Onesta
Discover advisors equipped with an intelligent assistant.
OVERVIEW
Onesta is a platform that assists individuals in finding the most suitable financial advisor based on their specific needs and preferences. It utilizes client reviews and other factors to ensure the best match. Onesta offers a robust search engine that allows users to filter advisors based on various criteria, including fee-only, fiduciary, robo advisor, CFA, CPA, and retirement planning expertise. To enhance user experience, OnestaBot, an AI-powered assistant, is available to provide educational resources and answer finance-related queries. Moreover, Onesta conducts thorough background checks and reviews of advisors by collecting and analyzing SEC registration data, such as form ADV. Advisors can also manage their profiles on the platform, providing personal information to help users make informed decisions. Additionally, Onesta offers valuable resources for investors, including a list of essential questions to ask when meeting an advisor and guidance on managing a financial windfall.
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