Private Wealth Matching
Your income changed.
Your financial plan has not.
When something significant happens in your financial life, a generic quiz does not cut it. HenryFi identifies the advisors who specialize in exactly what you are going through, and makes one introduction.
Free for professionals. Advisors pay the success fee, not you.
Wealth Milestones
Navigating Complex Wealth Milestones
Bespoke advisory and strategic execution tailored to your immediate financial focus.
Require a bespoke strategy? Connect with an advisor.
Client Financial Profile
Understand your starting point.
A five-minute profile. A decade of clarity.
Proprietary Wealth Archetype Assessment
Four questions.
Sixteen archetypes.
A proprietary diagnostic across tax posture, spending discipline, investment philosophy, and planning architecture. Complimentary and confidential.
No account required.
How HenryFi Works
One introduction. Made with precision.
Tell us your moment
You describe what changed: your equity, your move, your milestone. No quiz. No generic form.
We find your match
Our system analyzes 73 financial and behavioral data points to identify one advisor who fits your exact situation.
One introduction
You meet one advisor who specializes in exactly your situation. No race. No shared lead. One conversation.
The HenryFi Brief
Guides for your moment.
Ready to talk to someone who has seen this before?
When a major financial moment arrives, the right advisor is rarely the one your colleague uses. HenryFi analyzes your situation against 73 financial and behavioral data points, then introduces you to one advisor who matches your exact profile.
No shared leads. No cold calls from three strangers. One introduction, made with precision.
Start my matchMatches are exclusive and free for professionals. Advisors pay a success fee, not you.