About Us
PredictSwitch was founded by one of the top-ranked executive recruiters in the U.S. wealth management industry, with over two decades of experience successfully placing financial advisors at leading wirehouses, RIAs, and private banks. After years of observing the inefficiencies in advisor recruiting — guesswork, outdated databases, and missed opportunities — we set out to build something better. PredictSwitch combines deep industry expertise with the power of machine learning to identify which financial advisors are most likely to consider switching firms — before they raise their hands. Our mission is simple: help firms grow smarter and faster by using data-driven insights to target the right advisors at the right time. We’re not just digitizing recruitment — we’re predicting it.
Our Mission
At PredictSwitch, our mission is to revolutionize financial advisor recruiting by bringing predictive intelligence to an industry built on intuition. We empower wealth management firms, wirehouses, and RIAs with AI-driven insights that help them identify the right advisors — at the right time — to accelerate growth, reduce recruiting costs, and gain a competitive edge in advisor acquisition.
Our Clients
