Financial Advisor IQ
- Company typePrivate
- Founded2013
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingDigital Commerce or Content
Financial Advisor IQ firmographics
Firmographics- Name
- Financial Advisor IQ
- Legal name
- F.T. Specialist Inc.
- Website
- https://financialadvisoriq.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Financial Advisor IQ industry classification
Industry- Product category
- Financial News and Research
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
- akta.pro secondary industry
- Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN)
Keywords
Where Financial Advisor IQ is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Financial Advisor IQ business model
Business model- GTM type
- B2B
- Offering type
- Digital Commerce or Content
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations
Revenue model
- Free Registration Access: FA-IQ offers free registration for advisors to access daily news emails, white papers, video interviews, and webcasts. Revenue is generated indirectly through advertising and sponsored content opportunities.
- Advertising and Sponsorships: The platform generates revenue through advertising, sponsored webcasts, and occasional marketing emails sent on behalf of trusted partners. The Legal page notes 'Occasional emails from FAIQ on behalf of trusted partners are acceptable.'
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Free Individual Registration |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Financial Advisor IQ product offering
Product offeringCore offering
Financial Advisor IQ is a daily digital news and research publication for practicing U.S. financial advisors covering practice management, client relationship management, technology adoption, operations, legal and compliance. Its core offering consists of original reporting by in-house journalists, supplemented by the ThinkTank platform that aggregates white papers from 350+ asset managers and provides continuing education credits to registered advisors.
Product overview
Financial Advisor IQ is a practice management-focused news and research publication for financial advisors, offering a unified platform that combines daily news emails, the ThinkTank white paper discovery module with 350+ asset managers and continuing education credits, the weekly Deconstructed newsletter on portfolio construction, video interviews with industry experts, and sponsored webcast events. The core offering is the FA-IQ publication and news content, while ThinkTank serves as a supplementary intelligence platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Advisor IQ News Publication The flagship Financial Advisor IQ publication delivers original daily news, analysis, and industry coverage by in-house journalists focused on practice management, client relationships, technology and operations, legal and compliance for practicing financial advisors.
- ThinkTank White Paper Platform Central platform connecting advisors with white papers from 350+ asset managers, with content covering investing, financial planning, retirement plans, and tax planning topics, plus accredited continuing education credits.
- Deconstructed Newsletter Weekly newsletter from Financial Advisor IQ that breaks down news and perspectives on portfolio construction and cryptocurrency topics for financial advisors.
- FA-IQ Video Library On-demand video interviews featuring industry experts and explainer videos on wealth management topics relevant to financial advisors.
- Sponsored Webcasts Live and on-demand webcast events sponsored by industry partners such as Axos Clearing and Cetera, providing insights on advisor practice management, IBD operations, and transition packages.
Companies that use Financial Advisor IQ
Customer profileSegments1 record
Ideal customer profiles1 record
Financial Advisor IQ technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Financial Advisor IQ partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- Axos ClearingminorAxos Clearing sponsored a webcast titled 'Inside IBDs: Turning Operational Investment into Advisor Advantage' on June 30, 2026. The webcast discussed back-office advancements helping wealth firms stay ahead. Panelists included Matt Schlueter (EVP, Osaic) and Steve Shirmang (SVP, Axos Clearing).
- CeteraminorCetera and Financial Advisor IQ co-hosted a webcast on October 9, 2025 discussing how advisors on the move can compare transition packages and identify options to best support their career.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
Financial Advisor IQ competitors and assessment
Company assessmentBroad incumbents
- Bloomberg: A broad global financial news organization that serves financial advisors among many professional audiences. While not advisor-focused, it competes for advisor attention and for the same asset-manager advertising budgets that fund FA-IQ.
- Morningstar: A broad investment-research and media platform serving advisors and retail investors. It overlaps FA-IQ on research and fund analytics and competes for the same asset-manager sponsorship budgets.
Direct peers
- AdvisorHub: A daily news publication covering the wealth-management industry for financial advisors. It competes directly with FA-IQ on the same practice-management, recruiting, and wirehouse/IBD beats, and former FA-IQ reporter Jake Martin previously worked at AdvisorHub.
- WealthManagement.com: An advisor-focused digital media property covering practice management, technology, and investments. It competes with FA-IQ on daily news content and on sponsored content/webcasts aimed at RIAs and broker-dealers.
- Advisor Perspectives: An advisor-facing media site offering market commentary, research, and practice-management content. It overlaps FA-IQ on editorial content targeted at independent and wirehouse advisors.
- InvestmentNews: A long-standing trade publication serving financial advisors with daily news, practice-management content, and industry events. It overlaps FA-IQ on core topics including practice management, regulation, and advisor moves.
- Citywire USA: A US wealth-management news and fund-research publication. It directly overlaps FA-IQ on advisor news coverage and was a prior employer of FA-IQ Managing Editor Jake Martin.
- ThinkAdvisor: A digital publication for financial advisors providing news, research, and practice-management coverage. It targets the same registered-advisor audience as FA-IQ and competes for the same advertiser wallet.
- Financial Planning (SourceMedia): A long-running financial-advisor trade publication covering news, regulation, and practice management. It is a direct competitor for both audience attention and advertising spend.
- RIABiz: A trade publication focused on the registered investment advisor (RIA) channel, covering practice management, M&A, and technology. It targets a core subset of the same audience FA-IQ serves.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Financial Advisor IQ social profiles
Digital presenceFinancial Advisor IQ financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financial Advisor IQ leadership team
Management profileNumber of profiles
Profiles18 records
Financial Advisor IQ funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financial Advisor IQ M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Financial Advisor IQ
What does Financial Advisor IQ do?
Financial Advisor IQ is a daily digital news and research publication for practicing U.S. financial advisors covering practice management, client relationship management, technology adoption, operations, legal and compliance. Its core offering consists of original reporting by in-house journalists, supplemented by the ThinkTank platform that aggregates white papers from 350+ asset managers and provides continuing education credits to registered advisors.
Is Financial Advisor IQ a public or private company?
Financial Advisor IQ is a private company. It is classified as corporate owned and is currently operating.
When was Financial Advisor IQ founded?
Financial Advisor IQ was founded in 2013. It employs 1 to 10 people.
Where is Financial Advisor IQ based?
Financial Advisor IQ is headquartered in New York, United States, in the North America region.
How does Financial Advisor IQ make money?
Two revenue lines are on record. Free Registration Access are the primary driver. The others are advertising and Sponsorships.
Who are Financial Advisor IQ's main competitors?
Broad incumbents on record are Bloomberg and Morningstar. Direct peers are AdvisorHub, WealthManagement.com, Advisor Perspectives, InvestmentNews, Citywire USA, ThinkAdvisor, Financial Planning (SourceMedia) and RIABiz.
Does Financial Advisor IQ have an API?
No public API is recorded for Financial Advisor IQ.
What industry is Financial Advisor IQ in?
Financial Advisor IQ's product category is Financial News and Research. Its primary akta.pro industry code is FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail), with a secondary code of EDAAAJAN, Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors). Its NAICS code is 523940 and its SIC code is 6282.