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Partners
Last updated: August 2026
When you request a meeting with a new advisor, AdviceIndex arranges the introduction through participating advisors and partner firms, including advisor-matching networks. A partner receives your contact details, and your report if you chose to share it, only when you submit the meeting-request form, and only to contact you and schedule the conversation you asked for.
Partners may compensate advice.ai for introductions. How that works, and what an introduction does and does not mean, is described in our Advisor Referral Disclosure.
We do not sell your personal information, and no partner receives anything unless you voluntarily provide it. See our Privacy Policy for what stays on your device.
Questions about a partner or an introduction you received: email legal@advice.ai.