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Advisor Startup Ideas

4 years ago

A robo-advisor for people who want to invest in cryptocurrency.

328

2 years ago

A startup that provides a “smart AI-powered, real-time investment advisor for everyday people”.

247

5 years ago

A web-based platform for financial advisors to manage clients

241

2 years ago

A platform which helps people build and manage a relationship with a financial advisor.

207

4 years ago

An online tool for financial advising, allowing consumers to see their advisor’s track record and compare it to their peers.

206

5 years ago

For those who can’t afford to pay for a full-time financial advisor, this startup offers hourly advice via phone or video.

197

4 years ago

A mobile game that teaches you how to invest with a real-time, AI-powered advisor that gives you advice on what stocks to buy.

188

3 years ago

A platform for a new class of financial advisors, or robo-advisors, that uses machine learning to manage people’s money.

171

5 years ago

A company that sells an AI-powered financial advisor to help people save for retirement. The company says it has had more than $30 million in AUM.

166

3 years ago 1 views

This startup is building an AI-powered role playing game, “The Sims” for financial advisors.

159

5 years ago

A startup that makes a “personalized financial advisor” out of your phone.

158

5 years ago

A platform for financial advisors to manage their clients’ investments. The platform is intended to help advisors avoid mistakes often made by new advisors, and set up automatic investment reports.

157

5 years ago

This startup wants to use its data to help people decide where to vacation, and where to live. It’s a bit like other startup like TripAdvisor — but it’s also a concierge service that wants to help show people the best places to vacation and live.

157

5 years ago

A startup that helps advisors make their clients’ portfolios work for them.

156

4 years ago

A platform that provides personal finance advice in the form of an AI-powered personal financial advisor. The startup is currently in private beta.

154

5 years ago

A startup for financial advisors to offer financial planning services to businesses, taking a commission on the fee. For instance, the advisor might charge $150 to help a company with a financial budget.

152

5 years ago

A fintech startup that wants to make it easier for financial advisors to do their job better.

152

5 years ago

A startup that is a directory of places to go on vacation and where you can do activities (IE A startup like TripAdvisor but for all sorts of activities)

150

5 years ago

An AI-powered financial advisory platform that helps people make better financial decisions.

150

5 years ago

A startup that is refining the way financial advisors do their work, letting them adjust to the needs of their clients.

147

3 years ago

A provider of AI-driven software for financial advisors to manage client portfolios.

147

5 years ago

A software for financial advisors that helps them fish out bad investments and clients that are taking too much risk.

146

5 years ago

A web-based dashboard for financial advisors to access real-time data and get instant notifications when something is wrong.

145

5 years ago

A social network for financial advisors, aimed to help them find new clients and provide timely advice.

145

5 years ago

A tool for financial advisors that brings together data to help them make more informed financial decisions. It was launched as a beta in October.

145

5 years ago

A platform that allows financial advisors to provide their clients with a mobile app that helps them save more money. The startup has raised $1.5 million in seed funding.

142

5 years ago

A product that helps financial advisors create discounted and flexible investment plans for clients.

141

4 years ago

A startup that hopes to replace the need for human financial advisors with an AI-powered automated wealth manager.

140

5 years ago

A startup that aims to help financial advisors in the US give advice to clients who are buying fixed-income investments. The startup is backed by the venture arm of Goldman Sachs.

139

3 years ago

A startup that’s developing a product for financial advisors and wealth managers to manage their client’s investments.

137

4 years ago

A tool that puts a financial advisor in your pocket.

136

5 years ago

A chatbot that allows you to schedule calls with financial advisors at your convenience.

134

5 years ago

A robo-advisor that focuses on people with complex portfolio needs

126

5 years ago

A startup that aims to create a new type of financial advisor – one that connects you with a financial advisor and a financial product provider that can help you get the best deal possible.

117

5 years ago

A company that makes a smartphone app that is essentially a robo-advisor. The startup will use data from the app to make recommendations for the user.

113

5 years ago

A startup that helps people create and host a one-on-one relationship with advisors.

108

5 years ago

A startup that is building a network of independent financial advisors who will work with people to get them the best insurance rates available.

106

4 years ago

A subscription-based service for managing and sharing your money. The company is building a service for people who want a personalized, financial dashboard, but don’t want to pay the hefty $200 per month that a traditional financial advisor charges.

