We Help Wealth Advisors
Find Retiring Business Owners

AdvisorX connects you with local owners who may need wealth management.Verified leads. Powered by AI. Written by people.

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Campaign Management

San Francisco, CA - Business Owners

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NameCampaignWhitelisted AreasScheduledLast Modified
Test JobSF Business OwnersSan Francisco, CA11:55 AM, Jun 18, 202512:24 PM, Jun 18, 2025
Test JobManufacturing (55+)San Francisco, CA11:45 AM, Jun 18, 202512:10 PM, Jun 18, 2025
Test JobProfessional ServicesSan Francisco, CA11:30 AM, Jun 18, 202512:10 PM, Jun 18, 2025

Assignment Log

Test Job

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

The Succession Opportunity

Millions of profitable business owners are approaching retirement without succession plans

2.34M

Business Owners

Baby Boomers ready to retire

78%

Are Profitable

Need succession planning

<30%

Have Plans

Massive opportunity gap

How AdvisorX Works

Our AI pinpoints business owners nearing retirement by scanning underutilized sources—like government filings and Google Maps. Our team of marketing experts then writes and manages compliant, personalized campaigns on your behalf.

Find Hidden Prospects

AI finds decision-makers other platforms miss using government filings and Google Maps

Human-Crafted Campaigns

Marketing experts write SEC-compliant, personalized emails—never automated, never generic

Warm Leads Contact You

You get consistent, high-quality opportunities for real conversations

Most firms see 0.3–3% net positive replies.

Our emails are designed to avoid spam.

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

Exclusivity & Support

We limit AdvisorX access to just a handful of firms per area code in the most desirable markets, ensuring your leads are high quality and competition is minimal.

1

Tier 1: Up to 5 firms per area code

2

Tier 2: 3–5 firms per growth cities

3

Verified contacts & accurate emails

4

Real team providing hands-on help

Leads Found: 426
Manhattan Wealth Group
Financial Services
New York, NY (212)50-100 employees
Bay Area Capital
Investment Management
San Francisco, CA (415)25-50 employees
Miami Financial Partners
Wealth Management
Miami, FL (305)10-25 employees

Tier 1 Markets

Up to 5 firms per area code in top 100 U.S. markets (NYC, SF, Miami)

Email Discovery
Sarah Johnson
CEO
sarah@austinwealth.com
Austin (512)
Mike Rodriguez
CFO
mike@raleighcapital.com
Raleigh (919)
Jennifer Liu
President
jen@denvergroup.com
Denver (303)

Tier 2 Markets

3–5 firms per area code in 100+ growth cities (Austin, Raleigh)

Active Campaigns
Email Verification
98% Accuracy
2847
Sent
2785
Opened
2658
Replied
Contact Validation
Real-time Check
1892
Sent
1847
Opened
1823
Replied

Quality Assurance

Verified contacts and real, accurate business owner emails

Active Campaigns
Campaign Setup
Expert Guidance
100
Sent
98
Opened
95
Replied
Ongoing Management
24/7 Support
365
Sent
360
Opened
358
Replied

Hands-On Support

Real team providing hands-on help and campaign management

Next Steps: Strategy & Growth

Choose your systematic approach to business owner acquisition and succession planning.

Strategy Session

Complimentary

Perfect to assess your market opportunity and exclusivity

60-minute strategy session with our team
Map out best area codes for your firm and target market analysis
Most Popular for RIAs

AdvisorX Annual Partnership

Fixed Pricing
Exclusive partnership for select firms ready to own their market
Campaign setup & configuration tailored to your firm
SEC-compliant email campaigns written and managed for you
Up to 9,000 verified business owner contacts annually
24 booked appointments minimum guarantee
BONUSGrowth Suite
Identify Website Visitors
Automate LinkedIn Outreach
AI Content Marketing Systems

White-Label Enterprise Solution

Custom Pricing

Back-end prospecting engine for WealthTech and wealth management marketing agencies

Complete white-label prospecting infrastructure
API integration for seamless client management
Custom branding and client portal access
Multi-client campaign management platform
Dedicated account management and support
Revenue sharing partnership options
Enterprise-grade compliance and security

Enterprise-grade solution for agencies

Limited Access Per Area Code

Want to see if your area is still available?

Book your strategy session today and discover how AdvisorX can power your business-owner pipeline.

*Limited access per area code to ensure exclusivity and maximize results.

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