We Help Wealth AdvisorsFind Retiring Business Owners
AdvisorX connects you with local owners who may need wealth management.
Verified leads. Powered by AI. Written by people.
Campaign Management
San Francisco, CA - Business Owners
| 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
Test Job
Subtasks
Logs
The Succession Opportunity
Millions of profitable business owners are approaching retirement without succession plans
Business Owners
Baby Boomers ready to retire
Are Profitable
Need succession planning
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.
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.
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.
Tier 1: Up to 5 firms per area code
Tier 2: 3–5 firms per growth cities
Verified contacts & accurate emails
Real team providing hands-on help
Tier 1 Markets
Up to 5 firms per area code in top 100 U.S. markets (NYC, SF, Miami)
Tier 2 Markets
3–5 firms per area code in 100+ growth cities (Austin, Raleigh)
Quality Assurance
Verified contacts and real, accurate business owner emails
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
Perfect to assess your market opportunity and exclusivity
AdvisorX Annual Partnership
White-Label Enterprise Solution
Back-end prospecting engine for WealthTech and wealth management marketing agencies
Enterprise-grade solution for agencies
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.