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Rating Each Financial Adviser & Firm (S&P). Community (LinkedIn). Education (Investopedia)1-10 Employees
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Rating Each Financial Adviser & Firm (S&P). Community (LinkedIn). Education (Investopedia)
Refreshing & Revitalizing the Financial World through collaboration, clarity, and relevance for everyone, forever!
Customers are Financial Advisers, Investors, Firms, Governments, Education Institutions, and Retirement Plan Sponsors. We are taking a 3 step approach. 1st we will create a buzz by rating the financial professionals and firms, and at the same time offer an online community for like minded individuals to collaborate and communicate in a safe environment while receiving a personalized investment policy statement. 2nd we are creating a branding platform for advisers and firms while matching each to each other with a match-dot-com profile. 3rd we will have a blast of education, highlighting the work from advisers, firms, & professors by utilizing video and every form of media for entertaining learning. Through the learning process we will offer continuing education for advisers and offer the consumer a certification for each exam they pass to enhance their financial acumen.
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Jerry Szatko
Avatar for Jerry Szatko
Founder FIIRO • Worked at @Morgan Stanley, @Wells Fargo • Studied at @University of Nebraska, Lincoln, @University of Nebraska, Omaha
Valuation

$5.7M

Funded over

1 round

Latest round

Closed (Nov 2014)

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