Predictable Client Acquisition for Financial Advisors

We design structured systems that consistently attract high-net-worth clients through data-driven outreach, optimized conversion funnels, and intelligent automation.

Request Your Free Client Acquisition Plan

Request Your Free Client Acquisition Plan

Request Your Free Client Acquisition Plan

Request Your Free Client Acquisition Plan

See What’s Included

See What’s Included

See What’s Included

See What’s Included

Our Services

Our Services

From Cold Leads to Meaningful Conversations

Our structured outreach and automation frameworks help advisors consistently engage qualified prospects, strengthen conversion, and reduce dependency on unpredictable referrals.

All Tasks

Waiting for approval

  • New Lead Nurture Sequence

    Due on 2nd july

  • Instant Lead Notifications

    2 days ago

  • Smart Follow-Up Reminders

    Cancelled by user

  • CRM Updates

    70% prepared

  • LinkedIn Lead Engagement

    sent to selected clients

All Tasks

Waiting for approval

  • New Lead Nurture Sequence

    Due on 2nd july

  • Instant Lead Notifications

    2 days ago

  • Smart Follow-Up Reminders

    Cancelled by user

  • CRM Updates

    70% prepared

  • LinkedIn Lead Engagement

    sent to selected clients

All Tasks

Waiting for approval

  • New Lead Nurture Sequence

    Due on 2nd july

  • Instant Lead Notifications

    2 days ago

  • Smart Follow-Up Reminders

    Cancelled by user

  • CRM Updates

    70% prepared

  • LinkedIn Lead Engagement

    sent to selected clients

Automation

Automation

Automated Follow-Ups & CRM Integration

Our systems ensure every qualified prospect is nurtured through automated follow-up workflows fully integrated with your CRM, reducing manual effort and eliminating missed opportunities.

Lead Nurture

Lead Nurture

CRM Sync

CRM Sync

Funnels

Funnels

Inbound Funnel Setup

We design streamlined lead capture pages and intake flows that convert visitors into qualified opportunities, providing a structured alternative to unpredictable referral or advertising strategies.

Strategy Pages

Strategy Pages

Client Conversion

Client Conversion

What can I help with?

Ready to scale your client acquisition with AI? Let’s build your growth system.

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What can I help with?

Ready to scale your client acquisition with AI? Let’s build your growth system.

|

Add document

Analyze

Generate Image

research

What can I help with?

Ready to scale your client acquisition with AI? Let’s build your growth system.

|

Add document

Analyze

Generate Image

research

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Founders

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Schedule

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E-mail Sending..

LinkedIn

Founders

Draft

Schedule

Sent

E-mail Sending..

LinkedIn

Founders

Draft

Schedule

Sent

Smart Outreach

Smart Outreach

Done-For-You Outreach Campaigns

We create and manage targeted outbound campaigns tailored to your ideal prospects, combining personalization with AI-enabled tools to ensure consistent engagement and measurable results.

Inbox-Ready Leads

Inbox-Ready Leads

Hands-Off Execution

Hands-Off Execution

Our Process

Our Process

Structured Frameworks for Scalable Growth

We align strategy, outreach, and automation into a cohesive system, giving advisors clarity, transparency, and confidence in every stage of client acquisition.

Step 1

Discovery & Positioning

We conduct a comprehensive review of your firm’s current acquisition funnel, market positioning, and target audience to identify high-leverage opportunities and refine your value proposition.

Step 2

System Design & Buildout

We architect and implement custom client acquisition frameworks that integrate AI-enabled funnels, personalized outreach, and automated lead workflows to create predictable growth.

Step 3

Digital Presence & Conversion Optimization

We design or enhance your online presence with a focus on conversion, applying proven UX principles and compliance ready messaging to transform visitors into qualified opportunities.

Step 4

Launch, Automate, & Scale

We activate your acquisition system, monitor performance, and implement optimizations that ensure scalability — allowing your firm to focus on client relationships while growth operates consistently in the background.

Case Studies

Client Success Stories

We design AI-powered systems that help financial advisors attract high-net-worth clients with precision, consistency, and scale.

Benefits

Benefits

Why Advisors Choose Finovex AI

Our frameworks combine precision outreach, conversion-focused funnels, and automation into systems that advisors fully own, providing clarity and confidence in long-term growth.

Structured Systems for Sustainable Growth

We build acquisition frameworks that integrate outreach, automation, and conversion funnels into a unified system — delivering predictable client pipelines without dependence on ads or referrals.

Structured Systems for Sustainable Growth

We build acquisition frameworks that integrate outreach, automation, and conversion funnels into a unified system — delivering predictable client pipelines without dependence on ads or referrals.

Structured Systems for Sustainable Growth

We build acquisition frameworks that integrate outreach, automation, and conversion funnels into a unified system — delivering predictable client pipelines without dependence on ads or referrals.

Intelligent Outreach with a Human Touch

Our outreach combines AI-driven tools with carefully tailored messaging, ensuring every communication feels professional, personalized, and aligned with compliance standards.

