Founding directory — open now

List your practice free. Lock your founding rate before we launch in 2027.

WiseNest Connect is the bilingual directory where first-generation Latino families find an advisor who gets them. The directory is live today — register now to claim your listing, lock the lowest rate we'll ever offer, and be among the founding advisors when our introduction platform launches in 2027.

Free to list. No card required. Founding rate locked for life.

See the live directory

Founding advisors keep the lowest rate we ever offer — guaranteed.

They arrive ready.

Families arrive with their numbers already done.

Every introduction comes 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 found WiseNest on their own, built a real retirement plan, and ran their own what-if scenarios — before you ever heard their name. When their plan surfaces a gap they can't close alone, WiseNest surfaces you. They're not browsing for an advisor. They're ready to act, and they arrive with their numbers already done.

Real Intelligence. Real Context.

This is what a warm lead actually looks like.

Connect Inbox showing a warm introduction from María G. with retirement plan details pre-loaded

74%Retirement success rate

$340/moSocial Security gap

4 yearsRoth conversion window

Survivor ModeFlagged

🌐 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.

Get listed free