This article showcases our top picks for the best Pennsylvania based Fintech (Financial Technology) companies. These startups and companies are taking a variety of approaches to innovating the Fintech (Financial Technology) industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovative ideas
- Innovative route to market
- Innovative product
- Exceptional growth
- Exceptional growth strategy
- Societal impact
Top Pennsylvania Fintech (Financial Technology) Companies
iraLogix, an advanced, institutional IRA record-keeping and trading technology offering web-based institutional IRA record-keeping services. By providing the industry’s only end-to-end, fully paperless system, they allow their clients to provide high-quality IRA products that offer seamless access to professional advice, education, and institutionally priced investments regardless of account size.
iraLogix was founded in 2015 and is headquartered in Pittsburgh, Pennsylvania, United States.. .
InstaMed powers a better healthcare payment experience on one platform that connects consumers, providers, and payers for every healthcare payment transaction. InstaMed’s patented, private cloud-based technology securely transforms healthcare payments by driving electronic transactions, moving money, and healthcare data seamlessly, and improving consumer satisfaction.
It was formed in 2004 and headquartered in Philadelphia, Pennsylvania.. .
Houwzer is a next-generation real estate brokerage and home services company built around the customer. Their full-service, salaried agents and loan officers help homeowners save when they sell and trust when they buy.
Houwzer’s proprietary technology is an end-to-end platform that streamlines the entire transaction from consultation to closing with an integrated one-stop shopping experience. The company employs seller and buyer agent specialists, who receive salaries instead of commissions, allowing them to focus on service, not just sales.
Houwzer has maintained an industry-leading Net Promoter Score of 79.4 and an average rating of 4.9 out of 5 stars from hundreds of client reviews online. Since launching in 2015, Houwzer has saved home sellers in the Mid-Atlantic region millions and helped clients buy or sell thousands of homes worth hundreds of millions..
RenoFi Loans use the after renovation value instead of your home’s current value, enabling you to borrow the most money at the lowest rates. RenoFi is not a lender, rather we’ve partnered with lenders who offer RenoFi Loans.
These lenders leverage RenoFi’s technology platform to seamlessly offer RenoFi Loans.. .
BizEquity LLC was founded and launched in 2011 to empower small business owners with tools and information to help determine the estimated value of their businesses. BizEquity exists to help business owners answer the most important question facing their business – “What is my business worth?”.
BizEquity is a better, cheaper and faster way to obtain business valuation estimates. Our simple 7-step online process delivers a thorough 16-page business valuation report in a fraction of the time and for a fraction of the cost of traditional offline methods.
Users receive four different valuation estimates and the detailed 16-page report rich with financial metrics, insightful market comparisons, and observations about the company’s overall health and potential. Our cloud-based valuation engine was originally conceived and constructed by a leading financial institution.
Today’s management comprising experts in accounting, finance and technology, has invested further (including over 50 patent and invention filings) to deliver this elegant yet powerful online tool.. .
Savana is a software company building financial software solutions for fintech companies. The company’s solution allows financial institutions to modernize their siloed and dated systems with minimal disruption, less development time, and reduced costs.
The omnichannel customer and account servicing solution helps financial institution serve their customers better, offering a unified digital experience while creating operational efficiencies through automation of processes. Savana “nGage” Platform is the common core of all nGage financial software solutions.
The nGage solutions suite provides a transformational technology platform for banks and mortgage lenders that wish to add efficiency, volume, and profitability to their operations. Its process management capabilities make it a flexible tool that is configurable to meet the individual needs of Savana’s banking, payments, and mortgage customers..
InvestEdge partners with progressive leaders of investment firms who advise and serve prosperous individuals and families. Their sole focus is the delivery of innovative thinking and proven wealth management technology to help you grow your business and deliver the ultimate client experience.
Today, dozens of the world’s leading advisors rely on InvestEdge for managing, measuring and reporting on the assets of high net worth and ultra-high net worth clients. Their talented, knowledgeable and dedicated team-combined with their patented wealth management solutions-enables you to focus on what matters most: Building stronger, deeper and more profitable relationships with your clients.
Since inception in 2000, InvestEdge has steadily grown into the premier provider of wealth management solutions by helping firms:. .
Fi360 is a fiduciary technology and training company helping financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors.
Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX.
Learn more at www.Fi360.com, via Twitter, or on LinkedIn.. .
