Advisor Vetting
Structured onboarding, profile completion, compliance-friendly intake, and approval workflows.
Advisoredly Platform
Match qualified investors with vetted advisors in a premium conversion-focused experience.
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Required Deposit
$2,500
Monthly Platform Fee
$100
Client Win Fee
$900
Automated Matching
Route investor requests to the right advisors based on specialties, geography, account size, and status.
Wallet Billing
Support deposit balances, monthly platform deductions, success-fee deductions, and top-ups.
How It Works
A cleaner front end for every stage of the marketplace.
01
Client submits intake
Capture goals, amount, location, and preferences through a polished intake experience.
02
Advisors are matched
Qualified, funded advisors can see and act on matched leads in the dashboard.
03
Revenue automates
The platform records confirmations, deducts fees, and keeps the advisor wallet current.