106

5 years ago

This company is building a platform that helps people manage and grow their wealth for retirement. It’s a robo-advisor that works with both individual investors and large investment funds.

105

4 years ago

A web-based tool to help people plan their financial goals. It’s especially useful for people without an advisor, and uses machine learning to predict where individuals are on the financial spectrum.

105

3 years ago

A company that offers a platform that helps Financial Advisors keep track of their clients’ portfolios, helping them get paid.

104

3 years ago

A digital financial advisor for individuals with no bank account or credit history, using a digital model that connects individuals with lenders and leads to loans for people with low credit scores.

102

4 years ago

A cloud-based accounting system (and financial advisor) which works across all sorts of small businesses: doctors, dentists, plumbers, lawyers, etc.

100

2 years ago

A startup looking to help Indian businesses raise capital from US investors and US investors from India. It provides legal, financial advisory and consulting services.

97

3 years ago

A startup that wants to use technology to help consumers find a great financial advisor. It’s a SaaS-based platform that helps consumers find a financial adviser through a series of questions.

96

4 years ago

According to its founders, this startup wants to be “the first social network to build a community of financial advisors”, helping advisors find clients.

91

4 years ago

A financial advisor that allows you to use an app to pay bills and set up automatic withdrawals.

91

4 years ago

Builds hardware for products like robo-advisors.

91

4 years ago

A mobile and web-based intelligence platform for financial advisors and those doing financial planning.

89

4 years ago

A platform that aims to help financial advisors manage their clients’ accounts more efficiently.

89

4 years ago

A robo-advisor that ties into investment accounts and advisors to manage investment portfolios.

88

4 years ago

This startup is building a platform that connects people who want to enter the IRS’ EITC program with tax preparers. The startup, which was founded by former EITC advisor Amanda Nalley, has already been used by tens of thousands of people to qualify for the tax credit.

88

4 years ago

This startup wants to bring the idea of a “robo-advisor” to retirement planning.

88

5 years ago

Cofounder of the company, a former financial industry analyst, began researching the fintech industry in 2017. She found a dearth of female founders in the space. In her startup’s pitch deck, she highlights several female founders as part of the company’s advisory board.

85

4 years ago

A platform that helps advisors, wealth managers, and family offices sell financial planning services to clients.

85

4 years ago

This startup is building a way of getting more people involved in investing. Think about it as putting a more accessible and polite version of robo-advisors front and center.

84

3 years ago

A digital platform for managing stock, to help small investors manage their portfolios without the need for a full-time investment advisor. The system relies on the investor’s existing investment account at the broker.

82

4 years ago

A robo-advisor for financial advice.

81

4 years ago

The startup wants to be the first to bring a product to market that helps prevent boil water advisories by automatically alerting people about problems in their water supply.

80

3 years ago

A digital financial advisor whose goal is to help people learn how to invest like a professional, including personalized portfolio management.

80

4 years ago

A “social financial advisor” that helps people with retirement planning and wealth management.

78

4 years ago

A company that brings data science to financial advisors to help them more effectively manage their clients’ portfolios.

78

4 years ago

A startup that will help customers develop financial plans, at no cost, and then help them get access to an advisor or broker.

78

4 years ago

A robo-advisor that helps you invest in your own 401(k) plan.

78

3 years ago

A platform that helps people find the right advisors for their personal needs. It’s currently in private beta

77

4 years ago

A platform that helps financial institutions, including banks and credit unions, provide services like checking accounts and loans. These services are typically offered by financial advisors and brokers.

75

4 years ago

A robo-advisor meant to optimize retirement savings

72

4 years ago

A startup that builds software for financial advisors to give them visibility into how their clients are doing.

72

4 years ago

A global fintech company that provides a way for emerging markets to get loans from traditional banks. The startup has pulled in big names including Bill Clinton, who has joined its advisory board.

69

3 years ago

A way to cash out of a 401k or IRA without paying a fortune to a fee-laden financial advisor.

69

3 years ago

A startup for financial advisors to get investment advice to clients, and for clients to get advice on portfolios and investment strategies.

69

2 years ago

A startup that will be a network of financial advisors, helping people save for retirement, health insurance, and other financial goals.

68

3 years ago

A robo-advisor that helps advisors recommend the best investment vehicles for clients, based on the client’s age, risk tolerance and goals.

67

4 years ago

A software company that creates tools for financial advisors, helping them make their own tools and integrate them with their clients’ systems.

