The Financial Lead Platform That Helps You
Find High net worth prospects with complex financial planning needs
Save time in identifying High net worth prospects with significant money in motion events. Get there before your competition does.
Instant lead identification
Our platform identifies actionable ‘money in motion’ events, enabling you to engage with highly motivated prospects with complex financial planning needsLearn more
Automate your strategy
Streamline your outbound marketing efforts through intelligent automation, allowing you to allocate time to more high value tasksLearn more
Receive timely alerts for high-net worth opportunities, ensuring you can act swiftly and capitalize on moments that matter and capture assets quicklyLearn more
Starting with targeted industry research, we employ custom data algorithms to mine and qualify leads from a variety of reliable sources. These leads are then segmented and compiled into ready-to-use lists, allowing for streamlined, targeted outreach that can be easily integrated into your existing CRM or marketing tools
We pull data from 100+ locations
We automate and manually review the prospects data
Ensure the prospects data is accurate and always up to date
Get notified when new prospects enter the platform
the lead platform that finds money in motion prospects
Prospects are 32% more likely to have a discussion with an advisor after after a financial event. You do a great job for the clients you have, now its time to find more.
Affluent clients present more opportunities for upselling additional premium services.
A consistent influx of affluent leads can guide the strategic growth and positioning of your practice
The substantial assets of high net worth clients can lead to larger, long-term advisory contracts.Read more
Straightforward pricing plan for financial advisors and firms. Get the tools you need at a cost that makes sense for your practice
Unlimited access to the database, no limit on contacts, consistently updated every day with new leads5 DAy Free Trial
For teams that collaborate on focusing on high net worth clients and move together as one5 DAy Free Trial
A firm license can go a long way in growing the bottom line and provide the highest ROI5 DAy Free Trial
By mastering effective prospecting strategies, advisors can tap into a wealth of opportunities, ensuring a steady stream of high-quality leads and clients. Explore our insights to accelerate your growth, enhance client relations, and secure your position as a top-tier advisor in the industry.