Wiseradvisor
WiserAdvisor.com was founded in 1998 to ensure a high-quality fit for both consumers and financial advisors. We are an industry leader in helping screened motivated investors get connected with up to 3 qualified financial advisors. Our nationwide network includes financial advisors from large fortune 500 companies as well as small independent financial firms. The potential investors are seeking financial advice or guidance on retirement planning, portfolio management, annuities, 401K Rollover and estate planning. • Qualified advisors also opt-in to highly optimized directory listing marketing their credentials, website and contact number to increase visibility. • Investors receive a professionally crafted profile with the advisor’s bio, credentials, FAQ’s, and their contact information. • All leads are delivered in real time via email, cell phone, or XML. While no lead program is perfect, ours is smart, smooth and effective. We take out the guess work and do much of the “heavy lifting” for you. More importantly, we understand that our interests are aligned, and that we can only succeed if you succeed. Want to learn more about our company and our products? Visit our website:
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Verified contacts
13
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
3
across 1 depts
Distinct roles
11
indexed titles
Tech stack
2
tools in use
Monthly traffic
12K
organic / mo
Hiring · 3 open positions across 1 departments
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- BH
Barad Hariharan
Program Manager · General Business & Management
EmailPhone - EV
Elizabeth Valcourt
Advisor Success Manager · Customer/Client Service
EmailPhone - AS
Ashley Sarda
Junior Account Success Manager · Customer/Client Service
EmailPhone - MM
Mihir Malaviya
CTO Wiseradviser · Other
EmailPhone - EB
Eric Betsill
Business Data Analyst · Information Technology
EmailPhone - RK
Riley Knott
Jr Advisor Success Manager · Customer/Client Service
EmailPhone - LS
Lauren Schumacker
Wiseradvisor Com · Other
EmailPhone
Showing 7 of 13 verified contacts
Top roles at Wiseradvisor
11 distinct titles indexed · top 10 shown.
- 2wiseradvisor com
- 1advisor success manager
- 1ai automation engineer
- 1business analyst
- 1business data analyst
- 1cto wiseradviser
- 1jr advisor success manager
- 1junior account success manager
- 1lead verification & automation specialist
- 1program manager
- +1more titles
Sign up to unlock all 13 contacts at Wiseradvisor
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