Built for US financial advisors and RIAs

Up to 60 warm US owner-level leads a day, by 7am.

For US financial advisors and RIA practices who want corporate-services or owner-level prospects without spending half a day on cold outreach.

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No card today No contract CAN-SPAM compliant

Why US financial advisors use AI Leads

B2B-only sourcing — we target work emails at businesses, never personal addresses.
Your practice domain stays clean — cold email runs from our infrastructure.
CAN-SPAM-compliant, conversation-first copy — every email invites a call, never promotes a specific investment.
Cancel any time — useful when annual review season squeezes capacity.

Example campaign — sent on your behalf

FromYour name <outreach@your-aileads-domain.net>Subject15 minutes on {company}'s 401(k)?

Hi {first_name} — quick note. We help US companies your size structure owner and executive retirement provision in a way that's tax-efficient for the company and the individuals. Most of what we do starts as a 20-minute call. Worth one?

You review and edit the template during onboarding. Variable substitution ({first_name}, {company}) personalises every send.

How it works for financial advisors

Step 1

You onboard in 10 minutes

Fill in: company, website, who you typically work with. We extract your USP automatically. Designed for a financial-advisory principal or RIA practice head.

Step 2

Up to 6,000 emails go out daily

Targeted to business owners, executives, and HR directors at US SMBs (for corporate-services advisors) or high-earning professionals (for personal-finance advisors). From our infrastructure, never your domain.

Step 3

Engagement is scored

Opens, clicks, replies. Bot-filtered. Ranked on a 4-tier interest model.

Step 4

Top 20 per campaign land at 7am

Name, company, role, phone, LinkedIn, email — every weekday morning.

First 500 customers · $49 forever

$49/week

First 500 customers only. Goes up after.

Up to 30,000 emails sent for you every week
Up to 60 warm US B2B prospects in your inbox each day
Pre-warmed US infrastructure — your domain is never used
Cancel any time from your dashboard

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Questions financial advisors ask

Is cold email appropriate for regulated advisors?

B2B cold email is permitted in the US under the CAN-SPAM Act — no prior opt-in is required, provided sender details are accurate and a working opt-out is honored. The email itself should invite a conversation, not promote a specific investment or make performance claims. We help shape the copy to stay on the right side of that line during onboarding.

Can I target by company revenue or owner age?

Sector, company size, and region are reliable filters. Owner age and revenue bands are less reliable in our data — better captured at the conversation stage.

CAN-SPAM compliant Your domain is never used 589,000+ US B2B contacts