Valinor Finance

Valinor is the first review platform built specifically for finding financial advisors, planners, etc...Valinor gives consumers a transparent view into which advisors have done great work for their clients. For advisors, Valinor helps showcase their impact through verified client reviews. Unlike lead-gen marketplaces that prioritize ad spend, Valinor empowers advisors to build trust, credibility, and visibility based on reputation.

Key Features

- Read verified reviews of Financial Advisors: We list advisors based on data collected in reviews from verified clients. This allows consumers to get a granular, nuanced look at which advisor has already served clients like them and solved problems for those clients

- SEC Compliant Review Generation and Display: The Valinor platform is designed to keep advisors compliant with SEC regulations in both review generation and when displaying reviews publicly

- Advisor Profiles: Each advisor gets a customizable profile showcasing their specialties, professional designations, SEC disclosures, and client reviews.

- Search Tools: Users can search for advisors based on location, specialties, services offered, or life situation (e.g. business owner, nearing retirement), making it easier to find the right fit advisor.

- Reputation-Based Rankings: Advisors are ranked based on data included in reviews, essentially verified client experience so great advisors can stand out on merit, not marketing budget.

- Review Analytics Dashboard: Advisors get access to feedback trends, client sentiment data, and review metrics to improve service and differentiate their practice.

- Trust through transparency: Read verified reviews from real clients to see how an advisor has helped people like you.

- Find the right fit: Search by location, specialties, designations, or your specific financial needs, from equity comp to retirement planning.

- Cut through the noise: No more lead-gen traps or pay-to-play directories. Valinor shows you advisors based on quality, not ad dollars.

- Feel secure in your choice: Each review is structured to follow SEC compliance standards and comes with disclosures you can trust.

- Grow through client advocacy: Let your happiest clients tell your story, no sales pitch needed.

- Rank on reputation, not ad spend: Valinor levels the playing field. Great service = better visibility, not bigger budgets.

- Differentiate your practice: Highlight your specialties, designations, and what clients say you do best.

- Stay compliant and protected: Our SEC-aligned review process ensures you can safely collect and promote testimonials.

- Boost online visibility: Improve your digital footprint and SEO with a professional profile and shareable reviews.