FamaCash is an independent, technology-rich Money Transfer Platform. As a mobile and open digital payments marketplace, we will give customers and merchants the flexibility to use multiple services from one company.
FamaCash provides products for all components of the payments ecosystem, including local and international money transfer, airtime recharge, bill payment, savings and emergency accounts, cash advances, gift cards, deals, coupons. As well as merchant processing and big data services—all from one, easy to use, private label and white label solution..
Susquehanna International Group (SIG)
Since its inception in 1987, the Susquehanna International Group of Companies (SIG)* has grown from a trading firm on the Philadelphia Stock Exchange to one of the largest privately held financial institutions in the world. With more than 1,500 employees worldwide, SIG sits at the helm of the latest trends and developments in trading and market making, institutional sales, research, private equity, venture capital, and investment banking.
SIG has offices across North America, Europe, Asia, and Australia. SIG distinguishes itself through its global market presence, capital commitment, and its grasp of trading dynamics.
It excels at decision theory and implementing sophisticated pricing probability models. Their distinction lies in their approach to problem solving – a process guided by the tenets of decision theory and probability.
Every choice they make, whether it is developing a new business line, executing a particularly challenging transaction, or bringing new members of the SIG team on board, is done with an eye keen to how that decision affects their overall growth strategy. They believe that their most successful endeavors depend on how well their choices fit together.
Their sound decision-making acumen in uncertain environments gives us a substantial intellectual and analytical edge in the global marketplace.. .
Exchangelodge makes private capital data management simple and teams productive by providing a playbook of mission-critical workflows, enterprise data connectors, and boardroom quality reports. Our platform improves efficiency, mitigates data and key-man risk, and enhances investor and regulatory reporting.
With an industry focus on FinTech and RegTech, we have every area covered.. .
North Lane Technologies
North Lane Technologies, Inc., is a payments technology leader, managing customer, employee and corporate payouts and disbursements across the Fortune 500. North Lane is purpose-built for large enterprise payments.
Highly configurable and tooled for rapid deployment, the North Lane platform offers cutting-edge digital payouts to virtual cards, prepaid cards, deposit accounts, and mobile wallets on a global scale.. .
Hamilton Lane Advisors is an employee owned investment manager. The firm primarily provides its services to public and corporate pension plans/funds, sovereign wealth funds, financial institutions, insurance companies, foundations, endowments, high net worth individuals, Taft-Hartley (union) pension plans, large private equity investors.
It manages customized private equity portfolios for its clients. The firm invests in the alternative investment markets.
It employs a combination of quantitative and qualitative analysis to create its investment portfolio. The firm conducts an in-house research to make its investments.
It also specializes in direct and fund of fund investments. It also focuses on primary partnership investments, direct secondary investments, and co-investments.
For direct investments, the firm invests in mid and late venture, mature companies, growth equity, distressed debt, turnarounds, bridge financing, mezzanine financing, and buyouts in middle market companies. For fund of fund investments, it invests in mezzanine, venture capital, private equity, turnaround, secondary investments, and special situation funds.
The firm invests in private equity markets in North America, Latin America, United States, Western Europe, United Kingdom, Asia, Japan, and Australia. Hamilton Lane Advisors LLC was founded in 1991 and is based in Bala Cynwyd, Pennsylvania with additional nine offices across Europe, North America, and Asia..
FreedomPay is a complete white-label commerce platform that provides cashless solutions for clients and operators looking for a flexible cashless program that can be customized to fit their needs. Validated by the PCI Security Standards Council for P2PE along with EMV, NFC, and DCC capabilities, global companies in retail, hospitality, gaming, education, healthcare, and financial services trust FreedomPay to deliver security and advanced value-added services.
Founded by Tom Durovsik in 2000, the cashless payment solution provider improves cafe speed, convenience, and delivers guest, loyalty, and online purchasing options.. .
In 2014, Etho Capital’s co-founders, Conor Platt and Ian Monroe, were introduced by a mutual stakeholder in both of their respective companies. Conor was managing his own absolute return fund, Confluence Capital, LP.
Ian had started Oroeco, a web application where users calculate their individual carbon footprints and compare them. Believing the two entrepreneurs might learn from each other, and that a meeting to share ideas would be valuable, their mutual stakeholder made the introduction..
