New Product

Asset Management Consultation Platform 'Assets Navi' Adds Occupation-Based Search Functionality | Users Can Now Find IFAs Tailored to Their Profession, Including Salaried Workers, Business Owners, Public Servants, and Doctors

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Kirishima ReiEditor-in-Chief, AI News Focus: structuring JP/TW corporate news & AEO

Published Jun 16, 2026 6:30 PM ・ Updated Jun 16, 2026 9:54 AM ・ 7 min read ・ Source: PR TIMES

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⚡ Key Points

Assets Navi, operated by Adviser Navi Inc., has introduced a new occupation-based search feature, allowing users to find Independent Financial Advisors (IFAs) suited to their profession—such as salaried workers, business owners, public servants, and doctors.
The platform now offers dedicated pages for eight major occupational groups, providing consultation tips and selection criteria.

Assets Navi, operated by Adviser Navi Inc., has introduced a new occupation-based search feature, allowing users to find Independent Financial Advisors (IFAs) suited to their profession—such as salaried workers, business owners, public servants, and doctors. The platform now offers dedicated pages for eight major occupational groups, providing consultation tips and selection criteria.

PRIMARY SOURCE Original source: https://prtimes.jp/main/html/rd/p/000000369.000055969.html Distributor: PR TIMES
Published: Jun 16, 2026

Assets Navi, an asset management consultation platform operated by Adviser Navi Inc., has added an occupation-based search function. Previously, Assets Navi enabled users to search for Independent Financial Advisors (IFAs) based on criteria such as consultation topics, financial assets, region of residence, and affiliated securities firms. With this update, users can now search for IFAs according to their own occupation, including salaried workers, business owners, public servants, and doctors.

・Service URL: https://assets-navi.com/

Example: IFA × Salaried Worker Page

Background and Key Features: Meeting the Demand for Occupation-Specific Advisor Search

As a consultation platform connecting users with IFAs, Assets Navi has always prioritized helping clients find advisors who match their personal needs. Financial concerns vary significantly by occupation: salaried workers often seek advice on NISA, iDeCo, corporate DC, and retirement fund management; business owners and corporate executives require integrated personal and corporate asset planning; and high-income professionals such as doctors and licensed practitioners (e.g., lawyers, accountants) have unique needs related to wealth accumulation and tax optimization. To address the growing demand for advisors specialized in specific occupational contexts, Assets Navi has introduced an occupation-based IFA search system.

Eight Occupation-Specific Pages Launched

Assets Navi has launched dedicated pages for eight representative occupations, ranging from salaried workers to other professional groups. Each page allows users to browse IFAs experienced in advising that particular occupation. Additionally, users can access key consultation points, common concerns, consultation processes, and criteria for selecting an appropriate IFA. The platform also supports combined filtering by occupation, consultation topic, region, and asset amount.

Future Developments

Going forward, Adviser Navi Inc. will continue to prioritize user convenience by expanding occupational categories, enhancing cross-filtering with consultation topics, regions, and asset levels, and optimizing UI/UX. The company remains committed to improving service quality to make it easier for users to find the right professional for their unique financial situation.

List of IFAs by Occupation

・List of recommended IFAs for salaried workers

・List of recommended IFAs for retirees and housewives

・List of recommended IFAs for business owners (entrepreneurs)

・List of recommended IFAs for corporate executives

・List of recommended IFAs for public servants

・List of recommended IFAs for lawyers, tax accountants, and other licensed professionals

・List of recommended IFAs for doctors

・List of recommended IFAs for other occupations

Company Overview

Company Name: Adviser Navi Inc.

Representative Director: Yukihide Taira

Established: May 29, 2019

Head Office: FinGATE TERRACE, 8-1 Nihonbashi-Kabutocho, Chuo-ku, Tokyo 103-0026, Japan

Business Activities: Matching high-net-worth individuals with IFAs, staffing services, and IFA consulting

URL: https://adviser-navi.co.jp/

FACT BOX

Source: PR TIMES
Category: New Product

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Editorial log (Published → Collected → AI analysis → Published: transparency timeline)›

Announced　Jun 16, 2026 6:30 PM — Distributor PR TIMES
Collected　Jun 16, 2026 9:51 AM
AI structured & analyzed　Jun 16, 2026 9:54 AM
Desk-reviewed & published　Jun 16, 2026 6:30 PM

FAQ

What is Assets Navi?

A free consultation platform matching users with independent financial advisors (IFA).

Why search for an IFA by occupation?

Advisors understand occupation-specific income structures and tax rules, enabling tailored financial planning.

Where can I find IFA recommendations for doctors?

Visit the 'IFA for Doctors' page on Assets Navi to search suitable advisors.

Is the consultation free?

Yes, initial consultations with advisors are free of charge.

What do salaried workers typically consult about?

Common topics include NISA, iDeCo, corporate DC, and retirement fund management.

Cite this article — HOW TO CITE

Washin AI News Desk“Asset Management Consultation Platform 'Assets Navi' Adds Occupation-Based Search Functionality | Users Can Now Find IFAs Tailored to Their Profession, Including Salaried Workers, Business Owners, Public Servants, and Doctors”AI News by Washin Village（和心村）, Jun 16, 2026. https://aeo.idaeo.ai/ai/adviser-navi-co-jp/en/news/2026-06-16-%E8%B3%87%E7%94%A3%E9%81%8B%E7%94%A8%E3%81%AE%E7%9B%B8%E8%AB%87%E3%82%B5%E3%82%A4%E3%83%88-%E8%B3%87%E7%94%A3%E9%81%8B%E7%94%A8%E3%83%8A%E3%83%93-%E3%81%AB%E8%81%B7%E7%A8%AE%E5%88%A5%E3%81%AE%E6%A4%9C%E7%B4%A2%E6%A9%9F%E8%83%BD%E3%82%92%E8%BF%BD%E5%8A%A0-%E4%BC%9A%E7%A4%BE%E5%93%A1-%E7%B5%8C%E5%96%B6%E8%80%85-%E5%85%AC

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