TinderWealth is an SEC-compliant platform that connects investors with qualified financial advisors — and gives advisors every tool to grow their practice. For investors: Managing your finances shouldn't feel overwhelming. With TinderWealth, it doesn't have to be. Set goals that reflect your life. Build and manage your own portfolio on your terms. And when you want a human perspective, connect for free with an SEC-registered financial coach suited to your needs. Ask questions about the specific financial issues you're facing and get answers directly from your coach or advisor through secure, built-in communication tools. You're not navigating your financial life alone, unless you want to be. One platform. Every tool you need. Your financial life, finally simple. For advisors: The great wealth transfer is already underway, and the next generation of investors is looking for advisors — but not the way their parents did. TinderWealth identifies and connects you with these prospective clients through AI, lets you build relationships early through coaching, and gives you every tool to grow and manage your practice on one compliant platform. AI-powered client identification, streamlined onboarding, a portfolio marketplace, automated trading, CRM, secure document sharing (including investment proposals and other client materials), built-in Q&A and client communication tools, and the integrations you rely on daily. Everything an advisor needs, nothing left out, compliance baked in. Free to join.
| Website | http://www.tinderwealth.com |
| Employees | 3 (2 on RocketReach) |
| Phone | +1 415-690-7390 |
| Industry | Financial Services |
| Keywords | Investing, Investor Community, Financial Tools, Peer To Peer Investing, Value Investing, Financial Education, Socially Responsible Investing, Retirement Planning, Online Investing, Investment Planning, Investment Platform, Personal Finance, Financial Advisor Network, Investment Research, Portfolio Management, Financial Technology, Wealth Management, Fintech, Passive Investing, Alternative Investing |
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Patrick Beaudan is the Founder and CEO of TinderWealth.
2 people are employed at TinderWealth.