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