Onesta

Join the AI revolution with Onesta and make informed financial decisions with our platform. Our AI-powered assistant, OnestaBot, provides you with crucial info.

Features

• Uncover important info: Look up reviews, disclosures, and key details about any professional who provides financial services.
• Browse advisor database: Search, filter, and sort through every SEC-registered advisor with our powerful database.
• Protect your information: Get the info you want without getting spammed with our anonymous advisor messaging.

Use Cases:

• Get an advisor background check: Onesta provides details about legal action taken against advisors so that you can be aware of their history.
• Look through client reviews: We are working to collect reviews to help you make more informed decisions.
• Find crucial business information: Onesta collects and processes every advisor’s SEC registration data (form ADV) for your benefit.

Join Onesta and make the best out of your financial future. Browse every SEC-registered advisor with our powerful database and chat with our AI assistant, OnestaBot.