Wealth management

Modernize the advisor-client relationship

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Why wealth management companies choose Hearsay

Modern investors are seeking financial advice in new and unexpected places, like LinkedIn and Instagram. With $84 trillion in assets expected to be passed down to Gen Xers and millennials by the end of 2045, wealth management professionals must engage on preferred digital channels in order to attract the next generation of high-net-worth individuals.

Hearsay empowers wealth advisors to compliantly engage with clients across social networks, on personal websites, and via text messaging and voice calling, to build trust and develop a strong personal brand.

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Key advantages


“Advisors simply don't have time in their day to utilize another tool. Hearsay's platform is really a time saver for our advisors. We market it as an efficiency tool for their practice.”

Kiersten Stamn
Interactive Marketing Manager, Ameriprise Financial