The Confidant Mission
Confidant helps advisors connect
with their clients, and the people most important to their
clients, about vital information. Advisors and clients live
in a complicated world; we ensure that the most important
relationships and information are at your fingertips.
For advisors, it is becoming increasingly important to
maintain close relationships based on trust with their clients.
With Confidant’s technology, advisors are able to communicate
with their clients’ most trusted family as well as other
professionals, and discover additional services to offer
their clients. Confidant boosts client retention and acquisition.
- Advisors build enduring businesses by ensuring top quality
client service and in turn receiving referrals to people
well known to their clients
- Clients are often too busy to attend to communications
about key information
- onfidant builds advisors’ businesses by serving a vital
client need and exposing advisors to new clients
That's why we founded Confidant. Our CEO, Sandy Haviland
– who comes from the financial advisory industry – was planning
his estate and wondered why there wasn't a service out there
to help connect his advisors and the people most important
to him with a central repository of critical information.
Our acorn logo represents the smallest possible package of
all the necessary DNA for the next generation. Thus, was
born Confidant, and our mission to:
Motivate people to connect about vital information,
building better
advisory relationships and protecting clients’ families.
