Why financial

SEC and FINRA rules around testimonials changed in 2021 — financial advisors can now solicit and display client testimonials with certain compliance constraints. Authyr's verified-customer attestation is uniquely positioned to satisfy the "verified client" requirement that the new rules require. We launched this vertical second because compliance work is non-trivial; the ACV justifies it.

Authyr signal mix

Where Authyr lifts

• SEC-rule-compliant verified testimonial collection
• Advisor-level scorecards across a multi-advisor firm
• 30-day window is critical — bad financial-services reviews compound fast
• Direct integration with major advisor CRMs (Wealthbox, Redtail)

Professional Attestation Ledger (sibling primitive)

Verified-client testimonials matter. So does proving you delivered the right disclosures on the right day. The Professional Attestation Ledger chains every fiduciary-relevant release — bound to the advisor's CRD and series licenses.

• Fiduciary suitability attestation (per-trade or per-rebalance)
• Disclosure-delivery chain (Reg BI, Form CRS, ADV Part 2)
• Audit-report release (CPA year-end)
• Continuing-education / CE credit attestation chain
• Examiner-prep documentation

See the Authyr Professional Attestation Ledger →

Listed in Authyr Find (consumer-side search surface)

Clients search by the financial situation they're navigating. Fiduciary advisor. Roth conversion. S-corp setup. Authyr Find returns verified-client testimonials by situation type.

See Authyr Find →