FinanceHQ mission
FinanceHQ is a platform that connects individuals with trusted financial advisors and resources for a better financial future. The platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.
Your search for expert financial advice is simplified through a personalized experience that focuses on learning about your financial needs, goals, and aspirations. Then, through proprietary matching technology, FinanceHQ connects you with trusted advisors on the network based on your individual profile.
The platform provides access to advisors who have a duty to put your best interests first. That's why 100% of FinanceHQ's advisor network members are fiduciaries, so that you have the trust and confidence that your financial future is in the right hands. FinanceHQ is also a registered fiduciary that values the responsibility to recommend professionals best suited to help you.
Getting introduced to a trusted advisor has never been easier. FinanceHQ is your destination to find long-term advisory relationships and resources to enhance your financial life.
Leadership team
Alex Choi, CEOIn his role as CEO, Alex is focused on building the team, expanding FinanceHQ’s portfolio of partners, and delivering on FinanceHQ’s mission to help provide financial empowerment to consumers. Prior to FinanceHQ, he spent over five years at Betterment, most recently as Head of Strategy & Operations for the RIA-facing business unit: Betterment for Advisors. In that role, he led their business development efforts and managed day-to-day operations. Alex worked directly with financial advisors and other external platforms to define the product roadmap strategy and provide a best-in-class experience for clients. Before joining Betterment, Alex worked at Morgan Stanley for 10 years in different fields including FX Operations and Wealth Management. He is a graduate of Babson College.
Amanda Cox, COOAmanda brings 30 years of experience in banking and finance. She started FinanceHQ to help individuals find professionals they can trust to improve their financial lives. Amanda spent the majority of her career advising on large M&A transactions in the technology industry with notable firms including ABN AMRO, Silicon Valley Bank and Bank of America Merrill Lynch where she was a member of the Executive Council. She also served as a senior financial advisor working with high net worth individuals and families at US Trust. Amanda holds a BS degree in Mathematics from Vanderbilt University. Aside from spending time with her children and collecting art, Amanda is happiest when she is helping people realize their dreams.
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This testimonial was given by current or prospective clients of FinanceHQ. No compensation was provided for the testimonial. This arrangement creates a material conflict of interest because our firm has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.