Advisor

One account to connect your world

Claim your professional identity and automatically connect to the firms you work with in one place. Completely free for every financial, planning, and insurance professional.

Claim Your Profile

Key Features

  • Publish your product and marketing resources
  • Curate content to share and represent your brand
  • Control the audience for your content
  • Connect with unlimited numbers of professionals
"Gainfully’s turnkey capabilities enable our advisors to market their businesses efficiently so they can spend their time where it matters most—helping their clients work toward their financial goals." 
More than 2,000 companies use Gainfully to engage their customers
Makes compliant social media sharing scalable for hundreds of advisors
Empowers its wholesaling teams to work with tens of thousands of agents and advisors