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Advisor Startup Ideas



1 year ago

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

177
1 year ago

A web-based platform for financial advisors to manage clients

130
1 year ago

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

129
1 year 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.

114
1 year ago

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

110
1 year 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.

107
1 year ago

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

105
1 year ago

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

104
1 year 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.

104
1 year ago

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

103
1 year 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.

101
1 year 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.

101
1 year ago

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

100
1 year ago

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

99
1 year ago

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

97
1 year ago

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

97
1 year 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)

95
1 year 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.

95
1 year 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.

95
1 year 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.

92
1 year ago

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

92
1 year ago

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

91
11 months ago

A tool that puts a financial advisor in your pocket.

85
1 year ago

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

79
1 year ago

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

78
1 year 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.

69
1 year 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.

66
1 year 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.

63
1 year ago

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

62
1 year 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.

61
1 year ago

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

56
1 year 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.

54
11 months 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.

50
10 months ago

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

50
7 months 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.

44
9 months 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.

42
8 months ago

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

42
7 months ago

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

40
8 months ago

A robo-advisor for financial advice.

38
2 months ago

Builds hardware for products like robo-advisors.

35
5 months 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.

33
9 months ago

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

32
9 months ago

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

31
7 months ago

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

28
7 months ago

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

28
5 months 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.

28
8 months ago

A robo-advisor meant to optimize retirement savings

27
6 months ago

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

27
10 months ago

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

26
10 months 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.

25
10 months ago

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

25
4 months 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.

25
3 months ago

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

25
5 months 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.

24
5 months 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.

22
5 months ago

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

22
6 months ago

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

21
4 months ago

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

19
4 months ago

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

18
5 months 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.

17
6 months ago

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

16
1 month ago

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

16
1 month ago

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

15
23 days ago

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

15
7 months 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.

14
4 months ago

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

13
4 months ago

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

12
3 months ago

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

12
1 month 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.

10
4 months 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.

9
7 days 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.

9
3 days 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.

3
1 year 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.

-1
1 year ago

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

-1
1 year ago

Idea: A data-driven advisory service for venture capitalists

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