What departments does WiserAdvisor have?

WiserAdvisor has employees across 4 departments including Engineering, Program & Project Management, Customer Success, Accounting.

What is the largest department at WiserAdvisor?

The largest department at WiserAdvisor is Customer Success with 2 employees.

Where are WiserAdvisor employees located globally?

WiserAdvisor has employees across 2 continents and 3 countries including India, United States Of America, Canada.

How has WiserAdvisor's team size changed over time?

WiserAdvisor's team has decreased from approximately 19 to 18 employees based on available data.

WiserAdvisor Employee Directory

Q: Who are WiserAdvisor's key employees and leadership?

WiserAdvisor's key employees include: Ceo: R. B., Cto Wiseradviser: M. M., Head Of Strategy: M. J..

Financial ServicesVirginia, United States11-50 Employees

WiserAdvisor operates a financial services platform that connects motivated investors with up to three qualified financial advisors. The platform draws on a nationwide network that includes financial advisors from large Fortune 500 companies as well as small independent firms. Investors seeking guidance on retirement planning, portfolio management, annuities, 401(k) rollovers, and estate planning use the service.
Advisors opt in to directory listings to highlight their credentials, websites, and contact numbers, while investors receive a professionally crafted profile with the advisor’s bio, credentials, FAQs, and contact information, and leads are delivered in real time via email, cell phone, or XML. Based in Fairfax, Virginia, the company was founded in 1998, and in August 2023 it acquired Indyfin, LLC.

WiserAdvisor Global Highlights

North America
17

United States Of America
16
Canada
1

Asia
3

India
3

WiserAdvisor's Leadership

R. B.
Ceo
Mobile Phone
Email
M. M.
Cto Wiseradviser
Mobile Phone
Email
M. J.
Head Of Strategy
Mobile Phone
Email
B. H.
Program Manager
Mobile Phone
Email
L. S.
Account Manager
Mobile Phone
Email
A. S.
Junior Account Success Manager
Mobile Phone
Email
D. C.
Account Success Manager
Mobile Phone
Email
A. S.
Lead Verification & Automation Specialist
Mobile Phone
Email

WiserAdvisor Employee Metrics

100%

50%

0%

2026

2025

Banking
Sales
Business
Finance
Program & Project Management
Other

Contact profiles from WiserAdvisor

Name

Title

Contact Info

Location

Last Update

R. B.
Ceo
Mobile Phone
Email
United StatesVirginia
Sep 24, 2025
M. M.
Cto Wiseradviser
Mobile Phone
Email
IndiaUttar Pradesh
Aug 11, 2025
M. J.
Head Of Strategy
Mobile Phone
Email
United StatesNew York
Mar 24, 2026
B. H.
Program Manager
Mobile Phone
Email
CanadaBritish Columbia
Apr 15, 2026
L. S.
Account Manager
Mobile Phone
Email
United StatesTennessee
Oct 21, 2025
A. S.
Junior Account Success Manager
Mobile Phone
Email
United StatesWisconsin
Nov 17, 2025
D. C.
Account Success Manager
Mobile Phone
Email
Oct 17, 2024
A. S.
Lead Verification & Automation Specialist
Mobile Phone
Email
IndiaWest Bengal
Nov 19, 2025
E. V.
Mobile Phone
Email
United StatesVirginia
Oct 18, 2024

Frequently Asked Questions

What is WiserAdvisor known for?

WiserAdvisor was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 12150 Monument Drive Fairfax, Virginia United States; you can contact the main corporate office by phone at

+1-408-419-****

. Explore WiserAdvisor's company overview page for more information.

What is WiserAdvisor's most common email format?

WiserAdvisor employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WiserAdvisor email formats with LeadIQ.

How many employees does WiserAdvisor have currently?

WiserAdvisor has approximately 19 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are WiserAdvisor's key employees and leadership?

As of May 2026, WiserAdvisor's key employees include:

Ceo: R. B.
Cto Wiseradviser: M. M.
Head Of Strategy: M. J.
Program Manager: B. H.
Account Manager: L. S.

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WiserAdvisor Employee Directory

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