Advisor setup guide

Claim your listing on TechnologyAdvisor.com

Find the listing we created for your business, choose the Founding Member offer, and set up your secure account.

Find your listing Already have a custom listing link? Start with that link instead.

Before you begin

  • Use a business email address connected to the company or advisor you are claiming.
  • Have your account contact details and payment method ready.
  • Allow time for TechnologyAdvisor.com to verify that the claim belongs to the right business.

Step by step

From listing to claimed account

Button labels can change slightly over time. The screenshots below show the current TechnologyAdvisor.com experience, using Northgate Technology Advisors as the example.

Open your business listing

Use the custom link from your invitation email. If you do not have one, search TechnologyAdvisor.com for your company or advisor name and open the matching listing.

Search TechnologyAdvisor.com

Select “Claim Listing”

Look for the claim notice near the top of the listing. Confirm that the business name and location are yours, then select Claim Listing.

Northgate Technology Advisors listing with the Claim Listing button near the top of the page
Example listing: Northgate Technology Advisors. Your company name, location, and listing details will be different.

Review the membership page

The claim link keeps your listing attached to the signup path. Read what is included, then select Get Listed Today to move to the Founding Member offer.

TechnologyAdvisor.com membership page with the Get Listed Today button highlighted
Use the page reached from your own listing so the claim information stays connected.

Choose the Founding Member offer

Review the current price, billing period, and membership terms shown on the page. When you are ready, select Become a Founding Member.

Founding Member offer with the Become a Founding Member button highlighted
The example reflects the offer shown when this guide was captured. The live membership and checkout pages control the current price and terms.

Create your account and complete checkout

Enter the requested account and billing information on the secure TechnologyAdvisor.com checkout page. Review the final amount and terms before submitting payment.

What you will need

  • Your name and business contact information
  • A business email address you can verify
  • A secure password for your account
  • Your payment information
Protect your informationOnly enter payment details on a page whose address begins with https://www.technologyadvisor.com/. TechnologyAdvisor.com support will not ask you to email a credit-card number or password.

Verify your email and watch for your welcome message

Complete any email-verification step you receive. Our team reviews claims so the listing is connected to the right advisor or agency. Your welcome message will explain how to access your dashboard and continue setup.

After you claim

Put your listing to work

Claiming is the starting point. These two actions make the listing more useful to buyers.

Start collecting reviews

Ask clients who know your work to share honest feedback. Use our review collection guide for the recommended process and ready-to-use outreach examples.

Want the full sequence? Follow the first 30 days advisor activation plan from claim through monthly maintenance.

Need a hand?

Our support team can help you find your listing or work through the claim process.

Contact Us