Question 1

How do you prioritize prospects for me?

Accepted Answer

The WealthReach Score ranks prospects based on intent strength, fit to your firm, recency, engagement momentum, verified contact quality, and wealth indicators—ensuring you focus on the prospects most likely to convert.

Question 2

How does the AI write outreach messages? Will they sound robotic?

Accepted Answer

Our AI is trained on thousands of high-performing outreach messages from the Model FA team and top advisors. Every message is personalized using the prospect's intent signals, location, wealth profile, and pages visited. Plus, our AI does deep research on each prospect to craft industry-leading personalized emails and LinkedIn messages that sound natural, not templated.

Question 3

What channels does WealthReach support for outreach?

Accepted Answer

Email and LinkedIn (messages and connection requests) are included in all plans. We focus on the channels that matter most to financial advisors—no spam calls or outdated tactics.

Question 4

Can I review and edit messages before they're sent?

Accepted Answer

Yes. Every AI-generated sequence requires your approval before sending, giving you full control over your outreach.

Question 5

What if I need help optimizing my campaigns?

Accepted Answer

We’ll help you refine intent topics, optimize sequences, and improve conversion rates. Pro includes onboarding + ongoing support. Enterprise includes dedicated rollout support. And if you want experts to execute on your behalf, ask about our Run It With You engagement (powered by Intention.ly).

Question 6

What kind of support do you offer?

Accepted Answer

All plans include dedicated support via email, in-app chat, and Zoom calls (responses within 24 hours).

Question 7

I'm a marketing firm, marketing coach, or aggregator, can I have multiple firms under one umbrella?

Accepted Answer

Yes, we have an in-app organization switcher so you can control everything from one account.

Question 8

What makes WealthReach different from other prospecting tools?

Accepted Answer

A few things: 1. Built in the industry. One co-founder runs business development at a fast-growing RIA; the other coaches 250+ advisory firms. We built what we were missing — not what Silicon Valley thought advisors "might" want. Ask our competitors if they have ever closed new AUM firsthand. 2. Intent over guesses. Most tools watch for money in motion events (a house sold, a 401(k) rollover "might" be happening). We focus on people actively looking for an advisor NOW. 3. AI Sequencing Engine: building multi-channel sequences with other tools is manual and intensive. There might be AI that personalizes one line, but that's it. Our AI engine does deep research on every prospect, and creates completely custom email and LinkedIn messages for every prospect.

Question 9

Is this legal?

Accepted Answer

Yes, 100% legal and compliant. WealthReach was built by industry veterans and outreach experts with feedback and testing at some of the fastest growing RIAs in the country.

Two options. Clear and simple.

WealthReach Pro

WealthReach Enterprise

Run It With You

Frequently Asked Questions

Ready to Fill the Calendar
with the Right Prospects?

Two options. Clear and simple.

WealthReach Pro

WealthReach Enterprise

Run It With You

Frequently Asked Questions

Ready to Fill the Calendar
with the Right Prospects?

Two options. Clear and simple.

WealthReach Pro

WealthReach Enterprise

Run It With You

Frequently Asked Questions

Ready to Fill the Calendar with the Right Prospects?

Two options. Clear and simple.

WealthReach Pro

WealthReach Enterprise

Run It With You

Frequently Asked Questions

Ready to Fill the Calendar with the Right Prospects?

Ready to Fill the Calendar
with the Right Prospects?

Ready to Fill the Calendar
with the Right Prospects?