Onesta

What is Onesta?

Onesta is a finance-based platform that offers users a variety of features to help them find the best financial advisor tailored to their individual needs. Upon using Onesta, users can gain access to a wide range of advantages such as a powerful search engine that filters advisors by fee-only, fiduciary, robo-advisor, CFA, CPA, retirement planning, and more. In addition to this, the AI-powered assistant, OnestaBot, provides users with helpful educational material and answers to finance-related questions. To ensure users have all the information they need, Onesta also processes SEC registration data for advisors, such as form ADV, for thorough reviews.

Through Onesta’s advisor profile management system, financial advisors can manage their profiles and share personal information with potential clients. For investors who require guidance when making decisions, Onesta provides a variety of resources such as a list of top questions to ask advisors and advice on managing financial windfalls. The use cases for Onesta cater to a wide range of individuals ranging from investors looking to find the best financial advisor to meet their specific needs to financial advisors who wish to showcase their expertise and connect with potential clients. Additionally, Onesta is ideal for those in need of financial guidance and resources to make informed decisions.