Intelligent Outreach with a Human Touch

Our outreach combines AI-driven tools with carefully tailored messaging, ensuring every communication feels professional, personalized, and aligned with compliance standards.

Intelligent Outreach with a Human Touch

Our outreach combines AI-driven tools with carefully tailored messaging, ensuring every communication feels professional, personalized, and aligned with compliance standards.

Seamless Follow-Up & CRM Integration

Automated workflows nurture prospects at every stage, syncing directly with your CRM to eliminate manual tracking while strengthening consistency and conversion.

Seamless Follow-Up & CRM Integration

Automated workflows nurture prospects at every stage, syncing directly with your CRM to eliminate manual tracking while strengthening consistency and conversion.

Seamless Follow-Up & CRM Integration

Automated workflows nurture prospects at every stage, syncing directly with your CRM to eliminate manual tracking while strengthening consistency and conversion.

Acquisition Funnels Designed to Perform

We create conversion-optimized funnels that move prospects from initial interest to booked consultations, audit requests, or lead captures with clarity and efficiency.

Acquisition Funnels Designed to Perform

We create conversion-optimized funnels that move prospects from initial interest to booked consultations, audit requests, or lead captures with clarity and efficiency.

Acquisition Funnels Designed to Perform

We create conversion-optimized funnels that move prospects from initial interest to booked consultations, audit requests, or lead captures with clarity and efficiency.

Exclusive Focus on Financial Professionals

Finovex AI works solely with RIAs, wealth managers, and independent advisors — allowing us to deliver industry-specific systems, compliant messaging, and precise targeting.

Exclusive Focus on Financial Professionals

Finovex AI works solely with RIAs, wealth managers, and independent advisors — allowing us to deliver industry-specific systems, compliant messaging, and precise targeting.

Exclusive Focus on Financial Professionals

Finovex AI works solely with RIAs, wealth managers, and independent advisors — allowing us to deliver industry-specific systems, compliant messaging, and precise targeting.

Flexible Growth Models (Starting at $1,500/mo)

Our tiered engagement options are structured to support firms at every stage, from establishing a foundation to scaling into a fully managed acquisition engine.

Flexible Growth Models (Starting at $1,500/mo)

Our tiered engagement options are structured to support firms at every stage, from establishing a foundation to scaling into a fully managed acquisition engine.

Flexible Growth Models (Starting at $1,500/mo)

Our tiered engagement options are structured to support firms at every stage, from establishing a foundation to scaling into a fully managed acquisition engine.

Pricing

Pricing

Scalable Solutions for Every Stage of Growth

Whether establishing your first predictable acquisition system or expanding to a fully managed engine, Finovex AI offers structured packages designed to fit your firm’s strategy.

Whether establishing your first predictable acquisition system or expanding to a fully managed engine, Finovex AI offers structured packages designed to fit your firm’s strategy.

Monthly

Annually

Starter Growth System

$15,000/year

A structured foundation for firms building their first predictable client acquisition system.

Launch My Growth System

Launch My Growth System

What's Included:

Outbound email campaigns targeting high-net-worth prospects

Conversion funnel design with booking calendar integration

Lead tracking dashboard for visibility into campaign performance

Full transfer of all campaigns, funnels, and digital assets

Accelerator System

Most Popular

$25,000/year

An advanced acquisition framework with automation and optimization for consistent scaling.

Launch My Growth System

Launch My Growth System

What's Included:

All inclusions from Starter

Automated workflows for lead nurturing and follow-up

Custom campaign strategy and tailored outreach messaging

Monthly performance review with optimization roadmap

Continuous campaign monitoring and refinement

Partner-Level Scale System

$40,000/year

A fully managed, multi-channel engine designed for firms ready to dominate their market.

Launch My Growth System

Launch My Growth System

What's Included:

All inclusions from the Accelerator System

Multi-channel campaigns (email + LinkedIn outreach)

End-to-end campaign management and execution

Advanced reporting with performance analytics dashboard

Priority access to dedicated support and optimization

Monthly

Annually

Starter Growth System

$15,000/year

A structured foundation for firms building their first predictable client acquisition system.

Launch My Growth System

Launch My Growth System

What's Included:

Outbound email campaigns targeting high-net-worth prospects

Conversion funnel design with booking calendar integration

Lead tracking dashboard for visibility into campaign performance

Full transfer of all campaigns, funnels, and digital assets

Accelerator System

Most Popular

$25,000/year

An advanced acquisition framework with automation and optimization for consistent scaling.

Launch My Growth System

Launch My Growth System

What's Included:

All inclusions from Starter

Automated workflows for lead nurturing and follow-up

Custom campaign strategy and tailored outreach messaging

Monthly performance review with optimization roadmap

Continuous campaign monitoring and refinement

Partner-Level Scale System

$40,000/year

A fully managed, multi-channel engine designed for firms ready to dominate their market.

