USA –
LONGMEADOW, MA, FA Match, the wealth management industry's only data-driven solution for advisor recruiting, has announced a $1 million pre-seed funding round.
The round includes investments from Ron Carson of Carson Group, Jason Wenk, founder of FormulaFolios and Altruist, Brian McLaughlin of Redtail Technology, and Steve Lockshin of AdvicePeriod and Vanilla.
FA Match is the industry's only data-driven solution for advisor recruiting. A digital-hybrid recruiting platform, FA Match connects experienced advisors with financial services firms who are equipped to help them thrive. The platform's Advisor MatchTM technology helps clients focus on the criteria that actually matter to long-term success, and the team's 20+ years of recruitment expertise enables FA Match to oversee matches on the basis of mutual compatibility.
FA Match is in it for the advisor, period. That means there are no outside conflicts of interest, it is completely discreet, and advisors and firms are never surprised with hidden fees.
FA Match
