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About us

about us

Overview

The financial services industry represents a massive portion of the overall economy. Investment Banking, Commercial banks and investment management represent the majority of the financial services sector. With limited transparency, selecting service providers can be challenging and biased. BankerAdvisor helps businesses make better decisions based on authenticated, objective and insightful reviews.

about us

Mission

Our mission is to bring transparency to process of selecting banking services by helping buyers learn from their peers’ experiences. In doing so, we aim to enable buyers to make better, more informed decisions and provide important customer feedback to banking services firms to help them improve service delivery.

about us

Opportunity

The process of selecting business banking services has largely remained unchanged consisting of a limited number of conversations or referrals from peers. Changes in consumer purchasing have been transformed by peer review sites such as Yelp, HomeAdvisor and others. More recently, business solutions and services buying has begun to be heavily influenced by G2 Crowd, Capterra, Clutch and others that leverage millions of reviews for hundreds of thousands of buyers of business solutions and services each month. BankerAdvisor seeks to provide business banking buyers with access to authentic and actionable advice from peers.

Contact us

If you have a support question, please contact us at

If you are an investment bank or M&A advisory firm, commercial bank, or investment management advisory firm, please email

For all other inquiries, please email