Advisor Startup Ideas

1 year ago

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

237

2 years ago

A web-based platform for financial advisors to manage clients

178

2 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.

171

2 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.

139

2 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.

139

2 years ago

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

136

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.

136

2 years ago

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

134

2 years ago

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

131

2 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.

131

2 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)

128

2 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.

128

2 years ago

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

127

2 years ago

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

126

2 years ago

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

126

2 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.

125

2 years ago

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

123

2 years ago

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

121

2 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.

120

2 years ago

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

119

1 year ago

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

119

2 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.

118

2 years ago

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

116

1 year ago

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

113

1 year ago

A tool that puts a financial advisor in your pocket.

112

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.

111

2 years ago

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

100

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.

94

2 years ago

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

87

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.

86

2 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.

85

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.

85

1 year ago

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

85

8 months ago

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

83

2 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.

80

1 year 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.

79

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.

73

6 months ago

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

70

1 year ago

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

69

1 year ago

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

69

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.

69

7 months ago

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

69

11 months ago

Builds hardware for products like robo-advisors.

68

1 year ago

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

66

1 year ago

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

66

2 months ago

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

66

1 year 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.

64

1 year ago

A robo-advisor for financial advice.

64

1 year 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.

60

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.

60

1 month ago

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

59

1 year ago

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

57

1 year ago

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

57

1 year ago

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

54

1 year ago

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

54

1 year ago

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

54

1 year ago

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

53

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.

52

2 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.

50

1 year ago

A robo-advisor meant to optimize retirement savings

49

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.

49

9 months ago

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

48

6 months ago

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

46

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.

45

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.

44

1 year ago

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

42

1 month ago

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

42

10 months ago

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

41

8 months 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.

41

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.

40

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.

40

10 months ago

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

40

2 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.

40

1 year ago

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

39

8 months ago

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

39

1 month ago

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

38

1 year ago

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

37

9 months 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.

37

1 month 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.

36

1 year ago

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

35

10 months 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.

35

26 days 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.

35

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.

34

6 months ago

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

34

1 year ago

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

33

9 months 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.

33

4 months ago

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

32

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.

31

5 months ago

A financial advisor for small businesses and individuals.

30

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.

28

1 month ago

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

27

6 months ago

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

26

5 months ago

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

26

2 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.

26

2 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.

25

6 months 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.

25

2 years ago

Idea: A data-driven advisory service for venture capitalists

19

2 years ago

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

-1

💡 Ideas AI

Ideas on this page are 100% generated by OpenAI's GPT-3, an artifically intelligent deep learning model, without human involvement, and trained by you and 1,559,720+ other people who liked or disliked ideas. How it works

Advisor Startup Ideas

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

A web-based platform for financial advisors to manage clients

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

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.

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.

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

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

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

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

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.

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)

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.

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

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

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

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.

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

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

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.

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

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

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.

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

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

A tool that puts a financial advisor in your pocket.

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.

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

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.

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

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

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.

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.

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

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

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.

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.

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.

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

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

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

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.

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

Builds hardware for products like robo-advisors.

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

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

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

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

A robo-advisor for financial advice.

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.

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.

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

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

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

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

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

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

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

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.

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.

A robo-advisor meant to optimize retirement savings

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

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

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

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.

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.

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

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

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

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.

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.

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

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

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

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

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

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

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.