Onesta

Your financial advisor brand starts here.

Client reviews, authentic storytelling, performance marketing, and genuine social connection help you stand out to investors.

Who is Onesta built for?

Busy People Seeking a Better Way

With over 400,000 options, finding a smart and honest financial advisor is no easy task. Our goal is to make this process a bit less overwhelming.

We are building a marketplace for investors to discover, research, compare, and find genuine connection with financial advisors. 

Sincere Advisors Looking to Stand Out 

Not all financial advisors are built equally. And before now, it was impossible for good advisors to stand out (reviews were illegal).

We are building tools that enable good advisors to showcase their strengths, and systems that allow investors to flag scammy advisors. 

Why now?
SEC Adopts Modernized Marketing Rule for Investment Advisers

The New Advisor Marketing Law goes into full effect November 2022. The new rule enables: 

Step 1: 

Take Control of Your Listing 

Customize your details, add services, upload content, respond to FAQs, and more to show investors what makes you special.

We've streamlined the process for you (and your firm) to collect SEC compliant reviews from current or past clients. 

Step 3: 

Upload Portfolio Performance 

Promote your top performing portfolios. This is the first thing new investors look for when searching for advisors.

Our in-app, anonymous, and secured chat lets investors feel comfortable reaching out without the fear of being solicited later.

Step 5: 

Connect your Calendar

Once both parties credentials have been confirmed, investors can schedule introductory meetings with just a few clicks

Be sure that everyone looking for you online will find a profile complete with content, reviews, and more.

Sign Up for Early Access

info@onestafinance.com