Financial guidance, matched to how complex your life actually is.
Pladsy matches you with a verified financial advisor when your situation calls for one — or a trustworthy digital-first solution when it doesn't.
Recommended path
A human financial advisor
Sarah K.
Retirement · Tax planning
David M.
Estate planning
Real advisors, real vetting
Every advisor you meet has already cleared our verification process.
Before an advisor ever appears in a match, we check their registration and disciplinary history against SEC and FINRA records — so the person you talk to is exactly who they say they are.
Why Pladsy is different
Verified, not just listed
Every advisor's registration and disciplinary history is checked against SEC and FINRA records before they ever appear in a match.
Matched to your complexity, not your net worth
No $150k minimum. If a human advisor isn't the right fit yet, we say so and point you to a digital-first option instead.
One qualified match, not a lead list
We only ever send a client to an advisor once, with clear context on why they were matched — not a spray of unqualified leads.
How it works
Tell us where you're at
A two-minute intake on your goals, your finances, and how you'd like to meet — online or in person.
Get matched
Our matching engine scores your complexity and finds the right kind of help — a verified human advisor, or a digital-first tool.
Talk it through, safely
Message your match directly inside Pladsy. We block personal contact info until you're ready to take it further.
Grow your financial know-how
Guides to navigate every step of your financial journey.
Ready to find guidance that fits your life?
Two minutes of questions, one clear recommendation. No obligation, no cost.
Find my match — it's freeFrequently asked questions
Is Pladsy free to use?
Yes. Getting matched with an advisor or a digital-first solution never costs you anything.
How are advisors verified?
Every advisor's registration and disciplinary history is checked against SEC and FINRA records before they're ever eligible to appear in a match.
What if I don't need a human advisor?
That's fine — Pladsy is built to say so. If your situation is simple, we'll point you to a trustworthy digital-first solution instead of pushing you toward an advisor you don't need yet.
Is my information kept private?
Your quiz answers and messages stay inside Pladsy. Our chat actively blocks attempts to share phone numbers, emails, or social handles before you're ready to take a conversation further.
I'm a financial advisor — can I join?
Yes. Advisors can sign up, choose a plan, and start receiving matched introductions once their credentials are verified.
Are you a financial advisor?
Connect with qualified, verified prospects matched to your specialties — not a mass lead list.