Finom is an online platform that enables users to find and hire investment advisors suiting their specific financial circumstances, investment goals, and interpersonal preferences. All the profiles listed on the platform are screened based on the users’ specific investment profiles and preferences. It also enables users to see how their investments would have performed under each advisor’s management.
PRODUCTS & SERVICES:
Tax advisory; estate planning;
retirement plan management; insurance provision; legal advice; accounting and tax preparation; investment banking; corporate advisory; and private capital provision.
Helps individuals to find, meet, and hire the best investment adviser for specific financial circumstances, investment goals, and interpersonal preferences.
Viewable by subscribers only
Transparency and institutional rigor to the adviser search and selection process and objective, personalized, data-driven.