Cred.ai is a fintech company that introduces a new kind of consumer spending product that leverages proprietary technology to give users first-of-their-kind controls, convenience, and automatic credit score optimization. Its first-of-their-kind card features Stealth Card, Automatic Credit Score Optimizer, Flux Capacitor, Check Please, High-Security Mode, and Friend & Foe.
The company was founded in 2016 and is headquartered in Philadelphia, Pennsylvania.. .
A B2B2C Marketing-Payments Platform for subscription services. Bundling services for consumers provides greater value, longer retention, and simpler payments.
Rivet cuts through the noise of the digital economy by allowing consumers and subscription services to engage more directly, and effectively. Dynamically bundling subscriptions services allows complementary services to stop competing for consumers attention, while consumers get more bang for their buck.
Our convenient dashboard allows consumers to manage and pay their subscription services in one, easy to use place, while adding new ones at no extra cost as part of ever-growing bundle options. For services, Rivet provides a unique method for easily partnering and bundling with other services their customers want, gaining access to more users, with increased retention, higher ARPU, and greater lifetime value.
In our pre-launch private beta: please message or email us for more information.. .
BudgetSimple is an automated financial planner and a free online budget solution that helps people save money and manage their finances. It helps its users find out where their money is going and ways to cut down unnecessary expenses.
BudgetSimple’s goal is to reduce its users’ debts and increase savings, enabling them to feel confident about their finances. It was launched in 2006 and is operated from Pittsburgh, Pennsylvania, United States..
Slice Capital allows anyone to invest in startups. Their equity crowdfunding platform provides quality alternative investment opportunities in a sleek and minimalist manner.
Invest in startups alongside venture capitalists, private equity firms, and successful angel investors.. .
PeopleJoy is a financial wellness benefits provider for the modern workforce.PeopleJoy helps CEOs and HR grow their businesses by attracting and retaining their most valuable resource. People.
Their unique benefits help you develop a stronger employer/employee relationship, by addressing the financial wellness needs of your employees outside of work. Your employees become more committed to you because of shared values and commitment to their financial wellbeing.
Through the increased retention, recruiting, and productivity gains of partnering with PeopleJoy, you can maximize your ROTI (return on talent investment).. .
PowerPay was founded in 2016 and is now the fastest-growing fintech firms in the home improvement industry. As former contractors, we understand the needs of contractor and consumer and built a model that eliminates friction and fees created by the traditional banks that have historically dominated the space.
Using proprietary technology including AI, machine learning, and custom algorithms, PowerPay reduces the time to approval to seconds which converts to higher conversions in the home and has disrupted the industry. Based in King of Prussia, PA, PowerPay will originate $1.75 Billion in 2020 and is currently working with over 3,000 home improvement contractors.
PowerPay focuses on providing consumers with the lowest payments by offering fair and extended terms with solutions for super-prime, prime, near-prime and subprime borrowers. PowerPay finances any home improvement services including HVAC, pool & spa, attic insulation, stone veneer, windows, siding, roofing, kitchen remodels, bathroom remodels, cabinets, deck & patio, doors, fireplaces, garage doors, smart home, flooring, hardscaping, landscaping, siding & exteriors, gutters, spa & pool, home additions, deck building, basement remodeling, fence, lighting, garage building, installation, electrical, plumbing and more..
Synario is the agile financial modeling platform that helps visionary CFOs transform their planning to achieve new levels of clarity, credibility, and consensus. Patented Multiverse Modeling™ technology allows for multi-layered exploration of integrated financial statements – automatically developed in accordance with industry-specific accounting practices.
Starting from easy setup and configurable assumptions to interactive boardroom-ready presentations, Synario offers a transformative modeling experience that breaks away from archaic spreadsheet practices.. .
The world’s first blockchain platform for tokenized investment in litigation and legal claims. LawCoin offers investors access to high-quality litigation finance investments through its online platform at dejure.io.
By fractionalizing and issuing tokenized investment interests, LawCoin also gives investors the opportunity to sell their investments to secondary market purchasers, enhancing liquidity for the growing litigation finance market, and providing investors with access to uncorrelated assets historically unavailable to the general investing public. LawCoin was founded by litigators who have been on both sides of the “v.” and who have seen firsthand the explosive growth of third-party litigation funding.
The LawCoin team is dedicated to utilizing state-of-the-art technology to unlock liquidity and transform the market for litigation finance.. .
Financeware provides probability-analysis technology and marketing strategies for financial advisors and institutions. The big bang of fintech has transformed a universe of segments into a converging connected ecosystem.
