Wealth Management Leads
Reach high-net-worth individuals and families actively seeking financial planning, investment management, and retirement strategies from trusted advisors.
Industry-Leading Lead Generation
Growing a wealth management practice requires connecting with qualified, high-net-worth individuals who are actively seeking financial advice. We specialize in identifying and engaging affluent prospects who have significant assets to manage and are looking for comprehensive wealth management services including investment management, retirement planning, estate planning, and tax optimization strategies.
What You Get
Accredited investor verification to ensure qualification standards
Customizable asset threshold filters ($100K, $500K, $1M+, $5M+)
Demographic and geographic targeting to match your ideal client profile
Privacy-compliant lead sourcing adhering to financial regulations
Intent verification through detailed financial planning questionnaires
Investment goals and timeline information for personalized outreach
Our Process
01
Targeted Outreach
We identify high-net-worth individuals through premium content, financial planning tools, and investment education resources.
02
Asset Qualification
Prospects complete detailed financial questionnaires to verify investable assets, income levels, and accreditation status.
03
Needs Assessment
We gather information on investment goals, risk tolerance, retirement timeline, and current advisor relationships.
04
Advisor Matching
Qualified prospects are matched with advisors based on specialization, service offerings, and geographic preferences.
Frequently Asked Questions
What is the minimum asset level for wealth management leads?
We offer customizable asset thresholds starting at $100,000 in investable assets, with options for $500K, $1M, $5M+, and higher based on your practice's requirements.
How do you verify accredited investor status?
We use detailed questionnaires covering income levels, net worth, and investment experience. For exclusive leads, we can also facilitate third-party verification.
Are these leads looking to switch advisors or are they new investors?
Our lead pool includes both individuals without current advisors and those exploring switching opportunities. Lead data includes current advisor relationship status.
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