Trying to find a financial planner can be like online dating. It might seem like an odd comparison, but there are many surprising similarities between the two. GuideVine and our CEO, Raghav Sharma, were featured in GOBankingRates' recent article exploring this connection.
In just two months, over one million consumers seeking answers to common personal finance questions have been reached by GuideVine's Summer Scoop 2015 financial literacy campaign.
The story of New York-based start-up GuideVine—something of a Match.com for financial advice—goes like this: first came love, then came marriage, then came a frustrating search for a financial advisor.
Recognizing the increasing number of investors who look for a financial advisor online, Fidelity Institutional announced a strategic alliance with GuideVine, an online platform which gives advisors the opportunity to showcase their practice to potential clients.
ThinkAdvisor's featured coverage of GuideVine's strategic alliance with Fidelity Institutional discusses how it can help financial advisors looking to increase their digital marketing prowess, as well as highlighting aspects of the investor experience.
GuideVine was featured on MSN Money as a great way to find a fee-only financial advisor, especially for people in their 50s looking to build to retirement.
GuideVine's CEO, Raghav Sharma, discusses GuideVine's mission to help people find the right financial advice for them, with WNJC Philadelphia's Brian Greenberg. Live from In|Vest 2015 in New York. Originally broadcast on June 18th, 2015.
With the launch of GuideVine, and its Founders Club, in the state of Florida, now consumers can take advantage of our matching service to find local, Florida advisors that fit their individual needs.
In this article, GuideVine's CEO Raghav Sharma gives his take on the media's obsession with "killing" industries, and how a successful startup instead should aim to modernize industries, up the game of current players, and fundamentally improve customer experiences.
Watch GuideVine's CEO, Raghav Sharma, discuss how we help consumers and investors looking for financial advice connect with the right advisor for them, live from New York TechDay, with BreakBox TV.
Watch GuideVine's CEO, Raghav Sharma, discuss how we help consumers and investors looking for financial advice connect with the right advisor for them, with Bloomberg TV's Pimm Fox, on "Taking Stock"
Tax season is here and there is often more to figure out beyond what you owe. As people dig in to their taxes, they often realize that either their financial situation has become increasingly complex, or they missed opportunities to reduce their taxes last year. GuideVine can help. Tax season Read more…
GuideVine is featured in this article about how to find the right financial advisor with the help of a matching service. Lee Carter, a partner at the New York City-based messaging and branding firm Maslansky + Partners, recently used a dating site to try and find that someone special who Read more…
GuideVine’s Olivia Hamilton suggests questions you should ask yourself to help develop a healthy relationship with your financial self. Mandy Len Catron’s recent essay in The New York Times, “To Fall in Love With Anyone, Do This,” got me thinking: What deserves love, but is the hardest thing to fall Read more…
GuideVine CEO Raghav Sharma is interviewed in this publication for financial advisors. He talks about how being able to see and hear from prospective advisors virtually can help consumers determine whether to pursue in-person meetings. The idea for Raghav Sharma’s GuideVine came from newly married friends who shopped fruitlessly for a Read more…
GuideVine announced the launch of its YouTube channel and the “Ask an Advisor” feature, to help consumers quickly, and easily, get answers to their financial questions. GuideVine Technologies, Inc. (GuideVine), today announced the launch of its YouTube channel and an “Ask an Advisor” feature, to help consumers quickly, and easily, get answers Read more…
GuideVine was featured on Investopedia as an innovative way to find the financial advisor "of your dreams", with our emphasis on matching and videos.
Online directories work for advisers. Lots of advisers pay to be included in online directories of advisers, even if the referrals sometimes aren’t qualified. “It’s not a fire hose of prospects, but we think it’s worthwhile,” New York-based adviser David Edwards tells Financial Advisor IQ. He uses Paladin Registry, which Read more…
Most financial advisors use one or two online directories as part of their marketing arsenal alongside other, more expensive prospecting options. And with innovative newcomers [such as GuideVine] entering the listing business, advisors can choose a directory that fits their style. Advisors have a love-hate relationship with the online directories Read more…
GuideVine started operations in San Francisco (after a successful New York launch in March 2014) including its video introductions to advisers that best match an online consumer’s profile. GuideVine, a technology startup that wants to connect advisers with consumers seeking financial advice, started operations on Thursday in San Francisco after Read more…