To compete and win, innovators must create, collaborate and integrate. Agility is expected, but access and advantage now must be earned.
Financeware was born of a need to connect winning solution sets to the fast-moving targets, partners and market opportunities playing out across the entire wealthscape. With decades of tech leadership, a deep bench and unrivaled views of the horizon, we’re helping to define and deliver the new seamless and simplified winning wealth experience..
UppLabs is a US-based FinTech software development company that specializes in Digital Transformation and remote teams’ management. Offices: USA, Ukraine, Israel, and Switzerland.
The company was founded in 2014. With UppLabs, your business easily overcomes technical challenges all the way from ideation to project post production maintenance and support..
Their vision is to provide easy access to stock market news analysis to investors. Understanding market sentiment trends is an important element in managing one’s stock portfolio.
StockSnips crawls, aggregates and analyzes news related to public companies listed on Nasdaq and NYSE. It reads 50,000 articles a day and filters out the noise and analyzes news sentiment.
StockSnips enables you to gain stock insights and track a company’s financial and business operations. It categorizes news snippets by key performance indicators like revenue, sales, earnings..
Over 60 million Americans are financially insecure. Millions have no access to credit cards to be able to finance major purchases.
Because of high interest rates or high balances on their credit cards,tens of millions more find themselves in crisis if a major item breaks in their homes. Together, families spend more than $8.6 billion dollars to rent items they may never be able to afford to buy.
Led by a team of entrepreneurs with multiple successes scaling companies to serve customers, Ownable is a more affordable way for working families an individuals to rent to own the critical items they need to keep their lives running – computers, appliances, consumer electronics and furniture. Its on-line membership model and electronic repayment disrupts a multibillion dollar rent-to-own industry that still largely relies on customers having to walk into brick and mortar storefronts to be able to rent items they may not have the credit to buy outright..
Since 1980, JM Search has been placing exceptional C-Level executives in small and mid-cap companies, as well as at Fortune 1000 companies in manufacturing, technology, financial services, and life sciences. We have more than 100 private equity and venture capital clients that actively manage over $600 billion in assets.
JM Search’s superior performance and retention records have placed us among the top 30 retained executive search firms nationwide. We deliver exceptional results in record time.
Core Focus: Secure executives and other key leaders with a track record of building companies in a highly competitive, mature and consolidating marketplace Clients: Private equity, venture capital and private middle-market businesses Core Practices : Consumer, Financial, Industrial, Life Sciences, Media, Packaging and Plastics, Technology Expertise: Pre-acquisition and competitive due diligence, organizational build-outs and candidate pipelining Positions: Board, C-Level and VP-Level. .
Versatile Credit is a technology platform designed to fuel financing at retail. With an extraordinary network of lending providers and an array of available technology Versatile works with retailers to create comprehensive financing programs on their terms, in-store, online and wherever a buying decision is made.
The result is an exceptional experience for your customers that drives more credit applications, more approvals and more sales.. .
The M-Dot Network platform enables consumers to receive digital coupons via a retailer’s web site or micro-web site on their mobile phone. Consumers can find and select coupons online or on their mobile phone.
Offers are aggregated and presented directly to consumers from multiple third party digital coupon issuers and from the retailer. Consumers can access the retailer’s mobile interface by any of the following methods: * SMS * Internet * On-Site M-Dot Network enables digital coupon issuers to supply digital offers in real-time, directly to the retailer’s customers.
Offers received from digital coupon issuers contain all of the coupon rules, such as value of redemption, expiration date, number of redemptions per purchase, and any other term or condition which directly relates to the conditions of the offer. M-Dot Network enables the retailer with the ability to upload offers at any time.
The retailer will receive a “bank” of digital offers which will enable the retailer to send both national brand and store brand offers directly to their shoppers. The retailer has access to an online reporting dashboard which provides real-time reporting including: issuance and redemption analytics.
The M-Dot Network platform clears digital coupons in real time, lessening the burden of coupon validation at check-out, speeding up check-out and improving mis-redemption rates. Digital Coupons: The M-Dot Network platform enables the retailer to redeem coupons from multiple digital coupon issuers in real-time.
Consumers redeem all coupons in real-time by swiping their Retailer Shopper/Club Card or entering their phone number into the payment device. M-Dot Network is a secure platform.
ONE is a safe, secure, connected device in the slim, sleek size of a credit card. ONE is able to hold all the cards you already carry and the ones you don’t usually have room for.
