Grow your practice with the
lead platform for financial advisors
Unlock Money in Motion With Affluensee: The Ultimate Lead Platform for Financial Advisors
Instant lead identification
Our platform identifies actionable ‘money in motion’ events, enabling you to engage with highly motivated prospects with complex financial planning needs
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Automate your strategy
Streamline your outbound marketing efforts through intelligent automation, allowing you to allocate time to more high value tasks
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Opportunity alerts
Receive timely alerts for high-net worth opportunities, ensuring you can act swiftly and capitalize on moments that matter and capture assets quickly
Learn moreOur process
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
Data Mining
We pull data from 100+ locations
Review
We automate and manually review the prospects data
Validation
Ensure the prospects data is accurate and always up to date
Alerts
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.
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Testimonials
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Allana May
Web designer
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Simon Coen
SEO analyst
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Asim Faruk
Marketing director
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Anna Ferguson
Marketing manager
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Mark Allen
Digital designer
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Maria Cummings
Developer
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Our plans
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Solo Advisor
$350
per month
Unlimited access to the database, no limit on contacts, consistently updated every day with new leads
Learn moreTeam
$500
per month
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Learn moreFirm
$200
per advisor
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Learn moreLatest Knowledge
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