With Lasso, test drive what it could be like to work with a financial advisor before taking the next step.
Are you a financial advisor? Start here.
In 60 seconds, you can build a simple plan for your most important financial goals.
You make the first move by anonymously sharing that plan with financial advisors you are interested in.
See what ideas advisors have on how your plan could be improved
If you like the ideas advisors share, reach out and take your relationship to the next level.
The firm does get compensated for our services through partnerships with asset managers to feature their funds on the platform. To learn more about potential conflicts of interest, read our Form ADV Brochure.
It’s hard to make smart financial decisions, in large part, because financial planning has gotten too complicated. And it’s just as complicated to find a financial advisor to help.
We’re changing that.
Lasso is levelling the playing field and changing the dynamics of finding a financial advisor. On Lasso, consumers make the first move. Share a simple plan for your most important financial goals and see what a financial advisor could do with it.
It’s that easy to find your perfect match.
Learn more about Lasso today. It may be exactly what you need to take control of your financial life.
Are you a financial advisor? Learn more about our advisor offering here.
