AdvisorCheck
About
After spending decades working in financial services, we witnessed tens of billions in annual investor losses due to advisor misconduct and a lack of performance. Disheartened to see bad actors, failure to fulfill client needs, a convoluted and complex cloud of cleverly disguised intermediaries and products, we were determined to give the power back to you. Our ethos is founded on transparency. It inspired us to create a simple, fast, and intuitive service. Our goal is to elevate the Wealth Management Industry and bring clarity and insight to every investor.
AdvisorCheck is one of 2 Financial Services companies we track in Southwest Florida — 4% of the region's 45 startups.
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Details
- Region
- Southwest Florida
- City
- Sarasota
- Founded
- 2021
- Sector
- Financial Services
- Founders
- KJ Kim
- Website
- advisorcheck.com
Southwest Florida
Southwest Florida — Naples, Fort Myers, and Sarasota — mixes wealth-tech, hurricane-resilient manufacturing, and a fast-growing Gulf Coast founder base.