TFA - Trusted Financial Advisor

Name

TFA - Trusted Financial Advisor

Legal name

TrustedFinancialAdvisor.org

Website

https://trustedfinancialadvisor.org

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Financial Advisor Marketplace and Investment Research Platform

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAGAEAH

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech)

Financial & Insurance/Financial Technology (Fintech)/Robo-Advisory & Digital Wealth Platforms

Keywords

• Financial advisor directory
• Advisor verification platform
• Investment research tools
• Market forecasting software
• Advisor performance scoring

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Advisor Appointment Fees: TFA charges advisors $5 per appointment they accept from the platform. No monthly platform fee, no setup fee, and no cost to get started. Advisors pay only when they successfully receive and accept a client introduction.
2. Platinum Subscription: Premium tier offering deeper trade write-ups and full memo analysis beyond the 7 free tools available with standard account. Paid tier for investors seeking advanced research insights.
3. Freemium Core Tools: Core research tools (Trading Planner, Candlestick, Insiders, Hedge Funds, Correlation, Options, Futures) are free. Revenue from premium Platinum tier while providing free value to attract directory traffic.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

TFA operates a peer-to-peer financial advisor network that connects individual investors with credentialed financial advisors (CFA, CFP, CPA, CA) through a verified directory ranked by the proprietary TFA Score. The platform bundles the directory with the Idea Zone, a suite of eight daily research tools covering market forecasting (Market Vision), candlestick patterns, insider filings, 13F hedge fund positioning, correlation analysis, options, futures, and premium Platinum trade write-ups. Investors access core tools for free with an optional Platinum subscription, while advisors are onboarded by invitation and pay $5 per accepted client appointment.

Product overview

TFA operates as a peer-to-peer financial advisor network combining an advisor directory with integrated research tools. The platform consists of the core TFA Network connecting investors with verified financial advisors, the MoneyChoice App for active trading, and the Idea Zone suite of eight research tools. Advisors are evaluated using the TFA Score based on prediction accuracy and client feedback. The ecosystem includes tools for market forecasting (Market Vision), portfolio tracking (Live Portfolio, Smart Portfolio), technical analysis (Candlestick Pattern Scanner), institutional activity tracking (Hedge Funds, Insiders), correlation analysis, options and futures analysis, plus a premium Platinum Trade Ideas tier. The platform differentiates through performance-based advisor rankings and optional AI-enhanced analytics tools.

Differentiator

Problem solved

Functional benefit

Products and services

• TFA Network Peer-to-peer financial advisor network connecting individual investors with verified financial advisors (CFA, CFP, CPA, CA, Risk Managers). Features include advisor directory search by ZIP/name/language, TFA Score performance-based rankings, client feedback, credential validation, and appointment booking. Target users: individual investors seeking trusted advisors and credentialed financial professionals seeking client leads.
• Idea Zone Suite of eight integrated research tools for daily trading routine, including Trading Planner, Candlestick patterns, Insider filings, Hedge Fund 13F positioning, Correlation analysis, Options analysis, Futures analysis, and Platinum trade write-ups. Seven tools are available on the free account; Platinum is a paid premium tier. Target users: self-directed investors and active retail traders.
• MoneyChoice App Mobile application (iOS and Android) providing short-term trading ideas (1-2 week timeframes), live portfolio tracking, market predictions, and analysis tools. Integrates with TFA via single sign-on. Target users: active retail traders and short-term market participants.
• Market Vision Crowdsourced market forecasting tool where advisors enter price targets for stocks, gold, oil, and other assets, competing for prediction accuracy with monthly prizes. The tool feeds the TFA Score ranking. Target users: financial advisors building a track record and investors seeking aggregated market outlooks.
• Platinum Trade Ideas Premium subscription tier providing deeper trade write-ups and full research memo analysis. Adds the eighth tool to the Idea Zone suite. Target users: investors seeking advanced, detailed research beyond the free core tools.
• Live Portfolio
• Smart Portfolio Portfolio management tool with price targets, manipulation alerts, and push notifications for stock movements. Target users: TFA platform users seeking alerts and price target monitoring.
• Open Challenge Practice trading workflow simulator enabling users to compete against platform-generated signals and test strategies without using live capital. Target users: investors learning the platform's research tools and signal-based strategies.

Quantifiable outcome

• TFA advisors can achieve visibility through prediction accuracy tracking rather than marketing spend
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

One partnership is on record.

• MoneyChoicecoreTechnology or IntegrationTFA and MoneyChoice operate as integrated platforms sharing a single sign-on account. TFA focuses on long-term financial planning and advisor workflows while MoneyChoice provides short-term trading ideas (1-2 week timeframes) and active trading strategies. The platforms are designed to address different investment horizons and serve complementary needs within the same user ecosystem.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Wealthfront: Large robo-advisor and direct-to-consumer wealth platform. Operates broadly in investor-to-advisor discovery but with an in-house algorithmic advisory model, not a third-party advisor marketplace.
• Betterment: Established digital wealth manager offering both consumer investing and an advisor/B2B platform. Comparable to TFA only at the broad category level — not a true peer in third-party advisor matching.
• Addepar: Wealth management technology platform for high-net-worth advisors and family offices. Broad incumbent providing institutional-grade tools tangential to TFA's advisor-facing tooling ambitions.
• Orion Advisor Solutions: Large established advisor technology provider serving RIAs and broker-dealers with portfolio, CRM, and planning tools. Broad incumbent in the advisor-tech ecosystem that TFA's Idea Zone partially overlaps.

Direct peers

• Range: Modern financial planning platform that connects consumers with fee-only advisors and provides planning tools. Closely comparable to TFA's combine-a-directory-with-tools positioning.
• Zoe Financial: Venture-backed consumer-to-advisor matching platform with verified CFP® advisors and lead-conversion economics. Directly competes with TFA on verified-advisor discovery and free investor tools.
• Harness: Financial planning platform pairing consumers with fiduciary advisors through a tech-enabled experience. Comparable to TFA on advisor matching as a primary use case.
• SmartAsset: Large-scale consumer-advisor matching marketplace with heavy SEO content marketing. Same core use case as TFA — matching investors with credentialed advisors — though with broader content and a national advisor roster.
• Facet Wealth: Flat-fee registered investment advisor serving mass-affluent clients with a tech-led advisor matching model. Overlaps with TFA on consumer-facing financial advisor discovery and integrated planning tools.

Others

• Morningstar: Investment research and data provider whose data feeds and analyst ratings are adjacent to TFA's research tool layer (Insiders, 13Fs, etc.) and to the kind of performance benchmarking TFA Score aspires to provide.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TFA - Trusted Financial Advisor