Founding directory — open now

List your practice free. Lock your founding rate while we're welcoming the first advisors.

WiseNest Connect is the bilingual directory where first-generation Latino families find an advisor who gets them. It is open today — claim your listing and lock your founding rate. Family introductions are what we're building next.

Free to list. No card required. Lock in your founding rate during early access.

See the directory

Founding advisors lock in their founding rate during our launch window.

THEY'LL ARRIVE READY.

Families will arrive with their numbers already done.

When introductions open, every one will come with a complete retirement plan — built by the family themselves, before they ever heard your name.

Your warmest possible leads.

Every family in your Connect inbox will have found WiseNest on their own, built a real retirement plan, and run their own what-if scenarios — before you ever heard their name. When their plan surfaces a gap they can't close alone, WiseNest will surface you. Not browsing for an advisor. Ready to act, with their numbers already done.

Real Intelligence. Real Context.

This is what a warm lead will look like.

Connect inbox showing an introduction with retirement plan details

74%Retirement success rate

$340/moSocial Security gap

4 yearsRoth conversion window

Household ProtectionFlagged

🌐 EN / ES12 what-if scenarios already run

Zero re-keying. Works in WiseNest, exports to RightCapital, or downloads as PDF or CSV. Your workflow, your tools — with every number already done by the family.

Get listed free