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 Help Wealth Advisors
Find Business Owner Prospects

An organic growth engine to identify 70% of your website visitors, scale outreach totargeted business owners and show up more on Google AI overviews.

As seen onKitces logo
Compliant Outreach
Premium Data
Human Support
Campaign Management

See AdvisorX in Action

Our platform combines AI-powered prospecting with human expertise to deliver qualified business owner leads.

A
AdvisorX
●Live
San Francisco, CA - Business Owners
🔍⚙️New Assignment
Name
Campaign
Whitelisted Areas
Scheduled
Last Modified
Test Job
SF Business Owners
San Francisco, CA
11:55 AM, Jun 18, 2025
12:24 PM, Jun 18, 2025
Test Job
Manufacturing (55+)
San Francisco, CA
11:45 AM, Jun 18, 2025
12:10 PM, Jun 18, 2025
Test Job
Professional Services
San Francisco, CA
11:30 AM, Jun 18, 2025
12:10 PM, Jun 18, 2025

Assignment Log

Subtasks: mortgage lenders in 10026, New York, NY; tax advisors in 10025, New York, NY; mortgage lenders in 94112, San Francisco, CA; tax advisors in 94112, San Francisco, CA
Logs:
1. 06/18/25 16:06:02: Loading existing leads for organization
2. 06/18/25 16:06:15: Loaded 4428 leads for organization
3. 06/18/25 16:06:40: Found 5199 businesses for query 1
How It Works

How AdvisorX Finds Business Owner Prospects

Our AI-powered platform combines three proven methods to consistently deliver qualified business owner prospects to your pipeline.

Smart AI Prospecting

AI identifies business owners using government filings, Google Maps, and proprietary data sources other platforms miss

AI
85%
✓ Government filings scanned
✓ Google Maps analyzed
✓ Proprietary data enriched

Website Intelligence

Identify 70% of your website visitors with LinkedIn profiles—know exactly who is reading specific pages on your website

70%
Identified
✓ LinkedIn profiles matched
✓ Page behavior tracked
✓ Intent signals captured

Search Authority

Rank higher in Google AI overviews so more business owners find you first, then convert that traffic into known prospects

SEO
Ranking
✓ Google AI optimized
✓ Authority signals built
✓ Traffic converted

Most firms see 0.3–3% net positive replies.

Our emails are designed to avoid spam and maximize engagement.

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
Done-For-You White Glove Service

We Handle EverythingSo You Don't Have To

Our team manages your entire multi-channel prospecting system—from outbound campaigns to inbound optimization—while you focus on closing deals.

Website Intelligence

Track and identify your visitors

Live Visitor Feed
Live
JD
John Davis
Austin Financial Group
High Intent
SM
Sarah Mitchell
Tech Services LLC
Medium Intent
RT
Robert Thompson
Healthcare Partners
High Intent
Identification Rate
70%
Website visitor intelligence setup
LinkedIn profile matching
Intent signal tracking
Real-time Slack notifications

Outbound Campaigns

Automated email sequences

Campaign: Business Owners Q1
Active
1
Email 1
Sent
150 sent
82 opened • 12 replied
2
Email 2
Sending
82 sent
45 opened • 8 replied
3
Email 3
Scheduled
45 sent
0 opened • 0 replied
Reply Rate
8%
Expert-written email sequences
FINRA/SEC compliant campaign development
Deliverability optimization
A/B testing and optimization

Ready to automate your prospecting?

Let our team handle the entire lead generation process while you focus on closing deals.

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

Perfect for firms ready to explore AI-powered marketing

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 implementation fee

Ideal for established firms ready to scale lead generation

Identify 70% of your website visitors with LinkedIn profiles
Slack + HubSpot integration for seamless workflow
Outbound campaign setup tailored to your firm
FINRA/SEC compliant email campaigns written and managed by our team
Access to 9,000+ verified business owner contacts annually
24 booked appointments minimum guaranteed annually

AdvisorX Scale

$3,999/month
$2,999 implementation fee

Perfect for firms becoming the dominant market authority

All Pro features with enhanced targeting capabilities
Full-site SEO audit with detailed technical analysis
Google AI Overviews optimization for 2025
100+ keyword cluster research tailored to your niche
8-10 high-quality content pages monthly
Monthly progress reports (biweekly available on request)

Add-On: Fractional CMO

Available for Pro and Scale plan clients

Complete marketing strategy oversight
Scalable growth engine design
20+ hours monthly of strategic guidance