For advisors
Get in front of investors who actually fit your practice.
Be Aligned is a curated, vetted matching network — not a lead-for-sale directory. We send you investors whose goals, assets, and working style genuinely align with how you serve clients.
Your time is the scarcest resource in your practice. Every match arrives prequalified, with a detailed profile in hand — so the first meeting starts where most second meetings do. No junk lists. No tire-kickers. No chasing.
Prequalified by design
Every investor completes a deep profile — assets, account types, liquidity events, risk nature, estate gaps, service expectations — before they're ever matched. You know who you're meeting before you meet them.
Briefed before the first call
The full profile is delivered to you ahead of the introduction. No discovery questionnaires to email. No back-and-forth to figure out fit. The first conversation is a real one.
Double-blind introductions
You review an anonymized investor profile and decide if it's a fit. The investor reviews an anonymized version of yours. Contact details are exchanged only when both sides opt in — no cold calls, no chasing.
Vetted membership
Every advisor is screened on credentials, regulatory history, fee structure, and practice philosophy before being added to the network.
No bought lists, ever
Be Aligned doesn't resell leads, syndicate contact data, or charge per introduction. The investors you meet came here looking for an advisor — not the other way around.
Built by an insider
Founded by an industry veteran who knows what separates a good advisor from a well-marketed one. The standards reflect that.
Membership
Flat annual fee. No per-lead charges.
No revenue share, no upsells, no chasing. Two membership tiers, plus tailored arrangements for firms.
Standard
$1,500 / year
or $2,250 for 2 years — auto-renews
For independent advisors and small practices.
- Full profile in the matching engine
- Unlimited investor matches when you're a fit
- Mutual opt-in introductions — no cold leads
- Annual practice review with the Be Aligned team
High net worth specialist
$5,000 / year
For practices that specialize in clients with $10M+ in investable assets.
- Everything in Standard
- Priority routing for $10M+ investor matches
- Profile flagged for complex situations — concentrated stock, liquidity events, multi-generational families
- Direct line to the Be Aligned matching team
Firms
Bringing a team or an ensemble firm? We offer special rates for multi-advisor practices, or team pricing, email us at: info@bealignedtoday.com.
Applications are reviewed individually. Not all applicants are accepted.