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Meet the clients your firm was built for.

AI-powered prospecting platform for RIAs and financial advisory firms. Set your target client, set your growth budget, and connect with qualified households under your brand, fully compliant.

Estimate your volume

  1. 1

    Make it yours

    Your name, your team and your disclosures, on a firm landing page every campaign leads to. Load media spend, then name the client you want to meet and how prospects are divided among your advisors.

  2. 2

    AI runs the campaigns

    Under your firm's name, our models choose audiences, test creative and shift spend toward the channels bringing in assets, every day, across search, social and LinkedIn. Our team oversees it, and your CCO approves every ad before it runs.

  3. 3

    Your advisors take the meetings

    Every prospect completes an assessment, and AI scores their fit and writes a brief on what they need. Your advisor walks into the first call prepared, with the prospect already in your CRM.

Then we train your advisors to win them.

A prospect who found you online needs a different conversation than a referral. Every firm gets a conversion program for its advisors: the playbooks, video lessons and call prep that turn a first meeting into a client.

First-meeting playbook · Retirement Readiness

Approved by your CCO

  1. 1Open

    Start with their result. “You told us you'd like to retire at 62. Let's look at what that takes.”

  2. 2Discover

    Income, the gap they are worried about, and who else is part of the decision.

  3. 3Propose

    A written plan review within two weeks, booked before the call ends.

  • A playbook for every assessment

    A first-meeting script for each assessment your campaigns run: how to open with the prospect's own results, what to ask, and how to propose a next step.

  • A video series for your advisors

    Short lessons on every stage of the conversation, from the first call to the signed agreement, for your whole team to watch on their own time.

  • Objections, answered in advance

    Fees, timing, “I already have an advisor”: responses your CCO has approved, ready before the call rather than improvised on it.

  • Prep for every first meeting

    An AI brief before each call: the prospect's answers, what is on their mind, and the questions to lead with.

See what your spend buys.

Choose a monthly spend and the client size you want to win. You will see the prospects, meetings and new assets to plan around, and the models sharpen with every month of your firm’s results. Load spend as you go, with no monthly minimum, plus a flat $299 platform fee for your whole team.

All-in

$15,000

$5K$50K
Per new client

$1M

$250K$1M
Advisory fee

Estimated each month

57–79

qualified prospects at around $1M investable, at $192–$259 each.

  • Qualified prospects57–79
  • First meetings11–22
  • New clients2.9–7.2
New AUM / month
$2.9M–$7.2M
First-year fees
$347K–$866K

From one year of new clients, recurring thereafter.

Planning ranges based on typical acquisition costs, not a promise.

What does it cost?
You load your account with media spend and campaigns draw it down. Top up whenever you like, or pause when you need to. Our management fee comes out of that spend. The only fixed charge is a flat $299 monthly platform fee for the whole firm: no seat fees, setup costs, retainers or monthly minimum.
Whose brand do prospects see?
Yours. Every ad, assessment and landing page carries your firm's name, your advisors and your disclosures. To a prospect, this is your firm reaching out, because it is.
Where does the AI stop?
AI drafts, targets, tests and scores. People decide. Our team oversees every campaign, your CCO approves every ad and assessment before it runs, and your advisors own every relationship. Your firm's data is never used to run campaigns for another firm.
How do you handle the marketing rule?
Your CCO reviews and approves every ad and every assessment before it runs, and each approval is logged for your books. Results are framed as estimates, never advice, and no testimonial appears without your sign-off.
Are the estimates guaranteed?
No, and be wary of anyone who says otherwise. They are planning ranges built on typical acquisition costs. Your first 60 to 90 days establish your firm's real numbers, and we report against them every month after.
Who owns the prospects?
Your firm does. Prospects are never shared or resold, and each firm's data is walled off from every other's. If you stop, the pipeline and its history stay with you.

Put growth on the books.

Book a call and we’ll walk your partners through the system with your firm’s own target client and numbers.

Estimate your volume