Online publisher of Financial Advisor data, editorial content, directories and rankings. AIQ helps investors find Advisors and vice versa.
Data and content business with expertise in retail financial advisor (“FA”) vertical. First product is directory of nation’s 2 million FAs, and we achieved breakeven in 20 months. Extension product, AdviceIQ, best described as “Morningstar for FAs.” AdviceIQ promotes advisor profiles to millions of prospects, while giving their firms’ compliance full control. AdviceIQ also certifies that member advisors are complaint-free with all regulators.