Is Squiggle a Financial Advisors?
No, we are a tech company that provides the right infrastructure for clients and advisors to connect.
Do I need to invest a certain amount of money to use squiggle?
No, no minimums required.
How do you Vet Advisors?
We use data from FINRA and SEC to check the advisors when they register on the platform. We are also using customer feedback to identify any issues.
How do I GET mY employer TO SIGN UP TO Squiggle?
Why Did you decide to create a market Place (and not aN ADVISOR FIRM)?
First, we wanted to give the flexibility to our clients to connect to a large pool of advisors. Second, it makes us laser focused on advice quality, which ensures that the clients end up satisfied.