For private investors

Advisor Match

If you invest through LIUV, Advisor Match connects you with locally certified financial advisers in a compliance-first flow — with optional sharing of your AI portfolio context for stronger first conversations.

Compliance requirement: LIUV matches, not advises.
Start Your Wealth Management Journey

What The Offering Includes

The offering is designed for retail investors who want personalized human adviser access while keeping LIUV as an AI intelligence and matching platform.

Jurisdiction-Aware Matching

Local regulatory context, language preference, and adviser certifications are included in the match criteria.

Trust-Centered Profiles

Each profile surfaces credentials, specialization areas, years of experience, and client focus in plain language.

AI + Human Bridge

Investors can choose whether to share LIUV 10-Pillar analysis with matched advisers for better first meetings.

5-Step Intake Flow

Step 1Jurisdiction, timezone, language preference, and visible legal disclaimer.
Step 2Financial profile, goals, portfolio complexity, and current adviser status.
Step 3Adviser preferences including format, language, specialization, and optional gender preference.
Step 4LIUV AI sync consent for optional 10-Pillar report sharing with clear privacy boundaries.
Step 5Subscription confirmation at $799/month with expected matching outcome in 48 hours.