FA Match is an online marketplace that connects financial advisors with firms using their Advisor Match platform, which is powered by AI. The platform facilitates the recruitment and acquisition of financial advisors for firms.

FA Match

AdvisorStream provides an omnichannel marketing platform for financial advisors that aims to enhance client communications and drive growth through automation and AI-powered insights.

AdvisorStream

FA Match | 2,965 followers on LinkedIn. An Opportunity Exchange for Financial Advisors and Firms | Founded by industry veterans looking for a better solution, FA Match is the first dedicated career platform to help financial advisors find the best home for their book of business.

Our platform uses advanced AI technology and human touch to deliver the best match for advisors and firms to create lasting relationships that have a positive impact for both sides - because we understand that success is driven by data, integrity, and human connections.

Jim Roth

VP Recruiting at FA Match

Alexander Katsabanis

Co-Founder & CTO at FA Match

Eric Savage

Sonu Choudhary

To lead with courage is not merely to take bold steps but to do so with an unflinching resolve, a sound ethical compass and a vision of success that beckons even the most reluctant followers.

Perfectionism is so pervasive that there’s a test to measure it: the Multidimensional Perfectionism Scale.

If you have ever wondered why you didn’t get that coveted internal job that you desired, it may be due to the 9-box talent review system.

Putting family first and knowing where to draw the line - Ryan Shanks , Co-founder and CEO of FA Match , on The Customer Wins with Rich Walker Full Episode: https://lnkd.in/grRp_QSQ

Rich Walker 🏁

Here are five ways meetings could look and feel different in the future.

How are you today? Tell us what you want to hear from us. If you want to stay up-to-date with us, follow our Page.

Potential of AI in advisor transitions - Ryan Shanks , Co-founder and CEO of FA Match , on The Customer Wins with Rich Walker Full Episode: https://lnkd.in/grRp_QSQ

Calling all women financial advisors. If you want to finally align with a wealth management organization who truly supports you and who has women in a current leadership position, then let's talk. As a male ally of Females and Finance Community , I understand your concerns. Ask Sheryl Hickerson, FLMI about my integrity, ethics and desire to help women in our industry! All you have to do is scan the QR code below to call or email me. FA Match

Metric
Company Name	FA Match	AdvisorStream
Symbol
MSH ID	COM:FAMATCH	COM:ADVISORSTREAM
Market	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Commercial & Professional Services
Industry	Financial Technology	Marketing Technology
Country	US	US
Stage		Debt Financing
Employee Count
Website	famatch.com	advisorstream.com
LinkedIn	famatch	advisorstream
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic	1.05K	142.16K
Web Traffic Growth	6.28	-0.19
Valuation
Raised Capital		1.52M

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EBITDA Margin
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Return on Equity
Return on Assets
Return on Capital Employed

FAMA

COM:FAMATCH

FA Match

Company Overview

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