Owners with liquidity
Business owners with a reason to talk now: a company sale, new funding, succession news.
AI agents for financial advisor marketing.
We set up a team of AI coworkers for your firm. They find business owners after a liquidity event and the CPAs who refer them. Your advisors approve the work and own every client relationship.
For RIAs and independent advisors.
Works with your CRM
Redtail
Wealthbox
Salesforce
HubSpot
Niches we build around
Business owners · Physicians · Executives · Pre-retirees · Tech employees with equity
Salesforce and HubSpot connect directly, read only. Redtail and Wealthbox connect by export or a custom integration we build during setup.
What we set up for your firm.
A strategist builds your AI coworkers around how you sell, in about a week.
- Day 1
Your niche
The clients you serve best and the planning you do.
- Day 2
Your best clients
What your top relationships share, read from your CRM.
- Day 3
Your market
What your niche searches near you, and rival firms.
- Day 4
Your compliance
Marketing Rule disclosures, archiving and CCO review.
- Day 5
First work
Your first prospect list and niche page, for your yes.
What your AI coworkers do every week.
Everything waits for your team's yes.
Pages your niche finds
A page for each niche and city, like planning for physicians in Scottsdale.
Guides and newsletters
Planning guides, market commentary and your client newsletter, ready for compliance review.
LinkedIn for advisors
Updates in each advisor's voice, written to the Marketing Rule.
Rival firms, watched
New niche pages, advisors, ads and reviews at up to five firms.
Named by AI assistants
In the answer when a physician asks ChatGPT for a financial advisor near them.
What arrives on a Monday.
Business owners with a liquidity signal, plus the advisors around them. Your advisors choose who to contact.
Leads and plays · Prospect listFor your yesArizona owners after a sale or recapitalization
- Why now
- Company acquired, recapitalized or announced a succession in the last 90 days
- This week
- 46 owners, plus 22 CPAs and estate attorneys who serve them, every email verified
- One of them
- Desert Ridge HVAC: the founder sold a majority stake to a private equity firm in August
- Opening line
- Congratulations on the Desert Ridge deal. Happy to share how other founders planned their first year after a sale.
- Left out
- 14 owners already clients or prospects in your CRM
Example company. Every name and number is made up.
Owners, not households
Business owners and centers of influence only. Never consumers from data.
A reason to reach out
Each owner comes with the public signal behind it.
Your advisors reach out
We never contact prospects. Your advisors decide who and how.
See what we'd set up for your firm.
On a 30-minute call, a strategist walks through your market and the first month of work.
Your industry's rules, built in.
SEC Marketing Rule
Testimonials with disclosures, no cherry-picked performance.
FINRA Rule 2210
Applied when your advisors are affiliated with a broker-dealer.
Books and records
Everything is archived through your compliance tools.
CCO approval
Your chief compliance officer approves before anything goes out.
What they do
- Find business owners and referral partners
- Write pages for each niche and city
- Write planning guides and your newsletter
- Draft LinkedIn for your advisors
- Watch up to five rival firms
What they don't
- Give investment advice
- Show performance or returns
- Find households from data
- Touch client accounts or portfolios
- Contact prospects for you
The First-Month Guarantee
Try your first month. 30‑day money-back guarantee.
Expect 30 approved deliverables in your first month. If it isn't right for you, we refund the month. You approve every deliverable, so the quality bar is yours.
*Conditions apply.
Questions we hear often.
Can AI generate leads for financial advisors?
Yes, business owners and referral partners. Each week your leads coworker finds owners with a liquidity signal, and CPAs and estate attorneys who serve them. Up to 200 a week.
Do you buy lists of wealthy households?
No. We never find households from data. We find business owners through public news, and the centers of influence who refer them.
Does it work with Redtail or Wealthbox?
Yes, by export or a custom integration we build during setup. Salesforce and HubSpot connect directly. Everything is read only.
How does this fit the SEC Marketing Rule?
Your CCO approves everything first. We add required testimonial disclosures, never cherry-pick performance, and you archive it through your usual tools.
How much of our time does it take?
About 1-2 hours a week to approve work, after a setup week with a strategist.
AI Agents for Fintech Marketing →AI Agents for Accounting Firm Marketing →AI Agents for Consulting Lead Generation →All industries →
Your first month, planned on one 30-minute call.
A strategist shows you what we set up first, built from your market and your competitors. Backed by our 30-day money-back guarantee.
Book a call