Website Visitor
John Smith • CEO
Manufacturing Company
High Intent
Email Campaign
Business Owners Q1
150 sent • 12 replies
8% reply rate
Analytics
Monthly Progress
873 leads identified
70% identification
Compliance
FINRA/SEC Compliant
Campaign Development
Fully Managed

We Find Business Owner Prospects for Wealth Advisors|

Run your firm's prospecting pipeline on autopilot—identify website visitors, leverage AI search intelligence, and target high-value business owners

As seen onKitces logo
Visitor Intelligence Alert showing Jesse Cruz from WhaleRock Capital with pages viewed and session duration
High Intent Lead
Real-time Alert
How It Works

Four-Step Growth Engine

Our specialist team handles everything so you don't have to figure it out. Just focus on serving clients while we deliver qualified leads.

1

Content Marketing

Transform client meetings into SEC-compliant LinkedIn content that drives qualified prospects to your website.

Meeting → LinkedIn PostAutomated
2

Identify Visitors

Know exactly who's visiting your site with LinkedIn profiles, company revenue data, and engagement insights.

Visitor Identification Rate70%
3

Search Authority

Dominate search results for high-intent business owner queries through advanced AI optimization and content strategy.

Search Ranking Success92%
4

Done-For-You Outreach

Simply login and respond to qualified leads. We handle all email campaigns with optimized deliverability and compliance.

Average Reply Rate0.3-3.3%
50%
Visitor Identification Rate
0.3-3.3%
Positive Reply Rate
Testimonials

What firms are saying

AdvisorX saves me time by making content creation and client communication easier. It even helps me answer complex questions, like those involving international taxes, with incredible accuracy.

Buff Dormeier's avatar
Buff Dormeier
Chief Technical Analyst, Kingsview Partners
Pricing Plans

AdvisorX Pricing Plans

Choose the perfect plan to accelerate your business owner prospecting and drive qualified leads to your firm.

Free Strategy Session

Free

Get your first 20 website visitor leads for free

60-minute strategy session with our marketing experts
Target market analysis with optimal area code mapping
First 20+ website visitor identification
Slack integration setup included
Most Popular

AdvisorX Pro

$999/month
$2,999 setup fee
$9,999 annual

Perfect for firms getting started with business owner prospecting

Compliant outbound email campaigns with email deliverability optimization
Targeted persona development
Claude content marketing agents setup
Identify first 300+ website visitors ($1 per visitor after)
Competitor analysis
1 30-minute growth consulting session
Compliance Note: All campaigns are pre-reviewed for FINRA/SEC compliance.

AdvisorX Scale

$4,499/month
$3,999 setup fee
$49,999 annual

Complete done-for-you marketing solution for established firms

Everything in Pro, plus:

Done-for-you compliant content marketing
Weekly 30-minute growth consulting
Done-for-you autopilot SEO service
SEO/AI Search Optimization:
• AI search scheme creation & implementation
• LLM.txt optimization for AI search engines
• AI description tags and metadata
• Content formats tailored specifically for AI
• AI rendering optimization
• Complete technical SEO audit & optimization
• Google AI overviews optimization
• Content optimization & link building
• 8-10 monthly SEO-optimized content pages
• Monthly SEO performance reporting
Frequently Asked Questions

Everything You Need to Know About AdvisorX AI

Get instant answers to common questions about our AI-powered business owner prospecting platform for financial professionals.

Still Have Questions?

Schedule a free 60-minute strategy session to learn how AdvisorX AI can transform your business owner prospecting and generate qualified leads for your practice.