ComparisonAdviser Matches 10,000th Customer with Financial Advisor

August 05 00:15 2023

Seattle, Washington – August 4, 2023 – In March 2022, founders and friends Joel Grette, Jordan Judson, and Michael Peck set out to build comparisonadviser.com, a service that helps consumers match with vetted financial advisors within minutes. Today, the company has served over 10,000 consumers all over the country.

Upon visiting the website, users can expect to fill out a short, but detailed quiz about their financial situation and goals. Then, they’ll be promptly presented with local fiduciary financial advisors tailored to their needs. This is key, as sometimes it can be difficult to find the right expert, especially one who has their client’s best interest as a top priority.

In addition to financial advisor matching services, ComparisonAdviser also allows users to compare and find other adjacent products, like credit cards, personal loans, and investment apps. The goal is to give people a comprehensive way to find the right products and services, so they can preserve and grow their money in the future.

The website has also recently rolled out several helpful articles to teach users the basics of personal finance. Topics include the important role advisors play, investing, retirement, and estate planning. CEO Joel Grette says, “Financial literacy is as big an issue as ever today. It’s hard to know what people’s options are to manage their wealth. And if we can help people map out the questions they need to ask before they sit down with an advisor, it’d go a long way.”

Grette adds that the company is “excited about having a wide array of products and services available so that [it] can serve a broader set of consumers ranging across multiple areas of interest” and that “another exciting step for us is that we’re now growing fast enough to onboard new employees and create jobs in the Seattle area.”

After a strong year, the company aims to continue its growth and connect even more people with the financial services they need. It also looks forward to building a wealth of information for individuals to empower themselves as they navigate the world of finance.

Media Contact
Company Name: ComparisonAdviser
Contact Person: Joel Grette
Email: Send Email
Country: United States
Website: https://comparisonadviser.com/