Invested Better, LLC (“Invested Better”) provides a matching service whereby users are connected with third-party financial advisors (“Advisors”) who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.

lease be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.

Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.

Do Not Sell or Share My Personal information | Limit the Use Of My Sensitive Personal Information

Pay for Results, Not Junk Leads

Watch this video below and discover what sets Invested Better^TM apart.

Frequently Asked Questions

How does Invested Better ensure I'm not competing with other advisors for the same lead?

At Invested Better, each lead is matched exclusively with you. Unlike traditional lead generation services where multiple advisors receive the same lead, we provide you with high-intent prospects who are only assigned to you. This exclusive matching means you never have to compete with other advisors for the same client, allowing you to build trust and focus on meaningful conversations.

What makes your leads 'high-quality'?

Our leads are actively seeking financial advice and have significant investable assets ranging from $250K to $5M+. We use an advanced algorithm to pre-qualify prospects and match them with advisors based on expertise and target client profiles. Additionally, our leads have already consumed financial content that primes them for informed discussions, ensuring they are ready to engage with an advisor like you.

How quickly can I expect to see results?

Results can vary based on factors such as market conditions and your individual approach to client engagement. However, with our lead packages, many advisors start seeing new client opportunities within the first few months. Our exclusive leads are high-quality and ready to engage, helping you accelerate your growth without spending unnecessary time on prospecting.

Is there a minimum AUM requirement for advisors to join Invested Better?

No, there is no minimum AUM requirement to join Invested Better. We welcome advisors of all sizes, ensuring that our platform can support your growth regardless of your firm's current AUM. Our leads typically have investable assets ranging from $250K to $5M+, allowing you to connect with prospects that match your expertise.

The Real Cost of the Wrong Financial Advisor

DOWNLOAD YOUR FREE GUIDE TODAY!

Send Me A FREE Guide