ONE will help lighten your wallet or purse by consolidating your debit cards, credit cards, ID cards, membership cards, gift cards, loyalty cards and much more. Multiple accounts and information – all in one place..
PledgeCents is a social impact marketplace that leverages our crowdfunding solution. The PledgeCents marketplace allows PreK-12 teachers and parents the ability to crowdfund for their favorite EdTech tools.
EdTech vendors are now able to increase their conversion rates from free users into paying customers through a streamlined and quick process. Trusted by 1,400+ schools in 51 states have signed up and more than $700,000 has been raised for classroom needs to make a positive impact for more than 400,000 students..
Pelican Auto Finance
Pelican Auto Finance is a specialty auto finance company that originates, finances, and services deep sub-prime automotive retail installment contracts. The company’s products for dealers provide them with the opportunity to sell more vehicles to customers.
It helps credit-challenged consumers qualify for auto financing and assists them in rebuilding their credit. Pelican Auto Finance provides an opportunity for customers that deserve a second chance at automobile financing and need basic automobile transportation.
The company was founded in 2012 and is based in Philadelphia, Pennsylvania.. .
We are committed to education, career development and idea promotion by connecting innovative, established, disruptive and proven FinTech enterprises with students and industry professionals. Education Expose members to emerging technologies and concepts through club-generated content, workshops, information sessions, meetups, conferences and events.
Career Development Build and grow relationships with FinTech companies to deliver internships and full time employment for students. Idea Promotion Establish Wharton and the University of Pennsylvania as the FinTech Industry Leader for ideas, growth and opportunity..
Actant provides trading solutions for financial firms trading on the world’s major derivatives and stock exchanges. Actant delivers unique algorithmic programming flexibility and control to proprietary trading and market making firms, investment banks and hedge funds.
Designed for both exchange members and non-members, Actant software is fully customisable and scalable to meet individual strategic, connectivity, deployment and integration needs. Actant has been a pioneer in electronic, automated trading and market making since they built the world’s first electronic auto-quote engine in 1993 on SOFFEX and DTB (now Eurex).
They have since expanded to cover all major exchanges in EU and US and expanded their product portfolio to include ExStream, which brings their strength in low-latency, safe, and flexible trading automation to order driven trading. Actant is a privately owned company with headquarters in Zug, Switzerland, and offices in London, UK and Philadelphia, US, as well as on-floor support in both the NYSE and CBOE options exchanges..
workpays.me is an e-Commerce platform that promotes financial wellness and enables individuals to make necessary life purchases through hassle free direct deductions. Individuals have the opportunity to purchase thousands of name-brand products & services with the flexibilityFLEXIBILITY to pay over time through direct or payroll deductions.
workpays.me believes in helping people make informed financial decisions for their life needs. workpays.me allows members to purchase items they need or want while educating them on responsible buying decisions including how those decisions may positively or negatively impact them.
workpays.me offers access to all quality of life purchases and needs. Many people simply cannot obtain quality of life items without paying extraordinary amounts of money at rent-a-centers and payday lenders.
Many resort to purchasing lower quality,less reputable items with no warranties and high shipping costs workpays.me provides responsible borrowers a full range of high quality products for everyday use at a fair, reasonable price.. .
MISSION STATEMENT Rewire is an insurtech startup and a boutique investment bank focused on the insurance sector and related structured products. We leverage our product expertise and proprietary technology to ensure issuers and investors transact efficiently.
VISION Rewire is increasing the efficiency and execution of capital markets-based transactions by combining financial technology with tailored capital markets solutions. COLLABORATE rewireconnect provides industry stakeholders with a virtual and secure closed-end environment to transact in an efficient manner.
rewireconnect is the winner of Trading Risk Initiative of the Year 2016.. .
Yes Lender, LLC
At Yes Lender, we work tirelessly to find creative ways to help our clients receive the funding they need. We do this by purchasing a portion of their business’s future sales.
It allows the business owner to take advantage of an asset that has yet to be generated by providing immediate funds.. .
They have designed an innovative interface and user experience that reduces the time, effort, and risk of managing sales tax compliance. Vertex SMB runs on the most advanced calculation and returns software platform in the industry, used by thousands of the largest corporations in the world.
Positioned to support all of your sales and use tax needs as your business grows, Vertex SMB is now right-sized for your organization. Their end-to-end service model is unique in our industry, because it was built with the end result of compliance in mind.
