How it works
A deliberate process.
Be Aligned isn't a lead-generation directory. It's a curated matching service for people who want to make a serious decision about who manages their money.
Investors learn first and share later. Advisors never see your name or contact details until you decide they're worth meeting.
01
You answer questions you didn't know to ask
Most investor questionnaires are surface-level: risk tolerance, time horizon, the basics. Ours was written by someone who has sat on the inside. It probes how you want to be communicated with, whether you actually need planning vs. investment management, and how you'd react to a 20% drawdown.
02
AI matches you against our vetted network
Every advisor in the network has paid to be screened in and answered an in-depth profile on their practice — fee structure, custody, planning philosophy, ideal client, and how they actually make money. Our AI weighs your answers against theirs and surfaces the three strongest fits.
03
You see three anonymized advisor profiles
You don't get names, firms, phone numbers, or emails — not yet. You get the substance: years in the business, AUM, fee model, certifications, specializations, investing philosophy, client profile, and how they describe their practice. Enough to judge fit on merit, not on a logo or a LinkedIn photo.
See a sample advisor dossier →04
The advisor sees an anonymized version of you
At the same time, each advisor receives a stripped-down version of your profile — your situation, goals, account types, ideal service model, approximate net worth band — with your name, contact details, and employer removed. They evaluate the fit on the same merits you do.
05
Both sides opt in — then the introduction is made
If you want to move forward with an advisor and they want to move forward with you, Be Aligned shares full contact details with both sides and makes the introduction. If either side passes, nothing is exchanged. No cold calls, no lead lists, no chasing.
Ready when you are.
The questionnaire takes about five minutes. You'll see your matches as soon as you finish.
Start the questionnaire