Advisor Match Platform, Powered by AI

An Opportunity Marketplace for Financial Advisors and Firms



Automate Your Due Diligence Process

  • Whether you're an Advisor or Firm, set your desired search criteria based on what's important for you.
  • Let our Advisor Match technology automatically find matches based on your criteria and score them based on fit.
  • Once you have matches, an Advisor or Firm can request a connection. Your personal details stay private until the request is accepted.
  • After you accept a request, you can communicate directly on the platform. You are able to Opt-Out of a connection at any time - no obligations.
  • When you find the perfect fit, FA Match will work with you to negotiate a deal that is best for the Advisor, Firm and the Advisor's clients.

Gain Valuable Compatibility Insights

  • Have clear visibility to your matches and adjust your search criteria to narrow in on the perfect fit.
  • Review your pending connection requests and follow up with a click of a button.
  • See your accepted connections and navigate the recruiting process with ease.
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