Onesta Feature

Onesta is a financial advisor search platform designed to help users find the best advisor tailored to their needs. Key features and advantages include:

• Powerful search engine: Filter advisors by fee-only, fiduciary, robo-advisor, CFA, CPA, retirement planning, and more

• AI-powered assistant: OnestaBot provides educational material and answers finance-related questions

• Detailed background checks: Processes SEC registration data for advisors, such as form ADV, for thorough reviews

• Advisor profile management: Allows advisors to manage their profiles and share personal information with potential clients

• Investor resources: Offers resources like a list of top questions to ask advisors and advice on managing financial windfalls

Use cases for Onesta cater to various individuals:

• Investors seeking the best financial advisor to meet their specific needs

• Financial advisors looking to showcase their expertise and connect with potential clients

• Individuals in need of financial guidance and resources to make informed decisions