85% of consumers trust online reviews as much as personal recommendations1
9/10 consumers read reviews before making a purchasing decision2
Top 3 reviews are one of the most important factors in determining SEO ranking3
In 2023, WiserAdvisor acquired Indyfin, an innovative client reviews platform that empowers firms large and small to survey clients, collect feedback, and publish 100% compliant client reviews across their digital ecosystem.
Improved SEO
Easy feedback collection
100% compliant
Valuable social proof
Publish in just a few clicks
Financial Advisors Grow with Indyfin
Joe Anderson
CEO, Pure Financial
Collect feedback
Indyfin, powered by WiserAdvisor, makes it easy for you to collect and analyze feedback from all your current clients. Not only does this result in client reviews, but you’ll also uncover clients who are most likely to give you a referral to boost your organic growth.
Improve your search ranking
Your verified Indyfin profile is a powerful input for search engines to improve your ranking. In fact, many reviews on Indyfin are picked up directly by Google and shown to searchers as they’re looking for advisors, providing immediate social proof.
Earn trust with verified reviews
Verified reviews from your current clients help you earn trust from online visitors. Prospects like knowing that you advise clients like them, and that others have seen success with your services.
Easily publish reviews across the web
With just a few clicks, Indyfin, powered by WiserAdvisor, empowers you to showcase your reviews at key touch-points across your digital ecosystem:
Indyfin Testimonials
“How Indyfin, powered by WiserAdvisor, was able to package this in a compliant, friendly way was a no-brainer for us. Our compliance team is very strict and we wanted to make sure we were doing things appropriately. The process has been phenomenal and I would encourage most advisors, if not all.”
Joe Anderson
CEO, Pure Financial
“Indyfin has become an essential partner in my company’s growth! Client referrals have always been the best way to win new business and the team at Indyfin are amazing at helping do just that. The client feedback and testimonials have been enlightening to me as an advisor, and Indyfin’s technology and processes are incredibly helpful for a small firm like mine. Value for money Indyfin is my best service provider because our interests are aligned and they really know what they are doing!”
Peter Lusk
MBA
“Indyfin has built an advisor focused solution that enables me to easily gather and share client feedback in the future. This helps build trust with prospects and provides client ratings that are the standard on many consumer facing ecommerce platforms”
Fredrick Standfield
CFP®, CPA
Staying compliant
Indyfin, powered by WiserAdvisor, is compliant with the SEC’s new marketing rule in how it enables advisors to gather client reviews.
Indyfin’s proprietary technology and administrative features make it easy for your firm to remain compliant and in control to:
Verify that all feedback is from a current client
Monitor feedback for promissory or inappropriate language and PII
Review advisor profiles
Access education around new rules
Add appropriate disclosures regarding endorsements by Indyfin
Additional resources
Case Study: How Fiat Wealth Drove High-Quality Client Meetings with WiserAdvisor
In an increasingly competitive advisory landscape, connecting with qualified, high-net-worth investors remains a top priority for growing firms. For Fiat Wealth Management, a $500M AUM advisory firm, partnering with WiserAdvisor proved to be a key driver of measurable results and meaningful client conversations.
Scaling Trust: Why Advisory Firms Need a Centralized Visibility Strategy
Centralized visibility for advisory firms no longer depends on a firm’s website alone. Investors evaluate advisors across Google, review platforms, social channels, trusted industry directories, and increasingly through AI-driven search and answer engines that pull information from multiple sources at once.
Case Study: How a Texas Financial Advisor Gained $50M in AUM Through WiserAdvisor
A seasoned financial advisor partnered with WiserAdvisor to accelerate business growth and attract high-quality clients. Over the years, this independent advisor transformed his book of business, adding roughly $50M in assets under management (AUM) from leads acquired through the WiserAdvisor platform — all with a total spend of just $55,000.
Pricing
| Basic | Pro | Enterprise | |
| Verified profile on Indyfin |  |  |  |
| Feedback collection | | | |
| NPS/overall score | | | |
| Published reviews | | | |
| LinkedIn, website and email widgets to drive visibility | | | |
| Enhanced SEO visibility | | | |
| Access to WiserAdvisor referral network (w/ discounted pricing) | | | |
| Ability to download reviews | | | |
| Ability to customize feedback survey | | ||
| Firmwide feedback collection for multiple advisors | | ||
| Your Investment | Free | $99/month or Free with WiserAdvisor | Call for info |