Midas is an online platform used to connect financial advisors to clients in need of financial services.
How does Midas work?
We maintain detailed databases of numerous financial advisors, and of different clients in need of financial guidance. All
clients and advisors listed on our site have been pre-screened for reputability.
What can Midas do for me?
If you are looking for a financial advisor, look no further. After going through our site’s questionnaire, you will be shown
a listing of all the advisors in our database who match your current needs.
If you are an advisor looking for new clients, we can provide you the opportunity to significantly expand the number of portfolios
you are managing.
How do I get started with Midas?
For clients in need of advisors, go to our home page and click on the blue “For Clients” button. After filling out a questionnaire,
we will display a listing of the available advisors that match your criteria, and provide you the chance to connect
with them.
For advisors, go to our home page and click on the blue “For Advisors” button. You will be directed to a profile builder
page that will allow you to enter yourself into our database. When new clients are interested in messaging you,
you will be contacted promptly.