Onesta

Find advisors with intelligent assistant.

Onesta is a financial advisor search platform designed to help people find the best financial advisor to meet their needs and wants, based on client reviews and more. Onesta provides a powerful search engine to filter advisors by fee-only, fiduciary, robo advisor, CFA, CPA, retirement planning and more. Onesta also provides an AI-powered assistant, OnestaBot, to provide educational material and answer questions related to finance. Additionally, Onesta collects and processes SEC registration data for advisors, such as form ADV, to provide detailed background checks and reviews of advisors. Onesta also provides a platform for advisors to manage their profiles and provide personal information to help people get to know them before making a decision. Finally, Onesta provides resources for investors, such as a list of the top 13 questions to ask when meeting an advisor and advice on how to manage a financial windfall.

Ai Promptly
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Featured on May 21, 2022

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