Meet Inside Analyst Search

We are creating the future of financial advice

Inside Analyst Search builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. We come into the office every morning with a goal of creating the future of financial advice.

We believe that the best advice is personal, scientific and beautiful. These three ideals drive everything that we do.

Personal

We begin with the advisor-client relationship and work outward from there. The best advice is deeply human – it begins and ends with people.

Scientific

We are always searching for new ways to understand investing and investor behavior. The best advice is informed by research – evolving based on developments in quantitative finance, behavioral economics, business analytics and artificial intelligence.

Beautiful

We are creative and design-minded, which gives our technology a different aesthetic compared to other firms. The best advice is inspiring.

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Recent Action! Articles

Aaron Spradlin: The vital role of AI in financial advisory practices

Jonathan Bergman: The the art of listening to clients for financial advisors