Built by industry veterans
Most people don't know what to ask their advisor.
Finance is nuanced. Fees are buried. "Nice" doesn't mean knowledgeable. Be Aligned uses AI plus decades of industry experience to match you with up to three financial advisors who actually fit how you want to be served.
Learn first. Share later. Your information stays with you until you decide an advisor is worth the conversation.
Free for investors. Advisors pay to be screened in.
The honest truth
You probably hired your advisor because they were nice.
The industry is intentionally opaque. Most investors have no clear sense of how their advisor is actually paid, whether the products in their portfolio are best-in-class or simply best-for-the-firm, or what a fair fee looks like for what they're receiving.
Be Aligned was started by someone who spent years inside that industry. The matching engine asks the questions you didn't know to ask, then surfaces advisors whose practice, philosophy, and incentives genuinely line up with your situation.
Or you asked a friend. A friend's recommendation works for a plumber — the job is the same in every house. Your money isn't. Your income, your tax picture, your family, your timeline, your tolerance for risk: none of it matches your friend's. The right advisor for them is, statistically, the wrong advisor for you.
Why Be Aligned
Get smarter before you ever sit down with anyone.
Most people stay with the wrong advisor because the alternative — meeting strangers and handing over their whole financial life on a first call — feels worse than staying put. Be Aligned removes that friction.
Learn before you share
Read substantive, anonymized profiles of three advisors built for your situation. Judge philosophy, fees, and fit on the merits — without giving up your name, employer, or account details.
See a sample advisor dossier →No cold pitches
Advisors never see your contact information unless you explicitly opt in. No sales calls, no lead lists, no email chasing. You stay in control of the conversation.
You control the introduction
When — and only when — you decide an advisor is worth meeting, Be Aligned makes the introduction. By then you'll know the right questions to ask and what a fair answer looks like.
Three steps
A clear path forward.
01
Tell us your situation
A 5-minute questionnaire on your goals, assets, knowledge level, and the kind of advisor relationship that would actually work for you.
02
AI screens our network
Our model matches your profile against vetted independent advisors — weighing fee model, specialty, and working style — and surfaces the three strongest fits.
03
Connect if it's a mutual fit
Review three anonymized advisor profiles. If one feels right, request an introduction. The advisor reviews an anonymized version of your profile. When both sides opt in, contact details are exchanged — free for investors.
Get a second opinion that means something.
Whether you're choosing your first advisor or wondering if your current one is the right one, start with three matches built for you.