FA Match
Business Services · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
690 Longmeadow St, Longmeadow, Massachus...Website
www.famatch.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About FA Match
FA Match is a two-way financial advisor networking platform that connects financial advisors with registered investment advisors (RIAs), office of supervisory jurisdictions (OSJs), and other financial services firms. Their services include an AI-powered Advisor Match platform, Recruiting as a Service, and Coaching Advisory. FA Match is designed for both financial advisors looking to transition or sell to new firms and firms seeking to recruit or acquire advisors. They prioritize a transparent connection process with no hidden fees, ensuring high-quality matches through a meticulous vetting system.Explore more
FA Match Org Chart
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Activity Insights
FA Match is experiencing very low activity levels compared to other companies in the Business Services sector.
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FA Match is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about FA Match.
FA Match financials insights
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2020
Other Financing Round
$1M
FA Match Tech Stack
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FA Match News & Media
FA Match Announces $1M Pre-Seed Funding Led by Industry Powerhouses; Adds BNY-Mellon Pershing Alum Jim Roth to Advisory Board
Investors include Ron Carson of Carson Group, Jason Wenk, founder of FormulaFolios and Altruist, Brian McLaughlin of Redtail Technology, and Steve Lockshin of AdvicePeriod and Vanilla Investors include Ron Carson of Carson Group, Jason Wenk, founder of FormulaFolios and Altruist, Brian McLaughlin of Redtail Technology, and Steve Lockshin of AdvicePeriod and VanillaAdvicePeriod Partners With FA Match to Help Advisors Find the Right Fit
AdvicePeriod and FA Match work together toward a shared mission to reinvent financial services through recruiting. (PRWeb June 30, 2020) Read the full story at https://www.prweb.com/releases/adviceperiod_partners_with_fa_match_to_help_advisors_find_the_right_fit/prweb17226435.htmFA Match Launches Newest Version of Digital-hybrid Advisor Recruitment Platform
FA Match 2.0 includes enhanced Advisor Match technology with 1-3-star quality match ratings; hands-on recruitment coaching for firms and advisors via FA Match Propel; virtual meeting rooms, and more. FA Match 2.0 includes enhanced Advisor Match technology with 1-3-star quality match ratings; hands-on recruitment coaching for firms and advisors via FA Match Propel; virtual meeting rooms, and more.FA Match Launches ‘Success Network’ for Wealth Management Firms
Program enables firms to refer financial advisors whom they’re unable to hire, and collect a “success fee” upon placement elsewhere Program enables firms to refer financial advisors whom they’re unable to hire, and collect a “success fee” upon placement elsewhere
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Frequently Asked Questions Regarding FA Match
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FA Match is a two-way financial advisor networking platform that connects financial advisors with registered investment advisors (RIAs), office of supervisory jurisdictions (OSJs), and other financial services firms. Their services include an AI-powered Advisor Match platform, Recruiting as a Service, and Coaching Advisory. FA Match is designed for... Read More
