About us

We're giving everyone access to trusted financial advice

We believe that everyone deserves access to financial advice that puts them first. That’s why we created Fidvisor.

FINTECH INNOVATION

What we do

We started Fidvisor with a core belief that everyone deserves access to expert financial guidance.

Learning how to earn, spend, save and invest wisely can help you manage life events and improve your overall well-being.

The workplace wellness gap

Progressive employers are offering new perks and increasingly comprehensive benefits programs beyond retirement savings plans, to help employees prepare for their future.

While benefits advisors offer creative strategies and facilitate the procurement and transactions required to offer benefit programs, they rarely work directly with employees. This leaves a financial knowledge gap for employees, and places the burden of helping employees optimize their workplace benefits on the employer.

Wealth management

Certified financial planners (CFPs) are constantly marketing themselves to find new prospects. Yet, many people think they cannot afford a financial planner, or aren’t sure that the advisor would make decisions in their best interest.

Building a trusted connection

At Fidvisor, our goal is to match fiduciary-based financial advisors to employees via the workplace. This helps CFPs rapidly grow a client base and ensures workers are getting access to financial advice that’s in their best interest.