What departments does WiserAdvisor have?

WiserAdvisor has employees across 2 departments including Program & Project Management, Accounting.

What is the largest department at WiserAdvisor?

The largest department at WiserAdvisor is Program & Project Management with 1 employees.

Where are WiserAdvisor employees located globally?

WiserAdvisor has employees across 2 continents and 3 countries including India, United States Of America, Canada.

How has WiserAdvisor's team size changed over time?

WiserAdvisor's team has decreased from approximately 19 to 18 employees based on available data.

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WiserAdvisor Employee Directory

Financial ServicesVirginia, United States11-50 Employees

WiserAdvisor operates a financial services platform that connects motivated investors with up to three qualified financial advisors. The platform draws on a nationwide network that includes financial advisors from large Fortune 500 companies as well as small independent firms. Investors seeking guidance on retirement planning, portfolio management, annuities, 401(k) rollovers, and estate planning use the service.
Advisors opt in to directory listings to highlight their credentials, websites, and contact numbers, while investors receive a professionally crafted profile with the advisor’s bio, credentials, FAQs, and contact information, and leads are delivered in real time via email, cell phone, or XML. Based in Fairfax, Virginia, the company was founded in 1998, and in August 2023 it acquired Indyfin, LLC.

WiserAdvisor Global Highlights

North America
17

United States Of America
16
Canada
1

Asia
2

India
2

WiserAdvisor's Leadership

B. H.
Program Manager
Mobile Phone
Email
D. C.
Account Success Manager
Mobile Phone
Email
A. S.
Lead Verification & Automation Specialist
Mobile Phone
Email

WiserAdvisor Employee Metrics

100%

50%

2026

2025

Banking
Sales
Business
Finance
Program & Project Management
Other

Contact profiles from WiserAdvisor

Name

Title

Contact Info

Location

Last Update

B. H.
Program Manager
Mobile Phone
Email
CanadaBritish Columbia
Apr 15, 2026
D. C.
Account Success Manager
Mobile Phone
Email
Oct 17, 2024
A. S.
Lead Verification & Automation Specialist
Mobile Phone
Email
IndiaWest Bengal
Jun 25, 2026

Frequently Asked Questions

What is WiserAdvisor known for?

WiserAdvisor was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-408-419-****

. Explore WiserAdvisor's company overview page for more information.

What is WiserAdvisor's most common email format?

WiserAdvisor employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WiserAdvisor email formats with LeadIQ.

How many employees does WiserAdvisor have currently?

WiserAdvisor has approximately 18 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are WiserAdvisor's key employees and leadership?

As of July 2026, WiserAdvisor's key employees include:

Program Manager: B. H.
Account Success Manager: D. C.
Lead Verification & Automation Specialist: A. S.

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WiserAdvisor Employee Directory

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