This ensures that the returns and compliance data you submit to the agencies is right the first time—every time. Vertex SMB is the business division of Vertex Inc.
dedicated to small and medium-sized businesses.. .
XIPWIRE is a mobile payment provider that enables user to send and receive money with simple and secure text messages. Certified by all major mobile carriers, XIPWIRE enables people to securely send and receive money using a simple text message.
Through its innovative platform, people can now leave their cash behind and safely â€œxipâ€ money to family and friends, as well as pay for goods and services, anytime, anywhere using just their cell phone. XIPWIRE was designed and developed to be simple, safe and secure for both individuals and merchants.
The convenience of being able to send money directly from a mobile phone is attracting a significant number of users. In addition, many local vendors, including restaurants, non-profits and service organizations, recognizing the versatility of this service, low transaction fees and its potential competitive advantage, have already signed up to offer XIPWIRE as a payment option for their customers.
With mobile payments widely adopted internationally, and US mobile payments projected to peak by 2012, XIPWIRE is poised to lead the industry with its robust payment platform. Developed with a meticulous focus on privacy and security, XIPWIRE’s patent-pending technology uses a multi-layered approach to guard against unauthorized access and potential fraudulent activity.
Industrial strength encryption, PIN-based authentication, instant phone lock, and Anonymous ID, among many other features, create a safe environment in which both both individuals and merchants can confidently conduct transactions. About XIPWIRE: Founded in 2009, XIPWIRE is a mobile payment service that enables people to securely send and receive money using a simple text message.
The company develops technologies that allow people to leave their cash behind and pay for goods and services in a secure and trusted environment using just their mobile phone. Signing up for a XIPWIRE account is fast and free.
Disruptive Strategies Inc
As the economic landscape has forever changed, so must businesses that will want to not only survive but thrive in this new world economic order. No longer do businesses have the immense resources available and therefore their investors (lenders, stock market, employees) will require a new approach and more predictable returns.
At DSI we are constantly forming new models that simulate success for each of our engagements. Product Overview: Recapitalization & Restructuring Mergers & Acquisitions Advisory Risk & Compliance Fund Placement Advisory Capital & Resource Infusion.
Excellence is embedded in the DSI values and we recognize our firms have the intelligence, influence, resources and business knowledge to make a significant and positive contribution to the issues that affect our communities and environments globally.. .
The Reckoner is a new startup with a dead-simple concept — post a question with a binary set of answers (e.g. yes/no, good/bad, stay-in-the-relationship/leave-the-relationship, etc.) and the world votes to provide an answer.
Give The Reckoner your knottiest problems, and it’ll use the power of Democracy and crowdsourcing to untie them. One of the best recent developments of the internet has been the redemption of the Q&A site, which has conclusively proven that you can ask the internet for advice and actually get valuable responses.
With Stack Exchange, Quora, and AskMetafilter, we’ve seen Q&A sites thrive by building a community that provides a safe environment where expertise is valued. Internet polling, however, is still stuck in 1998, and most large-scale internet polls are considered an afterthought of dubious veracity.
The Reckoner seeks to change that by establishing the same community standards that have made the modern Q&A site a success, while uniting community this with a clear editorial voice that gives the site both entertainment and informational value. With a question on The Reckoner, you get the best of both worlds — the clarity of a poll answer with the depth of the comments and justifications from real, respected, non-anonymized community members..
InvestorClarity.org is a web-based matching tool designed to help match investors with financial advisors based on business relationship features and industry credentials. The site, which began development in the Spring of 2011 and launched in the Summer of 2012, allows investors to begin the process of finding a financial advisor in a more specific manner.
This is done by having investors define the characteristics they desire in an advisor while also giving advisors the ability to define the types of niche clients they desire. The site is open to all investors and financial advisors.
The goal of InvestorClarity is to give investors more efficient search results than the typical directory while allowing financial advisors to differentiate themselves among their competition. InvestorClarity is a completely free service to both investors and financial advisors.
To stress the importance of being unbiased, the site does not allow financial advisors to pay any fees to the site in return for preferential search result placement. In addition, advertising dollars are not accepted from any firm that employs financial advisors.
In October 2012, the company decided to further extend the business model into other regulated, relationship-based industries with the launch of ParentClarity.org. The site was created in the same format at InvestorClarity, but as a place to help parents find licensed child care providers..
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