Welcome to Couplr AI
A data-driven matching tool helping you find the right financial
advisor, for the right reasons, at the right time and place.
In just a few minutes, we help you get matched with a financial advisor in our national network.
By taking our short quiz, you will be matched with Advisors based on a variety of human and financial dimensions that have been known to form the foundation of strong, trusting relationships.
You control the process and only connect with advisors of your choosing.
By taking this quiz you are accepting Couplr, Inc.'s Terms & Conditions and Privacy Policy
The College verifies that the following individuals hold a designation or designations from The American College of Financial Services. All other information is provided by the designation holders and not by The College. The College does not verify and is not responsible for the accuracy of such information. The College does not provide referrals. Reference in this site to any person or organization, or activities, products, or services related to such person or organization, or any linkages from this website to the website or another party, is provided for the information and convenience of the user, and does not constitute or imply any endorsement, recommendation, or favoring by The College of such person, organization, activity, product, or service. Couplr AI is a partner of The College's, but Couplr AI owns this proprietary technology and the professional and consumer are acting voluntarily on its system.