Want Help Growing Your AUM?
Get qualified prospects with $500K+ in personal assets, delivered on a rolling basis throughout the month until reaching $10M in total investable wealth
Featured In
Turn Key Solution
Proven Strategies to Help You Consistently Grow Your Assets Under Management (AUM)
$10M AUM Leads
Receive qualified leads every month with a total of $10 million+ in declared investable assets.
Qualified $500K+ Leads
Connect exclusively with U.S.-based investors, each declaring $500k+ in assets, delivered directly to your inbox.
Lead's Delivered Directly
Receive leads via email in real-time, ensuring you never miss a growth opportunity.
Our Promise To You
Should we fail to achieve the $10M AUM guarantee, you qualify for a refund of our service fees. Your trust is paramount to us, and we ensure transparency in our dealings.
Please Note:
We provide you with qualified leads, but we can’t guarantee that your AUM will grow. Some leads may not answer on the first call, so following up will be your responsibility. Additionally, some leads may choose to work with another RIA. Our role is to connect you with potential clients; how you engage and convert them is up to you.
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$10M AUM Leads
Receive qualified leads every month with a total of $10 million+
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Every 30 Days
Receive your leads on a consistent 30-day basis
VERIFIED U.S. INVESTORS
Qualified $500K+ Leads
Connect exclusively with U.S.-based leads, each declaring $500k+ in assets, delivered directly to your inbox.
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Customized Engagement
Develop custom engagement plans that resonate with your target audience.
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CRM Integration
Integrate our platform with your existing CRM to streamline lead tracking
Accelerate Your Growth with Qualified Leads
As an RIA, your firm’s growth and success are of utmost importance. This turnkey solution offers a path to get in front of high net-worth investors.
Complimentary Extras
Bonus Leads Included
Occasionally, you may receive leads from investors with slightly lower declared assets, under the $500K threshold. These bonus leads come at no extra cost, allowing you to grow your network and identify additional opportunities beyond the core qualified prospects. Our focus is on delivering maximum value to support the expansion of your financial practice.
Transparent Pricing
You don’t need to sit through a one-hour Zoom call just
to get the pricing details.
Price Breakdown:
• $2,500 is allocated for paid ads.
• $2,500 is the service fee.
Our Promise: If we don’t deliver leads totaling $10M in
investable assets, we will refund the $2,500 service fee.
Please note, the refund does not include the $2,500
allocated for ads.
Pro plan
$5,000 /m
- 10 Million AUM Leads
- Verified 500K+ Leads
- CRM Integration
- Risk-Free Guarantee
- Bonus Leads
FAQ
Frequently Asked Questions
What types of leads will I receive?
You will receive leads exclusively from U.S.-based residents who have declared investable assets of $500,000 or more. These leads are verified to ensure quality and alignment with your AUM goals.
What is the $10M AUM guarantee?
We guarantee that the total declared investable assets of the leads provided each month will equal or exceed $10 million. If we don’t meet this commitment, you qualify for a refund of the service fee.
How are the leads verified?
Leads are verified through a form submission where individuals declare their investable assets. We make reasonable efforts to ensure the information is accurate and aligns with the criteria outlined in the agreement.
How quickly will I receive leads?
Within a week. Leads will be delivered on a rolling basis throughout the month, ensuring a steady flow of qualified prospects. The process begins as soon as the initial payment is made and the agreement is signed.
Are there any additional costs?
No, there are no hidden fees. The $5,000 monthly fee covers both the ad spend and the service fee, with no additional costs beyond this unless otherwise agreed upon.