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For registered investment advisors

Clients find you. Data comes consented.

hussh investors seek human guidance when they need it. As an RIA on the platform, verified clients connect to you with scoped, consent-based data access. No cold outreach. No compliance guesswork.

Join as RIAHow it works

The problem today

Trust without proof.

Client acquisition is expensive. Compliance is manual. Trust is assumed.

$3K+

Per client

High acquisition cost. Cold outreach, referral fees, and marketing spend make every client expensive.

0

Protocol-level trust

You verify the client. The client verifies you. Nobody verifies the data exchange.

40%

Time on compliance

Every interaction needs documentation. Consent is a checkbox. Audit trails become spreadsheets.

What changes with hussh

The client comes to you.

hussh investors use One for daily finance. When they need human guidance, Kai connects them to verified RIAs. You receive pre-consented, scoped data. No cold calls.

Inbound clients

Investors seek you when they need guidance. Refinancing, tax planning, estate review. The intent is real.

IDV-verified identity

Every investor is verified at onboarding with government ID, biometric checks, and cryptographic binding.

Consent-scoped data

Nav sends only what you need: financial snapshot, portfolio summary, risk profile, or goals. Nothing extra.

Audit-grade ledger

Every data access is logged immutably: who asked, what was shared, why, and when.

Nearby discovery

Investors find RIAs by location, specialty, and availability. Local advisors for local clients.

No data retention

Consent is scoped by duration. One-time, session-only, or ongoing. When it expires, access ends automatically.

How it works

How a client reaches you.

An investor asks Kai about refinancing. Kai finds you. Nav scopes the data. You receive a verified, consented client in seconds.

I want to talk to a financial advisor about retirement planning.

Kai found 3 RIAs near you with retirement planning expertise.

Sarah Chen - Retirement Planning
James Patel - Estate Planning
Nav scopes portfolio summary, risk profile, and retirement goals for session-only access. No retention.
Connected. Sarah can see your portfolio and goals. She is available now.

Value for you

A verified client. Consented data. Audit trail built in.

KYC at handoff

Government-verified identity. No reverification needed. No synthetic identity risk.

Scoped portfolio view

Only the data relevant to the conversation. Risk profile, goals, and current allocations.

Compliance record

The ledger is the audit trail. Every consent, every data point, every timestamp.

Engagement analytics

See which clients connected, when, what they needed, and how sessions resolved.

Consent-led regulation

The regulatory landscape is moving toward consent.

SEC, FINRA, GDPR, DPDP, and EU AI Act Article 50 all ask the same question: can you prove the client consented? The ledger answers it.

SEC/FINRA compliance

Consent logs for every data access
Immutable audit trail per client
Exportable records for examinations
Time-stamped, cryptographically signed

Client trust

Clients control what you see
No overreach, no scope creep
Transparent data duration terms
Exit anytime, data access revoked instantly

Get started

Four steps to your first client.

01

Register

Apply as a verified RIA. We confirm your SEC/FINRA registration and credentials.

02

Set your profile

Specialty, location, availability, and fee structure. Investors see this when Kai recommends you.

03

Receive handoffs

Investors who need guidance connect to you. Consented data arrives scoped and verified.

04

Advise and grow

Build trust through transparent data practices. The ledger works for you, not against you.

Join the platform

Your next client is already on hussh.

Verified investors. Consented data. Compliance built in. No cold outreach.

Join as RIA

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