Onesta

Onesta is a platform that helps people find the right financial advisor for their needs. Our powerful search engine allows users to filter advisors based on fee-only, fiduciary, robo advisor, CFA, CPA and retirement planning criteria. Additionally, OnestaBot – our AI-powered assistant – provides educational material and answers questions related to finance. We also offer background checks and reviews of advisors through SEC registration data processing.

Advisors can use Onesta to manage their profiles and provide personal information so potential clients can get to know them better before making a decision. We have resources available for investors too, such as a list of the top 13 questions to ask when meeting an advisor and advice on how to manage a financial windfall.

At Onesta we are passionate about helping people make informed decisions when it comes to their finances. Our platform has been designed with this goal in mind: from our powerful search engine to our AI-powered assistant; from detailed background checks of advisors to resources for investors; we want people everywhere to have access to the best possible financial advice tailored specifically for them.