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Onesta

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About Onesta

Onesta is a financial advisor search platform that utilizes AI technology to help users find the most suitable advisor based on their specific requirements. Its powerful search engine enables users to filter advisors based on various criteria such as fee-only, fiduciary, robo-advisor, CFA, CPA, retirement planning, and more. OnestaBot, the AI-powered assistant, provides educational material and answers finance-related questions to assist users in making informed decisions. Onesta also conducts detailed background checks by processing SEC registration data for advisors, such as form ADV, for thorough reviews. The platform allows advisors to manage their profiles and share personal information with potential clients. Additionally, Onesta offers investor resources such as a list of top questions to ask advisors and advice on managing financial windfalls. Onesta caters to various individuals, including investors seeking the best financial advisor to meet their specific needs, financial advisors looking to showcase their expertise and connect with potential clients, and individuals in need of financial guidance and resources to make informed decisions.

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