Onesta

What it does?

Onesta: Financial advisor search platform with powerful search engine and AI assistant.

/
100
DTCetc Score
Brand Tags
Clean
Zero-waste
Asian Owned
Diverse Brand
Emerging Brand
Immigrant Founders
Influencer Approved
Creulty Free
No items found.

DTCetc’s Take

Onesta on Twitter

TL;DR of This AI Tool
Target Audience
  1. High net worth individuals seeking personalized financial advice
  2. Young professionals looking to start investing and plan for their future
  3. Retirees in need of retirement planning and management
  4. Small business owners seeking financial guidance for their business
  5. Individuals who have recently received a financial windfall and need help managing their newfound wealth.
Features
  • Powerful search engine: Filter advisors by fee-only, fiduciary, robo-advisor, CFA, CPA, retirement planning, and more
  • AI-powered assistant: OnestaBot provides educational material and answers finance-related questions
  • Detailed background checks: Processes SEC registration data for advisors, such as form ADV, for thorough reviews
  • Advisor profile management: Allows advisors to manage their profiles and share personal information with potential clients
  • Investor resources: Offers resources like a list of top questions to ask advisors and advice on managing financial windfalls
Pricing
Free
Pricing Details

See website for more details

Sustainability Score
/
100
This brand offers products that are on the pricey side.
Quality Score
/
100
This brand offers products that are on the pricey side.
DTCetc Score
/
100
This brand offers products that are on the pricey side.
Target Audience
  1. High net worth individuals seeking personalized financial advice
  2. Young professionals looking to start investing and plan for their future
  3. Retirees in need of retirement planning and management
  4. Small business owners seeking financial guidance for their business
  5. Individuals who have recently received a financial windfall and need help managing their newfound wealth.
Features
  • Powerful search engine: Filter advisors by fee-only, fiduciary, robo-advisor, CFA, CPA, retirement planning, and more
  • AI-powered assistant: OnestaBot provides educational material and answers finance-related questions
  • Detailed background checks: Processes SEC registration data for advisors, such as form ADV, for thorough reviews
  • Advisor profile management: Allows advisors to manage their profiles and share personal information with potential clients
  • Investor resources: Offers resources like a list of top questions to ask advisors and advice on managing financial windfalls
Pricing

Free

Pricing Details

See website for more details

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