Early access — free for every advisor

Pricing isn't live yet

VerifiedAdvisorsHub is free for advisors during early access. When paid plans launch, every early-access advisor gets 30 days' notice and a permanent founder discount.

Two products, both included

Apply once, get verified once. Activate the products you actually use — no per-seat math, no add-on chase.

Personal & Family

For independent advisors working with individuals and households.

Client households, dependents, financial profile, goals, risk profile, insurance needs
E-signature on illustrations, disclosures, LIRD, risk profile assessments
Investment projector + retirement / mortgage / life insurance calculators (free for clients too)
Auto-generated client report PDFs
Business & Corporate

For advisors selling into businesses — corporate insurance, key person, exec benefits.

Discovery meetings with country-aware questionnaire (CA + US) and PDF export
Per-product analyses: COLI, IRP, IFA, Buy-Sell, Key Person, Corp CI, Exec Bonus, Group DI, Extended Health
Magic-link access requests to stakeholders (no portal account needed)
Persistent business client portal with file uploads + comments
Automated reminders for stale access requests

No card required

Apply with your license details. We never ask for billing during early access.

30 days' notice

When paid plans launch, you'll have one month to evaluate before anything changes.

Founder discount, forever

Every early-access advisor gets a permanent discount on whichever paid tier you pick.

Common questions

When will paid pricing launch?

We're focused on getting the product right before adding billing complexity. Realistically: when we have enough early-access advisors to pressure-test pricing tiers. Subscribe below to get the date as soon as we set it.

What does “free during early access” really mean?

Both products — Personal & Family and Business & Corporate — are fully usable, with no feature gates, usage caps, or trial timer. Apply, get verified, work with clients.

What will paid pricing look like?

We're leaning towards a flat monthly per-advisor subscription, separate from any per-client charges. No commission take, no kickbacks from product manufacturers. We'll publish the model in full before charging.

Is the app free for clients?

Yes — completely. The matching quiz, the calculators, the learn library, and contacting an advisor are all free for the public, today and in the future. Clients only pay their advisor for whatever services they both agree to.

What about the public marketplace listing?

There's no browsable public marketplace — instead, each advisor gets their own profile page they can share with clients and prospects. Free during early access. Long-term, expect it to be included in the advisor subscription rather than billed separately.

How does matching work, and are there referral arrangements I should know about?

Matching is admin-mediated: the algorithm suggests fits, a real admin curates 3 best matches, and the client picks one — only that advisor is contacted. VAH's founders are themselves network members and may appear in matches, but there is no algorithmic preference for them. Full details, fee structures, and the verification process are spelled out on the disclosures page; the founding story and network structure are on the about page.

Be the first to know

We'll email you when paid pricing is announced — at least 30 days before anything changes for early-access advisors.