Launch My Growth System

Launch My Growth System

What's Included:

All inclusions from the Accelerator System

Multi-channel campaigns (email + LinkedIn outreach)

End-to-end campaign management and execution

Advanced reporting with performance analytics dashboard

Priority access to dedicated support and optimization

Monthly

Annually

Starter Growth System

$15,000/year

A structured foundation for firms building their first predictable client acquisition system.

Launch My Growth System

Launch My Growth System

What's Included:

Outbound email campaigns targeting high-net-worth prospects

Conversion funnel design with booking calendar integration

Lead tracking dashboard for visibility into campaign performance

Full transfer of all campaigns, funnels, and digital assets

Accelerator System

Most Popular

$25,000/year

An advanced acquisition framework with automation and optimization for consistent scaling.

Launch My Growth System

Launch My Growth System

What's Included:

All inclusions from Starter

Automated workflows for lead nurturing and follow-up

Custom campaign strategy and tailored outreach messaging

Monthly performance review with optimization roadmap

Continuous campaign monitoring and refinement

Partner-Level Scale System

$40,000/year

A fully managed, multi-channel engine designed for firms ready to dominate their market.

Launch My Growth System

Launch My Growth System

What's Included:

All inclusions from the Accelerator System

Multi-channel campaigns (email + LinkedIn outreach)

End-to-end campaign management and execution

Advanced reporting with performance analytics dashboard

Priority access to dedicated support and optimization

Our Core Principles

Our Core Principles

The Principles That Drive Finovex AI

Every system we design is guided by principles that ensure consistency, compliance, and long-term scalability for financial advisors

Predictability

Our systems are engineered to deliver consistent, measurable client acquisition, replacing the uncertainty of referrals and advertising.

Predictability

Our systems are engineered to deliver consistent, measurable client acquisition, replacing the uncertainty of referrals and advertising.

Compliance

Every campaign, funnel, and workflow is designed with the standards of financial professionals in mind — ensuring your growth strategy stays aligned with industry regulations.

Compliance

Every campaign, funnel, and workflow is designed with the standards of financial professionals in mind — ensuring your growth strategy stays aligned with industry regulations.

Ownership

All assets, funnels, and campaigns remain fully under your control, giving your firm lasting independence and the ability to scale without reliance on outside vendors.

Ownership

All assets, funnels, and campaigns remain fully under your control, giving your firm lasting independence and the ability to scale without reliance on outside vendors.

Scalability

Our frameworks are structured to adapt seamlessly as your firm grows, supporting solo advisors, boutique practices, and expanding teams with equal efficiency.

Scalability

Our frameworks are structured to adapt seamlessly as your firm grows, supporting solo advisors, boutique practices, and expanding teams with equal efficiency.

Why I Started Finovex AI

Jayden Mora, Founder of Finovex AI

Founders Message

Founders Message

I Started Finovex AI with one purpose: to help independant advisors compete with larger firms by giving them predictable and repeatable systems to attract the right high-net-worth clients.

Having seen firsthand how referrals and ads can leave growth stuck at chance, I built Finovex AI to provide advisors with scalable tools to grow on their own terms while retaining full ownership of their assets.

My mission is to give financial professionals the confidence that their pipeline will be consistent, compliant,and completely under their control. At its core, Finovex AI exists to level the playing field so independent advisors can focus on building lasting client relationships rather than worrying about where the next lead will come from.


— Jayden Mora, Founder



I Started Finovex AI with one purpose: to help independant advisors compete with larger firms by giving them predictable and repeatable systems to attract the right high-net-worth clients.

Having seen firsthand how referrals and ads can leave growth stuck at chance, I built Finovex AI to provide advisors with scalable tools to grow on their own terms while retaining full ownership of their assets.

My mission is to give financial professionals the confidence that their pipeline will be consistent, compliant,and completely under their control. At its core, Finovex AI exists to level the playing field so independent advisors can focus on building lasting client relationships rather than worrying about where the next lead will come from.


— Jayden Mora, Founder



I Started Finovex AI with one purpose: to help independant advisors compete with larger firms by giving them predictable and repeatable systems to attract the right high-net-worth clients.

Having seen firsthand how referrals and ads can leave growth stuck at chance, I built Finovex AI to provide advisors with scalable tools to grow on their own terms while retaining full ownership of their assets.

My mission is to give financial professionals the confidence that their pipeline will be consistent, compliant,and completely under their control. At its core, Finovex AI exists to level the playing field so independent advisors can focus on building lasting client relationships rather than worrying about where the next lead will come from.

— Jayden Mora, Founder





FAQs

FAQs

Frequently Asked Questions

Explore answers to the most common questions about how Finovex AI supports financial advisors in building predictable acquisition systems and scaling with confidence.

How is Finovex AI different from a traditional marketing agency?

Do I keep the systems and assets you build for my firm?

Will your outreach and messaging be compliant for financial services?

How soon can I expect results?

Do you only work with financial advisors?

Who is this best suited for?

How is Finovex AI different from a traditional marketing agency?

Do I keep the systems and assets you build for my firm?

Will your outreach and messaging be compliant for financial services?

How soon can I expect results?

Do you only work with financial advisors?

Who is this best suited for?