Reviews from expats
See feedback from people with similar cross-border situations.
Verified International Tax Advisors
Find the Right International Tax Advisor in Minutes
Compare verified cross-border tax experts, transparent pricing, and reviews from expats in similar situations.
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Trusted by top advising company
Why Aequify Marketplace
A simpler way to find and work with advisors
Other Solutions
You guess who is the real fit
You spend hours searching for advisors, phone call and still get dissappointed.
Hidden Fees
Unexpected costs and additional charges that inflate your total bill.
Your gather data & build spread sheets
You pull statements, build spreadsheets, miss details, and waste hours fixing gaps.
With Aequify Marketplace
Match by countries and situation
Find advisors with experience in handling your specific tax situation and with ratings from others expats.
Transparent pricing up front
See the pricing before you buy. No hidden fees or surprises.
Share your tax details in one click
Send an advisor-ready summary instead of spreadsheets, so they can start faster with fewer back-and-forth questions.
What can advisors help with
From planning to move to settling in a new country
Choose the right tax advisors that fits your situation and needs.
Simple, secure, seamless
Compare verified cross-border tax experts, transparent pricing, and reviews from expats in similar situations.
STEP 1
Browse Advisors
Find expats tax and financial advisors for your countries and what you need help with.
STEP 2
Compare what works for your need
See pricing, reviews, and the advisor’s focus areas.
STEP 3
Request a call from advisor
Receive real-time recommendations to optimize your portfolio.
STEP 4
Securely share your tax profile
Share an advisor-ready tax summary in a few clicks. You can remove access anytime.
What are the benefits
Simplifying expats and advisors engagement using technology
Clear pricing
See pricing upfront so there are no surpise bills in the end
Data Security
Your data stays encrypted. You control what is shared and when.
Your payment is safe
We hold your payment until the agreed work is delivered.
FOR ADVICE FIRMS
Advise expats with accounts in several countries? Join as a partner firm
Now welcoming our first 10 partner firmsPeople come to the Aequify marketplace looking for advisers who understand cross-border finances. Partner firms get a place in front of them, and the tools to serve them well once they are clients.
- A listing in the Aequify marketplace, in front of clients with accounts across countries
- One view of each client's accounts in every country, including assets held elsewhere
- Tax-ready data packs for the client's accountant, plus tax outlook and scenario planning to open the next conversation
Ready to take your business in a new direction?
Compare advisors in one place. Share an advisor-ready tax summary in a few clicks, so you can file faster with less stress.
Search AdvisorsYour questions, Answered
Everything you need to know before starting your journey
No. Aequify organizes your cross-border financial data and produces advisor-ready summaries — your advisor or tax software still prepares and files the return.
All data is encrypted in transit and at rest, connections are read-only, and Aequify is SOC 2 Type II certified. You control what is shared and can revoke access anytime.
Most clients connect their accounts in minutes. Aequify pulls balances and transactions automatically, so there are no spreadsheets or document uploads to chase.
White-label options are available for advisory firms — contact us at support@aequify.com to discuss your setup.
Our team can assist with onboarding and account connections, and advisors can request a white-glove setup for clients who prefer a done-for-them experience.
