Why Upvice?

Let’s make a match

Upvice is a new way to find an advisor you can trust to take your investments seriously. Someone who has experience working with portfolios like yours and delivering the kinds of results you want. Someone who is actively seeking clients like you.

With Upvice, you don’t have to spend hours wading through a directory, making phone calls, or sending emails. Just enter your basic information and let Upvice connect you to the advisor who can best meet your needs and most wants your business.

Powerful Matching Engine

Upvice uses a proprietary algorithm to match investors to experienced, proven advisors that meet their requirements and have expressed interest in working with similar clients.

You can get an excellent match with just your geographic location and portfolio size -- or you can customize your search with additional details, such as your preferred compensation model, investment goals, or risk tolerance.

Detailed Advisor Profiles

Traditional advisor directories offer scanty information about individual advisory firms. Often, all you get is a phone number and email address, leaving you the painstaking work of researching each one individually.

On Upvice, each advisor maintains a comprehensive profile page, allowing you to assess their services, philosophy, and other factors. You can even see ratings from other Upvice users.

Rapid Response

A great advisor understands the value of your time. At Upvice, rapid response times are built into our system. You will receive full contact information for your Upvice-matched advisor immediately, and you will be contacted directly within 30 minutes.