Transforming Financial Advice Together
Enhancing the Financial Advisory Experience for Consumers, Advisory Firms, and Publishers.
Folmar Advisory is dedicated to revolutionizing the financial advisory landscape, creating a superior experience for consumers, advisory firms, and publishers alike. Our innovative business model efficiently connects the industry’s leading advisory firms1 with the highly engaged audiences of digital media publishers.
Driven by a team of experts, including MIT-trained scientists and engineers, we take a scientific approach to connecting consumers with financial advisory firms, ensuring a seamless digital experience. Our proprietary 1:1 matching algorithm intelligently pairs consumers with advisory firms based on their unique needs, delivering higher quality prospects for advisory firms and maximizing efficiency.
Advisory Firm Partnerships
Folmar’s exclusive network is reserved for industry-leading advisory firms with a proven track record of organic growth. Our platform offers firms customizable controls over performance metrics, lead pacing, and targeting, empowering them to optimize their client acquisition strategies. Utilizing AI and data analytics, Datalign facilitates quality one-to-one matches between consumers and advisory firms, simplifying the client experience and driving conversion for RIAs.
To learn more, please contact our Advisory Firm partnership team at: contact@folmaradvisory.com.
Publisher Partnerships
Folmar’s innovative platform and revenue model options enable publishers to unlock the full potential of their audience while ensuring a top-notch user experience.
Our selective network of advisors comprises industry leaders with the expertise to enhance your audience’s financial journey.
Moreover, our AI-driven platform streamlines the consumer experience by handling the filtering process, ensuring they are matched with the most suitable advisory firm.
1As of Feb 2024, 86% of RIAs on the Folmar platform are on the 2023 Barron’s Top 100 RIA list, which ranks firms based on assets, revenue and quality of practice. Learn more about the Barron’s Top Advisors methodology here.