September 2019: The system was made available to investors to be matched to advisors using its proprietary tools and algorithms.
August 2019: The firm received approval from the Securities and Exchange Commission as a Registered Investment Adviser as it is considered advice to direct one investor to one advisor.
July 2019: MyPerfectFinancialAdvisor.com was chosen by a leading wealth management firm employing thousands of financial advisors for a one-year pilot.
June 2019: The system was made available to subscribing advisors passing the firms’ strict due diligence.
January-May of 2019: The firm completed the selective and prestigious Envestnet|Yodlee incubator program that supports innovative and disruptive companies. ( Envestnet is a New York Stock Exchange listed company under ticker symbol ENV )
2017-2018: Extensive research, including interviews with over 300 investors was conducted to validate the need for the system, including the creation of a Minimally Viable Product to gather feedback.