Contact Us
Get in touch with our team. We're here to help you find the perfect wealth manager for your financial goals.
Get in Touch
Have questions about our platform or need assistance finding the right wealth manager? We're here to help. Reach out to us using any of the methods below.
Phone
(515) 991-0549
bsoli@bryant.edu
Address
Wilshir Pine Ave, Sioux Falls, SD
Business Hours
Monday - Friday: 9:00 AM - 6:00 PM CST
Saturday: 10:00 AM - 2:00 PM CST
Sunday: Closed
Quick Response Guarantee
We typically respond to all inquiries within 24 hours during business days. For urgent matters, please call us directly.
Frequently Asked Questions
Quick answers to common questions about our platform and services.
Our AI-powered algorithm analyzes your financial goals, risk tolerance, and preferences to match you with wealth managers who specialize in your specific needs.
Our platform is completely free for clients. We're compensated by wealth managers when successful matches are made, ensuring our interests are aligned with yours.
All wealth managers undergo rigorous verification including credential checks, background screening, and client satisfaction reviews before joining our platform.
We offer ongoing support and can provide additional matches if your initial connection doesn't meet your expectations. Your satisfaction is our priority.
Most clients receive their first matches within 24-48 hours of completing their profile. You can schedule consultations immediately after receiving matches.
Yes, we use bank-level security with 256-bit encryption and are SOC 2 certified. Your data is never shared without your explicit consent.
Ready to Get Started?
Don't wait to secure your financial future. Join thousands of satisfied clients who've found their perfect wealth manager through our platform.