Rishi Bharathan is CEO of Indyfin Powered by WiserAdvisor, enabling financial advisors to gather client feedback, ratings and reviews in a 100% compliant way.
With over 25 years in lead generation, digital marketing and information technology, his team has helped financial advisors and enterprise RIAs organically grow their businesses through qualified investor referrals worth over $15 billion in AUM annually. He has led WiserAdvisor through several acquisitions, including the recent acquisition of IndyFin.