Advicers
Private
5 members
$29/month
🚀
Financial advisors: see what works, skip what doesn't. $29/mo, cancel anytime.
Every advisor is testing the same CRMs, planning tools and AI notetakers, mostly alone. Advicers is where you compare notes with the ones who already did the testing.
What you get:
🔴 Stack Swap, live every Tuesday: share your tech stack, get honest feedback
🔴 AI office hours, live every Thursday: bring a task, leave with a prompt or tool
🔴 Demo Day, monthly: two vendors, members' questions only
🔴 Courses: tech stacks by firm size, CRM & planning picks, AI, getting found, going independent
🔴 An "Advicers member" badge on your Advicer.bio page
Built on data from 9,263 wealth management firms' tech stacks. We bring the data; members bring what it's like to use the tools.
For advisors, planners and RIA owners. No pitches: vendors are welcome at Demo Day, not in the feed.
Join, post your stack, and I'll see you Tuesday.
