Grow your practice with the

lead platform for financial advisors

Unlock Money in Motion With Affluensee: The Ultimate Lead Platform for Financial Advisors

Start Capturing Assets Now
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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

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Our 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

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Data Mining

We pull data from 100+ locations

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Review

We automate and manually review the prospects data

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Validation

Ensure the prospects data is accurate and always up to date

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Alerts

Get notified when new prospects enter the platform

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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

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Team

$500

per month

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Firm

$200

per advisor

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Latest Knowledge

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