Onesta is a financial advisor search platform that enables users to easily find the best advisor tailored to their needs. Some of its key features and advantages include:
- Powerful search engine: It allows users to filter advisors based on criteria such as fee-only, fiduciary, robo-advisor, CFA, CPA, retirement planning, and more.
- AI-powered assistant: OnestaBot is an AI-powered assistant that provides educational material and answers finance-related questions.
- Detailed background checks: It processes SEC registration data for advisors, such as form ADV, to provide users with thorough reviews.
- Advisor profile management: It allows advisors to manage their profiles, including sharing their personal information with potential clients.
- Investor resources: It offers resources such as a list of top questions to ask advisors and advice on managing financial windfalls.
Onesta caters to a wide range of individuals, such as:
- Investors who are looking for the best financial advisor to meet their specific needs.
- Financial advisors who want to showcase their expertise and connect with potential clients.
- Individuals who are in need of financial guidance and resources to make informed decisions.
Overall, Onesta is a powerful financial advisor search platform that can help users find the right advisor and make informed financial decisions.
