GuideVine’s mission is to help people find the right financial advisor. Traditionally, the search for a financial professional means asking for word-of-mouth referrals, relying on brand name firms and cutting through jargon. It's a time consuming, hit-or-miss, and unreliable method for finding the right financial advisor.
GuideVine represents the new way to find a financial advisor. Convenient. Unbiased. Trustworthy. With a nationwide network of pre-screened, fiduciary advisors consumers can quickly find professionals best suited for their particular needs. They can then narrow down potential choices by "virtually interviewing" them - watching advisor videos and going through detailed profiles.
GuideVine offers three methods for finding a financial advisor: investors can browse advisor profiles at their leisure, use the platform’s questionnaire and matching algorithm to find matched advisors, or they can book a GuideVine Concierge, a free offering where members of the GuideVine team walk them through the process of finding a financial advisor on the platform.
The GuideVine Story
In 2012, one of our co-founders happily got married. As he and his wife envisioned their future together they realized it was the right time to find a financial advisor.
Yet what followed was all too common: a series of awkward and unproductive meetings. GuideVine was born out of this personal experience with a mission to be the best place to find a financial advisor.
GuideVine by the Numbers
Founded in NYC
YoY traffic growth
Advisor video views
Summer Scoop views
The GuideVine Advisor
- Fiduciary, with additional GuideVine requirements for experience, size, and regulatory history
- 18 years of experience
- $148 million AuM
The GuideVine Consumer
- Looking for financial planning, wealth management, and retirement planning
- 35+, typically married with kids
- 40% high net worth, 50% mass-affluent
2013GuideVine founded in NYC
2014Expanded to SF, LA, Philadelphia, and Florida
Featured in the Wall Street Journal and Investment News
2015GuideVine CEO Raghav Sharma featured in TechCrunch and interviewed on Bloomberg TV, CNBC Closing Bell, and Fox Business
Launched Summer Scoop Financial Literacy video series on YouTube
Launched partnership with FIWS
2016GuideVine philanthropy program donates $100 per advisor engagement for charities
Nationwide expansion complete
Partnerships with NAPFA and Investopedia announced
GuideVine featured on Good Morning America as "the best place to find a financial advisor"