Advisory Board

Guiding the Future of Financial Wellness

At Asset Planet, we’re revolutionizing how people manage their financial lives from first job to legacy planning.

Our advisory board brings together forward-thinking financial professionals who share our vision of a unified platform that grows with clients through every life stage.

Why We've Created an Advisory Board

The financial landscape is constantly evolving. To build the most effective platform possible, we're assembling a select group of industry leaders who can provide real-world insights, identify emerging trends, and help us anticipate the needs of financial professionals and their clients. Our advisory board members are more than just advisors—they're partners in our mission to transform financial journey management.

Be publicly recognized as a founding advisor, enhancing your industry profile.

Join a network of top-tier advisors and innovators shaping the future of fintech.

Gain early access to new features and influence the direction of the platform.