What is FA Match?
FA Match operates as a sophisticated two-way financial advisor networking platform. It facilitates connections between financial advisors and various entities within the financial services ecosystem, including Registered Investment Advisors (RIAs) and Office of Supervisory Jurisdictions (OSJs). The platform offers a suite of services, notably an AI-powered Advisor Match system, Recruiting as a Service, and Coaching Advisory. FA Match is strategically positioned to serve both financial advisors seeking new opportunities or firm acquisitions, and firms actively looking to recruit or merge with advisors. The company emphasizes a transparent and fee-free matching process, supported by a rigorous vetting mechanism to ensure high-quality professional alignments.
How much funding has FA Match raised?
FA Match has raised a total of $1M across 1 funding round:
Other Financing Round
$1M
Other Financing Round (2020): $1M with participation from Jason Wenk, Steve Lockshin, Ron Carson, and Brian McLaughlin
Key Investors in FA Match
Steve Lockshin
Steve Lockshin is a prominent entrepreneur in the wealth advisory industry, known for founding and leading Convergent Wealth Advisors and CMS Reporting (now Fortigent, LLC). His expertise spans wealth management, technology, and advocating for the fiduciary standard, making him a valuable strategic partner for FA Match.
Jason Wenk
Jason Wenk is an investor with a focus on the financial services sector, likely bringing strategic insights and network access to FA Match's growth initiatives.
Ron Carson
Ron Carson is an investor with a background in financial advisory services, potentially offering operational expertise and market guidance to FA Match.
What's next for FA Match?
The recent major strategic investment signals FA Match's readiness for accelerated expansion and market penetration. This capital infusion is likely to be directed towards enhancing its AI capabilities, broadening its service offerings, and scaling its recruitment and acquisition facilitation operations. The company's focus on transparency and advisor-firm alignment positions it for continued success in a dynamic financial services landscape, potentially leading to further strategic partnerships or market consolidation.
See full FA Match company page