63

3 years ago

A tech-enabled financial advisor, allowing customers to communicate with their advisor via email, text, chat, and phone. The startup is a spin-out from the University of Texas and is currently focused on the US market.

63

4 years ago

A startup that brings financial advisor services to the remote workforce, giving workers access to virtual advisors 24/7.

62

3 years ago

The founder of the company, a guy named John, started coding Windows in the 1990s, and has since been working with Microsoft as a technical advisor. He’s now building a new social media platform that aggregates all the social media sites from around the world into one place, with the goal of creating a single, unified platform for social media for the world.

62

3 years ago

A hybrid platform that combines the benefits of a traditional investment advisor with the power of a robo advisor.

61

4 years ago

A platform that helps users manage their personal finances by connecting them with financial advisors, and then helping the advisors get paid.

60

4 years ago

A platform for investing that works as a resource for financial advisors, showing them how to invest in things like individual stocks, ETFs and 401(k) plans.

60

4 years ago

This company builds a software tool that helps financial advisors manage their clients’ portfolios. It’s for financial advisors who want to do more with their clients’ portfolios without the need to learn new software.

60

2 years ago

A platform for financing investments in early-stage startups with loans, equity, and advisory services.

60

3 years ago

A platform that makes it easy for advisors to identify and attract clients and build those relationships, with a mobile app that combines a customer’s LinkedIn profile with their investment needs.

59

3 years ago

A small-scale robo-advisor for short savings plans. The startup is aiming to make it easier for small investors to save for retirement.

59

2 years ago

A web platform that connects people with the right kind of financial advisor

59

4 years ago

A robo-advisory startup that wants to help advisors get the right investments for their clients.

58

3 years ago

WorkWeek is a robo-advisor for freelancers, offering asset management and tax services for small business owners.

56

3 years ago

A financial advisor’s software that automates trading and market analysis.

56

3 years ago

A startup that provides a financial advisor service for freelancers and employees, which allows them to manage their own investments, doing their own research and managing their own portfolio, in exchange for a small commission.

55

4 years ago

A startup that acts as a personal finance advisor for your grandparents, helping them make informed decisions about money and retirement

54

2 years ago

A leaders-app for team members, meant to make it easier to stay connected to the people who make them great. They have an existing startup that they’ve been working with for over a year, and they’re currently in talks with YC as a potential advisor.

54

2 years ago

A personalized investment service for teens that connects them to independent financial advisors offering advice, education and guidance.

54

3 years ago

A robo-advisor for youngsters to help them save for an education.

53

3 years ago

A financial advisor for small businesses and individuals.

52

4 years ago

A startup that connects financial advisory firms with retiree customers with assets.

51

3 years ago

A startup for businesses seeking to grow internationally. Companies can connect with a team of remote advisors who help with finance, legal, and operational concerns.

51

3 years ago

The startup is building an artificial intelligence assistant for financial advisors.

51

3 years ago

A company that helps individuals and businesses track their spending habits to make better, more informed financial decisions. The startup is a spin-off of the world’s largest robo-advisor firm, Betterment, and previously worked on a consumer-focused app.

51

4 years ago

A platform that offers a robo-advisor that works with traditional and digital portfolios, allowing investors to access the same investments through both.

49

3 years ago

Smart contracts are used to provide transparency and facilitate trust in complex transactions. CoinAdvisor is a startup that provides advice on how to choose and use smart contracts, and has developed a library of smart contracts to help developers in the ecosystem. It’s aiming at companies that need help on legal or regulatory compliance, or who have to deal with copyrights, trademarks, and patents.

49

2 years ago

This startup is in the business of helping people manage their portfolio, regardless of whether they're investing on their own or through a financial advisor.

49

4 years ago

A startup that wants to reinvent the way financial advisors do marketing. It wants to build an AI-powered system that empowers advisors to create personalized content for their clients, based on their data. The company says this will help advisors find new clients, and increase the ROI on their existing ones.

46

3 years ago

A SaaS platform that helps advisors manage their client relationships and personalize information based on their clients.

46

3 years ago

This startup wants to help Americans in their retirement savings by giving them an online investment platform they can use to invest in index funds and ETFs. The company wants to be a “tech-enabled advisor” that can help people better manage their investments.

45

5 years ago

Idea: A data-driven advisory service for venture capitalists

44

3 years ago

The startup is building a personal financial advisor’s dashboard for clients.

