A Complete Digital Advisory Platform
Services & Profile
Showcase your expertise and list your services in the advice marketplace
Streamlined Prospecting
All prospects setup payment methods before connecting
Seamless Payments
Secure payment processing integrated into chat and powered by Stripe
Share Insights
Post articles and contribute to the Rally community
Need clarification?
Our mission is to make financial advice more accessible. Rally makes finding financial advice easier for everyone and makes offering flat fee services scalable for your practice.
What does it cost?
No cost until you get paid
- 15% on referred transactions
- 4.95% for invited clients
- No membership fees
Who can join?
All advisors must possess a CFP, CFA, or CPA.
Advisors will be vetted for an organized process of assessing client needs and providing holistic guidance.
Any history of violations or disclosures will disqualify access to the platform
How does it work?
Rally matches users based on the services they are looking for rather than their location.
You can list a service under a category or subcategory with a description of what you offer and what you charge. Users interested in your service will message you where you can assess their needs.
Payment requests can be sent in chat for the client to complete. If the client declines the payment, they are automatically removed from your chats.