For financial advisors & multi-family offices
The advisor marketplace you can actually trust.
Reavo users already track their money and know their numbers — then reach the moment they need a real advisor. We hand them to you: matched on fit, on Charter terms, with a Cockpit built to serve them. Placement can't be bought. That's the whole point.
A marketplace built on trust, not on ad spend.
We don't sell leads to the highest bidder. We introduce you to people who fit what you do — and we tell them, in plain dollars, exactly how the introduction works. Honest for them, fair for you.
🤝
We send you warm clients
Users who are already engaged and self-identify the moment they're ready for advice — not cold names.
⚖️
Matched on fit, never on fees
Specialty, life stage, and values decide the match. What you pay us can't move you up a list.
🛡️
The Charter protects everyone
The client's data stays theirs, your fees are shown plainly, and no relationship is ever locked in.
What you get
Enterprise-grade client tools, a warm pipeline, and compliance built in — in one platform instead of five.
🎯
A warm client pipeline
Matched, consented introductions plus a public profile users can find you through.
🎛️
One client Cockpit
Your whole book and each client's full picture — net worth, goals, cash flow, fitness — with consent.
🔒
Encrypted communication
Secure messaging your clients see inside Reavo, retained for compliance automatically.
📣
Push advisories
Send portfolio decisions and warnings straight to a client's phone — typed, disclosed, logged.
⭐
A profile that earns trust
Credentials, specialties, a transparent fee model, and verified reviews from real clients.
🛡️
Compliance built in
Consent, disclosures, and a full communication archive — designed for how you're regulated.
Three steps to your first client
No lead-buying. No cold calling. Just fit.
1
Claim your profile
Verify your credentials, set your specialties and fee model. Free to start.
2
Get matched
Warm, consented introductions arrive with a snapshot of why they fit you.
3
Onboard with consent
The client grants scoped, revocable access to their Cockpit — you start informed.
Run your whole practice from one screen
See your entire book's health at a glance, spot who's off-track, accept new matches, and message clients — all in the Advisor Cockpit. Open any client and you see the same honest picture they do, with their permission.
Try the interactive dashboard →Opens the live sample dashboard — click through the tabs.
Households
38
Assets in view
$52.4M
Needs action
6
Delgado · retirement gap
Review
M. Chen · cash drag
Advisory
New match · equity-comp
Accept
Sample data — illustrative.
Sample profiles — illustrative
Meet the kind of professional users find here
Not just investment advisors — CPAs, tax strategists, and estate specialists list here too, so a client can build a whole coordinated crew. Every profile shows credentials, specialties, and a fee model in plain terms, with verified reviews from clients actually served through Reavo. This is what a user sees when they're matched to you.
Adrian Reyes, CFP®
Fee-only fiduciary · Dallas, TX + virtual
★★★★★ 4.9 · 27 verified
Equity comp
Military transitions
0.80% AUM or $3,000/yr flat. No commissions.
Priya Nair, CFA
RIA · virtual nationwide
★★★★★ 5.0 · 41 verified
Retirement
Windfall planning
Flat-fee planning, $250/mo retainer.
Marcus Bell, ChFC®
Multi-family office · Frisco, TX
★★★★★ 4.8 · 63 verified
HNW families
Estate & legacy
Tiered AUM, disclosed on match.
Dana Okafor, CPA
Tax strategist · small-business & equity comp
★★★★★ 4.9 · 38 verified
Tax planning
RSU & K-1
$450 tax-strategy session · flat returns.
Sample profiles & photos — illustrative. Advisors appear in fit order; placement is never for sale.
How you get matched
Clients arrive with a diagnosis. You get matched to the gap you're best at.
Reavo reads each user's real financial data and maps their gaps — equity comp, retirement, tax, estate, insurance. Then it matches every gap to the advisor who's genuinely strongest at that. A user can assemble a whole Flight Crew of specialists, right-sized to what they can actually afford. Two things follow for you:
🎯
Your specialty is your edge
You don't need a huge book to win here. If you're the best at one thing, you get matched for exactly that — how a brand-new advisor lands their first clients, and how a multi-family office anchors an entire crew.
📈
You're ranked on merit — and clients see it
Two earned scores set your rank: your Ability (verified credentials, domain expertise, complexity handled) and your Client Satisfaction (verified reviews, responsiveness, retention). Clients see both, side by side. Do great work and rise — nothing you pay can move you up.
Because we right-size every crew to the client's means — and tell them when they don't
need to hire anyone — the introductions you get are real, affordable, and likely to stick. Fewer dead leads, better matches.
Fair to you. Honest to them. Sustainable for us.
We keep it simple and transparent — and we never make money in a way that could bend a match.
Free to start
A brand-new advisor gets a real profile, real matches, and the core Cockpit at no cost. Grow into the rest.
Pay for value, not survival
Simple plans for the tools you use, and you only pay for an introduction when a match actually becomes a client. Never a cut of your AUM or your advice fees.
Nothing you pay changes a match
Placement can't be bought, and any introduction economics are shown to the client in plain dollars. That firewall is the product.
Plans that grow with you — from solo to multi-family office. (Simple, transparent pricing shared when you join the network.)
The Advisor Objectivity Charter
What we'll never do — in writing.
We never sell placement.
Matching and directory order are fit-based. Money can't move them.
We never take a cut of your AUM or advice fees.
Your client relationship is yours.
We disclose every introduction economic.
In plain dollars, to the client, on the match screen.
The client's data is the client's.
Scoped consent, revocable anytime, portable on exit.
Verified reviews only.
Only clients you actually served here can review you.
No lock-in.
Clients can cut access instantly and switch anytime — so the ones who stay, stay because you earned it. If it ends, everyone leaves whole.
Join the advisor network
Tell us about your practice. We're onboarding founding advisors now — fiduciaries first.
Apply to join the founding cohort →
Applications reach our team through Reavo's Contact form — include your name, firm / RIA, credentials (CFP®, CFA, CPA, EA, JD, series…), and specialties, and we'll follow up. We're onboarding founding advisors now — fiduciaries first.
Reavo is a technology platform, not a registered investment adviser, broker-dealer, or custodian, and does not provide investment, tax, or legal advice. Advisory services are provided solely by independent, licensed professionals. Matching and introductions are made on fit; any compensation Reavo receives in connection with an introduction is disclosed to the user in plain dollars. Reviews reflect individual experiences and are not a guarantee of results. Advisor names, photos, and profiles shown are illustrative placeholders. Features described include planned capabilities that are not yet available. The advisor network is pre-launch and onboarding founding advisors.