Financial Security Made Easier.

Find a vetted fiduciary to help with your finances

In the press

How Our Free Service Works

1

Answer InvestEase advisor match quiz

2

Review your pre-screened matches at your leisure

3

Speak with advisors at no cost to you

Why Investease?

We Only Work With Fiduciaries

All advisors on our platform are vetted, fiduciaries, meaning they’re legally bound to act in your best interest. We partner with both local and nationwide firms.

We Are Here For You

We provide an easy, convenient way to find financial advisors in your area. Empowering you to decide which advisor is right for your financial situation.

No Obligation. No Hidden Fees.

Our service is completely free and it only takes a few minutes to get started. Don’t worry - you have no obligation to work with any of your matches.

Start working with a financial advisor today

You can get matched for free!

We are your one stop shop

Not looking for a financial advisor? We also offer free and personalized financial calculators to help you make smart financial decisions around taxes, homebuying, banking, and more!

Today’s Top Mortgage Rates

These rates can potentially help you make a smarter decision when purchasing a home or refinancing a loan.

Today’s Online Brokerage Accounts

This online brokerage comparison tool helps you find a trading platform.

Today’s Top High-Interest Savings Accounts

These savings accounts have interest rates up to 8x the national average.

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