Grow Your Advisory Business with AI
Identify Customers with Life Events and Use Personalization at Scale
Execute on All Opportunities
Major life events create opportunities for financial advisors to assist clients when they need it most. Events like inheritance, marriage, separation, business liquidation, retirement, career changes, or the arrival of a newborn can lead to natural conversations about financial planning.
We empower financial advisors to identify and act on these opportunities.
$90T
Will be transferred from Baby Boomers to Millennials in the next decade
5M+
Retire every year
2M+
Marriages each year
650k+
Separations every year
700k+
Job changes annually
450k+
Business exits annually
Effortless 3-step Solution
1. Select Your Niche
We fine-tune the search model based on your domain expertise.
Do you specialize in recently married couples, real estate HNWIs, sports athletes, small business owners, health organizations, or non-profits?
Share your interests — connect with your customers on a personal level and build long-term relationships.
2. Browse Prospects
Get the full list of individuals based on required and preferred criteria.
Empower your business to see why a person will benefit the most from your niche and experience.
Time is valuable and we want you to spend it on things that matter.
3. Send Personalized Emails on Autopilot
Our algorithms can generate a deeply personalized message.
Leverage shared interests and backgrounds to enhance the likelihood of conversion.
Click "Send All" to distribute personalized emails among all the matched customers.
