Financial News

Advisor.com, WSJ Buy Side Enter Strategic Business Partnership to Expand Access to Financial Advice

Advisor Network includes Creative Planning, Edelman Financial, Empower, Pure Financial and Vanguard

Advisor.com, the fast-growing platform transforming how individuals discover and receive financial advice, announces a strategic business partnership with WSJ Buy Side, The Wall Street Journal’s commerce site delivering informed, unbiased reviews to help readers make smart decisions about how to spend, save and grow their money.

Advisor.com’s partnership with WSJ Buy Side helps connect WSJ readers with fiduciary advisors. Under the program, the WSJ Buy Side editorial team delivers independent reviews and recommendations of financial products and services to readers. Advisor.com then helps WSJ Buy Side monetize some of these reviews and recommendations, which are created independently of Advisor.com and all other commercial partners.

  • Advisor.com’s AI-powered advisor-matching technology pairs investors with vetted fiduciary advisors based on their unique investment goals and preferences. This includes market leading firms Creative Planning, Edelman Financial Engines, Empower, Pure Financial and Vanguard.
  • The company’s platform rigorously vets advisors based on factors such as regulatory history, assets under management, client ratios, and third-party reviews.
  • Earlier this month, Advisor.com announced a $9 million seed round led by Walkabout Ventures, with participation from Long Ridge Private Equity Partners Founder and Managing Partner Jim Brown. The company plans to leverage the investment to grow its marketplace by accelerating customer acquisition, enhancing its AI-powered advisor-matching technology, and expanding its network of top-tier advisors.

Advisor.com founder Hunter Stunzi said, “We’re proud to be a WSJ Buy Side partner, aligning our innovative company with one of the leading brands in finance as we advance our mission to connect thoughtful investors with fiduciary financial advisors.”

About Advisor.com

Headquartered in Charleston, S.C., Advisor.com is a marketplace connecting thoughtful investors with fiduciary financial advisors. The company also operates Advisor Wealth Management (AWM), a rapidly growing RIA that helps households bridge the advice gap by combining the power of AI with the personal touch of human advisors.

Note: WSJ reader information is kept strictly confidential, and users are under no obligation to engage with any advisor.

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