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Grow Your Advisory Business with Helix

Join our platform to expand your client base and enhance your practice

How It Works

Create Your Profile

Sign up and create a detailed profile showcasing your expertise and services.

Get Discovered

Clients searching for financial advice will be matched with your profile based on their needs.

Connect and Advise

Engage with potential clients through our secure messaging system and schedule consultations.

Join as an Individual or Firm

For Individual Advisers
Build your personal brand and connect with clients directly
  • Create a personalized profile showcasing your expertise
  • Connect with clients looking for your specific skills
  • Access tools to manage your client relationships
  • Benefit from our secure platform and compliance tools

Benefits of Joining Helix

Expand Your Reach
  • Access a growing pool of potential clients
  • Improve your visibility in client searches
  • Showcase your expertise and services
Streamline Your Practice
  • Secure platform for client communications
  • Robust compliance and security features
  • Efficient onboarding process for new clients

Success Stories

Sarah Johnson, CFP®

"Helix has transformed how I grow my practice. It's now my primary source of new client acquisitions."

Sarah Johnson, CFP®

Individual Adviser

Michael Chen, CEO of Chen Financial Advisors

"Our firm has seen a 30% increase in new client inquiries since joining Helix. The platform's tools have streamlined our entire client acquisition process."

Michael Chen, CEO of Chen Financial Advisors

Advisory Firm

Ready to Grow Your Advisory Business?

Join Helix today and start connecting with new clients

Frequently Asked Questions

How do I sign up as an adviser or firm?

Click the 'Join Helix' button, choose between individual adviser or firm, then fill out your profile information and verify your credentials. Once approved, you can start connecting with clients.

What are the differences between individual and firm accounts?

Individual accounts are for solo practitioners, while firm accounts allow multiple advisers under one umbrella, with additional team management and analytics features.

Is there a fee to join Helix?

We offer various subscription plans for both individuals and firms. You can start with a free trial to explore the platform before committing to a paid plan.

How are clients matched with advisers or firms?

Our algorithm matches clients with advisers or firms based on expertise, location, and specific financial needs. Clients can also search and filter profiles directly.