Uncover Client Insights & Craft Winning Proposals

Ignite growth with investment proposals that delight by serving your clients’ best interests. Build trust and affirm commitment to their success.

Advisors who trust us

Navigate your clients' financial journey together

Go beyond risk questionnaires by diving into insights to align interests with investments and personalize strategies that are as individual as the clients you serve.

Client Discovery

Know your client and meet them where they are in their financial journey.

Proposals

Show where your clients could go by incorporating their risk profile, values and other insights.

Research & Investing

Take action by personalizing strategies that are holistically aligned.

Get all the data you need to drive growth and impact

Coverage for 9,000 Companies

Mapped to Over 153,000 Securities

For Values Alignment with 27 Topics

Using 600+ Metrics for Analysis

Here’s what some of our customers say...

I just met with a client who loved the tool…he is excited to take the next step.

Because of SeekInvest, I was able to delight a recent client who asked sensitive questions about wokeness

We have been trying to create our own lead funnel to grow our business and this tool is perfect for that

Embrace the future of wealth management

Delight clients and ignite growth with SeekInvest. Streamline capturing insights, crafting proposals and executing personalized strategies.