Unbiased Inc: Pioneering Advisor Growth and Efficiency in the USA  

1 min readLast updated November 28, 2023by Karen Barrett

‘’Welcome to Unbiased!  

The financial advisory scene in the USA is buzzing with excitement, and we're thrilled to be here and bring our fresh, innovative solutions into the mix!    

In the ever-evolving world of financial advising, big players are all about cutting costs, boosting efficiency, and making things smoother. With a wave of consolidation hitting the advisor and wealth space, the choice of tech platforms has become a major player in the decision-making game.  

Enter Unbiased—the go-to platform for those who want to level up their businesses. We're not just making waves in the UK for over a decade; we've brought our A-game to the USA, and we're making things happen!  

A platform like no other... 

Our journey began across the pond, where we became the market leaders for advisors looking to grow their businesses without breaking the bank. Annually, we're responsible for delivering a whopping $20 billion in new AuM to our customers. Yep, you read that right!  

We're not just a lead generation platform. Oh no! We're the whole package, offering immediate marketing, lead generation, conversion, data analytics and insights —the works! We're all about simplifying your life by streamlining your client acquisition processes so you can spend more time advising (and earning fees!) and less time dealing with administrative headaches.  

Here's the kicker: We're not just bringing leads to the table; we're bringing new demand to the sector. In the UK, 75% of the folks we connect with an advisor have never used one before. Talk about breaking new ground!  

What sets us apart?  

Our commitment is to advisor efficiency. We get it—advisors should be advising, not playing hide-and-seek with leads. Our "right lead, right time" philosophy, exclusive leads, and our nifty accept/reject algorithm ensure you're not wasting precious advising hours.  

We've got your back when it comes to accessing high-quality consumer demand at scale. No recognition? No problem! We bridge the gap, providing a continuous stream of quality new business opportunities that can scale with your business. Whether you want 10 leads or 1000, it's all about what suits your needs.  

Say goodbye to marketing headaches! We tackle the challenge of marketing expertise, so you can focus on what you do best—advising. We do the leg work, so you can sell your unique value propositions without breaking a sweat.  

And we've got consumers backs’ too! Forget those looking for advice bombarded by multiple advisors; we deliver custom matches, connecting you efficiently with the right potential client. It's a game-changer, trust us!  

On the Unbiased platform, you can tap into data analytics and insights to identify key consumer types and locations, maximizing revenue growth and profitability. It's like having a crystal ball for your business!  

So come and join us on our journey 

In a nutshell, we’re on a mission to shake things up in the USA financial advisory scene. Our track record in the UK and our unique approach make us the platform of choice for those of you looking to grow and streamline operations. We're here to help both advisors like yourself and consumers navigate the evolving landscape and seize the opportunities it brings. Exciting times ahead!  

Cheers to revolutionizing the game together!

Want to learn more? Schedule an appointment with one of our experts and discover first hand how Unbiased can elevate your business to the next level.

Karen is the Founder and CEO of Unbiased.com.

Karen Barrett

Karen Barrett is the Founder and CEO of Unbiased.com, the site that empowers people to make confident financial decisions. Karen, has been shortlisted for Scale-Up Entrepreneur of the Year at the Great British Entrepreneur Awards and British Businesswoman of The Year Finalist.