and integrate them with their clients’ systems.

53
1 year ago

A way to cash out of a 401k or IRA without paying a fortune to a fee-laden financial advisor.

53
9 months ago

The founder of the company, a guy named John, started coding Windows in the 1990s, and has since been working with Microsoft as a technical advisor. He’s now building a new social media platform that aggregates all the social media sites from around the world into one place, with the goal of creating a single, unified platform for social media for the world.

53
1 year ago

WorkWeek is a robo-advisor for freelancers, offering asset management and tax services for small business owners.

52
6 months ago

A small-scale robo-advisor for short savings plans. The startup is aiming to make it easier for small investors to save for retirement.

52
1 year ago

A startup that acts as a personal finance advisor for your grandparents, helping them make informed decisions about money and retirement

51
1 year ago

A robo-advisory startup that wants to help advisors get the right investments for their clients.

51
1 year ago

A tech-enabled financial advisor, allowing customers to communicate with their advisor via email, text, chat, and phone. The startup is a spin-out from the University of Texas and is currently focused on the US market.

51
1 year ago

A startup that provides a financial advisor service for freelancers and employees, which allows them to manage their own investments, doing their own research and managing their own portfolio, in exchange for a small commission.

49
1 year ago

A platform that makes it easy for advisors to identify and attract clients and build those relationships, with a mobile app that combines a customer’s LinkedIn profile with their investment needs.

49
1 year ago

A financial advisor for small businesses and individuals.

49
1 month ago

A web platform that connects people with the right kind of financial advisor

49
1 year ago

A platform that offers a robo-advisor that works with traditional and digital portfolios, allowing investors to access the same investments through both.

48
1 year ago

The startup is building an artificial intelligence assistant for financial advisors.

48
1 year ago

A financial advisor’s software that automates trading and market analysis.

48
10 months ago

A robo-advisor for youngsters to help them save for an education.

47
1 year ago

A startup that connects financial advisory firms with retiree customers with assets.

46
1 month ago

A leaders-app for team members, meant to make it easier to stay connected to the people who make them great. They have an existing startup that they’ve been working with for over a year, and they’re currently in talks with YC as a potential advisor.

45
1 year ago

A startup for businesses seeking to grow internationally. Companies can connect with a team of remote advisors who help with finance, legal, and operational concerns.

44
7 months ago

Smart contracts are used to provide transparency and facilitate trust in complex transactions. CoinAdvisor is a startup that provides advice on how to choose and use smart contracts, and has developed a library of smart contracts to help developers in the ecosystem. It’s aiming at companies that need help on legal or regulatory compliance, or who have to deal with copyrights, trademarks, and patents.

44
1 year ago

A startup that wants to reinvent the way financial advisors do marketing. It wants to build an AI-powered system that empowers advisors to create personalized content for their clients, based on their data. The company says this will help advisors find new clients, and increase the ROI on their existing ones.

42
1 year ago

A SaaS platform that helps advisors manage their client relationships and personalize information based on their clients.

42
9 months ago

A company that helps individuals and businesses track their spending habits to make better, more informed financial decisions. The startup is a spin-off of the world’s largest robo-advisor firm, Betterment, and previously worked on a consumer-focused app.

40
5 months ago

This startup wants to help Americans in their retirement savings by giving them an online investment platform they can use to invest in index funds and ETFs. The company wants to be a “tech-enabled advisor” that can help people better manage their investments.

38
1 year ago

A digital financial advisor that serves as a personal financial advisor, personal banker, and a private banker. The startup wants to leverage the internet to help people make good personal financial decisions and manage their savings, investment portfolios, and retirement.

37
3 years ago

Idea: A data-driven advisory service for venture capitalists

36
7 months ago

The startup is building a personal financial advisor’s dashboard for clients.

36
3 months ago

A “social network for financial advisors” that ties into brokerage accounts to give financial advisors a tool to connect with clients and prospects. The startup is also working on a social network for financial advisors called "The Advisor Network".

33
19 days ago

A platform for financing investments in early-stage startups with loans, equity, and advisory services.

32
2 months ago

A customized tool for financial advisors for managing their clients’ investments, which helps advisors plan for retirement.

31
3 years ago

Idea: A tool for financial advisors to help them build stronger relationships with clients. The startup helps advisors keep track of how they’re spending time with clients and helps with communication like text messages and phone calls.

30
11 days ago

 A robo-advisor for your savings, with a 3% minimum investment minimum. They also offer a 10% trade-in bonus for different kinds of credit cards.

30
3 months ago

This startup is building a system that allows auto mechanics to serve as service advisors via text messaging and app, so customers don’t have to drive to a shop and wait to be seen. The company is currently working on an iOS app and is considering an Android version.

26
2 months ago

This startup is in the business of helping people manage their portfolio, regardless of whether they're investing on their own or through a financial advisor.

26
5 days ago

A personalized investment service for teens that connects them to independent financial advisors offering advice, education and guidance.

26
4 months ago

Fintech startup that wants to combine the power of AI and Big Data with a human touch to help financial advisors make better financial decisions for their clients.

25
5 months ago

The startup is working on a $30 per month automated savings plan that automatically invests in a wide range of products including stocks, bonds, mutual funds, ETFs, and even cryptocurrencies. The plan can invest in multiple portfolios, and is managed by a human advisor.

22
2 months ago

A financial advisor who helps people invest in cryptocurrency. He’s also a cryptocurrency trader, which is what got him interested in crypto in the first place.

19
5 months ago

A robo-advisor based on machine learning techniques, meant to help people manage their personal finances, with AI-powered algorithms that recommend best-fit financial products.

18
2 months ago

A startup that aims to be a one-stop-shop for real estate advisors, helping them find new clients, manage their existing ones, and make money on the side.

18
28 days ago

A “trusted advisor” for insurance companies who help determine what care costs should be and how much it should be covered.

18
20 days ago

Advisor’s pizzas have a 1:1 ratio of cheese and sauce. They’re made with fresh dough, and the ingredients are — in most cases — all sourced from local farmers.

18
2 months ago

A startup that allows you to take a picture of your restaurant receipt and upload it to the web for a listing on TripAdvisor, Yelp, and similar listings.

17
1 month ago

A startup that wants to take on the role of an advisor in helping small businesses and professionals better grow their brands — including through creating branded content.

11
3 years ago

Idea: A B2B company that helps lawyers, financial advisors, and other financial service professionals market themselves via their social media pages.

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