Finsie

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Total assets under management

Total clients

Total advisors

of 3 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

—

Average account size

—

About

Finsie provides an online matching service that connects individuals (including high-net-worth users) with independent financial advisers; it does not manage client assets or offer discretionary investment management. The firm’s platform is free to users and is designed to present screened advisers who meet disclosed qualifications.

Finsie operates solely through an interactive website and uses a detailed online questionnaire (roughly 10–20 items) to filter advisers by factors such as location, life stage, and specific planning needs. It conducts pre‑screening and annual reviews of participating advisers using public records (e.g., BrokerCheck, IAPD, CFP Board) and incorporates consumer reviews into its monitoring process.

Compared with most firms in the investment-manager category, Finsie is notable for being an internet-only adviser and for using consumer testimonials and third‑party endorsements (including promoter and influencer arrangements) as part of its outreach. It is compensated through referral arrangements with advisers rather than by percentage-of-assets-under-management and explicitly states it has no custody or trading authority over client accounts.

Client services

Referral to investment advisers

Main office location

Finsie

3234 Upper Lock Ave

Belmont CA 94002, United States

Number of offices

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

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