Verified public profile
Show credentials, licensing, leadership, and transparency signals side-by-side — the trust page consumers and recruits actually read.
For firms, brokerages, and employers
A verified public profile for your organization
Build trust with consumers, professionals, and partners on a single shareable page. Publish credentials, culture, services, leadership, and community impact — with transparency baked in.
Built for organizations that professionals call home
Freedom Connect™ organization profiles are designed for approved professional organizations across financial services and beyond.
- IMOs and FMOs
- Insurance agencies
- Real estate brokerages
- Mortgage companies
- CPA firms
- Law firms
- RIAs and financial firms
- Employee-benefits agencies
- Employers
- Other approved professional organizations
Everything an organization profile should be
Affiliated professionals
Invite your team, approve inbound affiliation requests, and let filterable search route the right person to every consumer.
Referral & profile analytics
See profile views, engagement, and where new professionals came from — every organization has its own referral link.
Locations & service areas
Publish office locations and the states or markets you serve — mapped alongside your team on a single, shareable URL.
Culture & community impact
Freedom Fridays, education, volunteer work, and awards — the softer signals that tell the real story of who you are.
You control what's public
Toggle sections on or off. Publish when you're ready. Nothing goes live until you say so.
From account to published profile
Six clear steps — you preview privately and nothing goes live until you press publish.
- 01Create your account
- 02Verify your organization
- 03Build your profile
- 04Preview it privately
- 05Publish
- 06Manage from your dashboard
Ready to make your organization discoverable?
Set up your profile in minutes. Verify at your pace. Publish when it's ready.
Built to be trusted
Trust Center →Encrypted in transit and at rest
TLS in transit, encrypted at rest on managed infrastructure.
Account-level data isolation
Your data is scoped to your account and never shared without your permission.
AI-Assisted Insights
Every recommendation is generated from your own answers, clearly labeled as educational, and never presented as personalized financial advice.
Your data, your control
Export or delete your account and answers at any time.