Empowering financial professionals
to make digital assets & decentralized finance accessible to all investors
Find a CDAA
April 23rd - 25th, St. Louis
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Meet our CDAAs
Whether you have a team of 2 or 200, our shared team inboxes keep everyone on the same page and in the loop.
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An all-in-one customer service platform that helps you balance everything your customers need to be happy.
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See how PlannerDAO and our CDAAs are changing the way financial advice is delivered.
Innovate. Collaborate. Educate
A global community of 1,500+ financial professionals driving the industry forward.
Working on-chain and out in the open whenever possible
We use cutting edge Web3 tools to deliver a better member experience
PlannerDAO is open to any member who is completes our membership process
We aren't here to buy JPEGs, our members are committed to a freer financial system