AI-powered financial advice and services information, uncovering important details about professionals.
Features :
Transparency in financial advisory, AI-powered assistant, database of SEC-registered advisors, review and disclosure lookup, anonymous advisor messaging.
Price :
Free
Category :
Onesta is a platform that aims to provide transparency in the financial advisory industry, offering a suite of tools for both advisors and investors.
The platform features an AI-powered assistant, OnestaBot, that can answer questions about finance.
Provides a database of SEC-registered advisors, allowing users to search, filter, and sort through them.
The platform offers a feature to look up reviews, disclosures, and key details about any professional who provides financial services.
Also provides anonymous advisor messaging, allowing users to get the information they want without getting spammed.
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