44

2 years ago

A “social network for financial advisors” that ties into brokerage accounts to give financial advisors a tool to connect with clients and prospects. The startup is also working on a social network for financial advisors called "The Advisor Network".

43

3 years ago

A digital financial advisor that serves as a personal financial advisor, personal banker, and a private banker. The startup wants to leverage the internet to help people make good personal financial decisions and manage their savings, investment portfolios, and retirement.

42

5 years ago

Idea: A tool for financial advisors to help them build stronger relationships with clients. The startup helps advisors keep track of how they’re spending time with clients and helps with communication like text messages and phone calls.

39

2 years ago

A customized tool for financial advisors for managing their clients’ investments, which helps advisors plan for retirement.

37

2 years ago

A robo-advisor for your savings, with a 3% minimum investment minimum. They also offer a 10% trade-in bonus for different kinds of credit cards.

36

2 years ago

A startup for managing your money, built from the ground up by a financial advisor.

36

2 years ago

This startup is building a system that allows auto mechanics to serve as service advisors via text messaging and app, so customers don’t have to drive to a shop and wait to be seen. The company is currently working on an iOS app and is considering an Android version.

35

2 years ago

A platform for retail investors that helps them track stocks and exchange-traded funds. The company is working on a new product for financial advisors to be able to request and track rebalancing orders on their behalf.

33

2 years ago

Fintech startup that wants to combine the power of AI and Big Data with a human touch to help financial advisors make better financial decisions for their clients.

32

2 years ago

Advisor’s pizzas have a 1:1 ratio of cheese and sauce. They’re made with fresh dough, and the ingredients are — in most cases — all sourced from local farmers.

32

3 years ago

The startup is working on a $30 per month automated savings plan that automatically invests in a wide range of products including stocks, bonds, mutual funds, ETFs, and even cryptocurrencies. The plan can invest in multiple portfolios, and is managed by a human advisor.

29

2 years ago

A financial advisor who helps people invest in cryptocurrency. He’s also a cryptocurrency trader, which is what got him interested in crypto in the first place.

27

2 years ago

A platform that is designed to help companies accelerate their innovation strategy by working with a community of over 100,000 advisors and experts.

26

2 years ago

A startup that allows you to take a picture of your restaurant receipt and upload it to the web for a listing on TripAdvisor, Yelp, and similar listings.

25

2 years ago

A startup that aims to be a one-stop-shop for real estate advisors, helping them find new clients, manage their existing ones, and make money on the side.

23

2 years ago

A digital advisor for financial planning and wealth management.

23

2 years ago

A robo-advisor based on machine learning techniques, meant to help people manage their personal finances, with AI-powered algorithms that recommend best-fit financial products.

22

2 years ago

A company that builds a platform for financial advisors to create and manage their own personal financial portfolios, automating the process so they can spend more time with clients.

22

2 years ago

A “trusted advisor” for insurance companies who help determine what care costs should be and how much it should be covered.

21

2 years ago

A software company that helps people plan, manage, and grow their travel. The startup aims to be the TripAdvisor for travel.

17

2 years ago

A startup that wants to take on the role of an advisor in helping small businesses and professionals better grow their brands — including through creating branded content.

16

2 years ago

A self-serve platform for travel, hotels, and restaurants, with a travel advisor and concierge service.

16

2 years ago

A startup working to make health insurance more personable, helping individuals get in touch with a health care advisor for a personalized quote. It’s a long-awaited product from the company that was first founded in 2010.

15

2 years ago

Builds financial advisory software for SMEs in the US by using behavioral insights on data collected from the S&P 500 to filter and identify companies that are under-performing their peers.

14

2 years ago

A visual, collaborative, multichannel collaboration tool for teams. The startup has been working with over 30 companies, including a Latin American bank, a financial advisor, and a chemical manufacturing company.

13

2 years ago

A tool to help businesses aggregate customer reviews on TripAdvisor, Yelp, Google, and Facebook, and then turn those reviews into ratings and feedback reports.

11

2 years ago

A new robo-advisor for millennials, aimed at helping them build a portfolio of investments and money-management skills. The company says it will also help people learn more about investing. The company’s first fund, called the “Gen Y Fund”, launched in summer of 2019.

10

5 years ago

Idea: A B2B company that helps lawyers, financial advisors, and other financial service professionals market themselves via their social media pages.

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