Financial services & wealth lead generation
Prospects who fit your minimums.
Qualified on your criteria before delivery, so advisors only meet households and businesses that fit.
Where it breaks
What wealth & financial lead buyers deal with.
Below your minimums.
Prospects who don't fit take up advisor time that should go to qualified households.
Recycled prospects.
The same names sold to every advisor in the region.
No context.
A name and number, with nothing about what the prospect actually needs.
How we run it
Built against every one of those.
Qualified on your criteria.
Minimums, needs and timing are checked before a prospect reaches an advisor.
One firm per prospect.
Every lead goes to a single firm and is never resold.
Booked meetings.
On the appointment model, qualified prospects are booked onto advisor calendars.
Consent on record.
Each opt-in carries its source and a timestamp.
Typically qualified on
- ✓Need (retirement, planning, business)
- ✓Asset or income band you set
- ✓Timeline
- ✓Location
- ✓Current advisor
- ✓Best time to talk
Your final criteria are agreed with you in writing before launch.
Which model fits
Pay per appointment suits advisors who want qualified meetings. Pay per lead suits firms with an inside team.
Territory check
Is your market still open?
We work with one company per industry in each territory. Once a territory is claimed, it's closed to everyone else, including your competitors.
Wealth & financial lead generation guides
All articlesBuying Leads
Exclusive Leads vs Shared Leads: What You Actually Pay For
Exclusive leads vs shared leads, compared on cost, contact rates and risk. Learn how to verify exclusivity and what to put in writing before you buy.
October 13, 2026 · 7 min read
Compliance & Quality
How to Vet a Lead Generation Company: 12 Questions to Ask
Vetting a lead generation company? Use these questions to expose shared, aged and non-consented leads before you sign, plus what to put in writing.
October 13, 2026 · 8 min read
Appointment Setting
Pay Per Appointment vs Pay Per Lead: Which Model Fits You
Pay per appointment vs pay per lead, compared on cost, control and risk. See which model fits your sales team and what to define in writing first.
October 13, 2026 · 7 min read
Wealth & financial leads: common questions
Can you qualify against our minimums?
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Yes. Your minimums and disqualifiers are written into your criteria before launch.
Are prospects exclusive?
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Yes. Each prospect goes to one firm only.
Do you give financial advice?
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No. We qualify and book. Advice comes from your advisors.
Exclusive wealth & financial leads, one buyer: you.
Tell us your market and what a good lead looks like. It takes about three minutes.