The first "pay as-you-go" prospect platform for financial advisors.Buy advisor leads, in real time.
Savers who asked for help minutes ago, screened on investable assets, age and timeline, and confirmed by live phone code. You pay per prospect that meets your minimums — exclusive to you, no retainer.
New inquiry every ~30 seconds
Enter the 6-digit code sent to
(•••) ••• 4187
No code entered = no lead billed
Live inventory across the planning conversations we run
Nationwide, verified & fast.
Every prospect comes from campaigns we fund and control, is screened for investable assets, timeline and advice intent, and has to clear a live phone code before it reaches your calendar. Anything under your floor never gets delivered.
Real time
On your calendar path inside 60 seconds
Verified
One-time code entered on the phone
Qualified
Assets, age and timeline screened
Exclusive
Sold to one advisor, never resold
Turn ad budget
into AUM conversations.
Seminars and referral droughts are not a growth plan. We carry the media spend and the creative, and hand you the only output worth paying for: a prospect on the phone with real investable assets and a specific reason to talk this quarter.
Lead #84129 — spec check
Fails any line → never delivered, never billed
How much do you currently have invested or saved?
Full qualifier · avg match time 5.2 seconds
Zero upfront
No retainer, no deposit, no software fee.
Flat per lead
One rate, agreed before the first delivery.
Replace policy
Bad number or wrong spec? Credited, no argument.
Cancel anytime
No contract, no minimum volume.
Qualified before it's billed
A prospect only counts once a real person proves the number is theirs and clears your asset floor. Everything below it is filtered out before it reaches your calendar.
Enter the 6-digit code sent to
(•••) ••• 4187
No code entered = no lead billed
Prospect answers the full planning set
01One-time code sent to their mobile
02Code entered — number proven, intent proven
03Scored against your asset criteria, then routed
04Built for teams that
actually close.
Same pipe, your exact criteria, your exact CRM, priced per delivered lead.
60s
median delivery
$250k+
typical asset floor
1:1
advisor per prospect
“For the first time the prospects actually clear our minimums. We dropped the monthly agency fee and now only pay for people who are worth an hour of my calendar.”
Founding Advisor
Independent RIA · AZ
Cold lists vs. live prospects
Without us
The recycled list treadmill
- Aged records resold across four advisors
- No idea what assets they actually hold
- An agency retainer regardless of output
- Seminar spend you cannot attribute
- Weeks spent arguing over credits
With us
A verified prospect, on demand
- One advisor per prospect, never resold
- Number proven by a live one-time code
- Nothing upfront — billed on delivery
- Assets, age and timeline attached
- Below-floor prospects credited automatically
Switching to us is simple
Lead #84129 — spec check
Fails any line → never delivered, never billed
You set the criteria
One call to lock your investable-asset floor, age band, states, and the prospects you never want to see.
- Asset minimum
- State coverage
- Age band
Ads Manager
Campaigns · Last 7d
We buy the media
Our ad accounts, our creative, our budget. You never fund a test and you never manage a campaign.
- Paid social and search
- Creative we produce
- Zero ad spend from you
Secure application
Great news — we've matched you with an advisor.
Honest answers
Best match
Inflated answers
No match
Transparency lowers false info at the source
We verify while they're live
A full planning qualifier, then a one-time code on the prospect's phone. No code, no lead, no charge.
- One-time code confirmed
- Answers captured
- Duplicates dropped
You pay for what lands
Delivered to your CRM the moment it clears. Anything under your floor is credited without a conversation.
- Real-time webhook
- One flat rate
- Automatic credits
Book a call.
Pay per qualified prospect.
There is no public price list because your rate depends on your asset minimum, geography, and volume — quoting one number for everyone would mean overcharging most of them. On the call we quote a flat per-lead rate and lock it before a single campaign goes live.
What you are actually paying for
No retainer or ad spend
You only pay when a qualified lead is delivered.
Rate locked on the call
Your per-lead price is quoted before any creative runs.
Off-spec = credited
Bad number or outside your criteria? You are not billed.
Every lead is phone-verified, exclusive, and matched to your spec before it ever reaches your CRM.
Questions, answered
No setup fee, no retainer, no credits to pre-buy. You set your criteria, put a card on file, and get billed one flat rate per lead — only when a lead that matches those criteria is delivered. Change your criteria, pause, or stop at any time.
Paid social, paid search, and a small set of content properties we own and operate. Every impression is media we buy and creative we produce, so we can tell you exactly which ad a prospect came from. We never buy, resell, or re-score records from networks, aggregators, or partner publishers.
Prospects self-report household investable assets in a banded question set alongside age, retirement timeline, and whether they already work with an advisor. Anyone under your floor is never delivered and never billed. We do not claim to verify account balances — no compliant source can.
We run educational, non-performance creative with express written consent captured and timestamped. We never present ourselves as your firm and never give advice, and your compliance team can review every asset before it goes live.
Yes. We deliver by webhook or API into HubSpot, Salesforce, GoHighLevel, Close, Zoho, and custom systems. Partnered CRMs take about five minutes and two clicks on your side; anything custom is usually wired up inside a week.
We will tell you on the first call, before you commit to anything. If we cannot hit your criteria inside a cost per lead that works for you, we do not take the order. Selling you volume you cannot close is not a business we want.
Tell us your criteria.
We'll quote your rate.
Applications are reviewed the same business day. If your asset criteria match live inventory, your first verified prospect can land this week.
Set your criteria
Asset floor, states, age band, exclusions.
Put a card on file
Nothing is charged until a lead lands.
Prospects hit your CRM
Verified, exclusive, timestamped.
Scale or stop
No contract, no minimum, no notice period.