AI-Powered Client Acquisition for Wealth Advisors

We help financial advisors attract high-net-worth clients through AI-powered outreach, conversion-optimized funnels, and automation systems that run 24/7.

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

Systems That Turn Cold Leads Into Warm Prospects

We build outreach + automation systems that help financial advisors generate qualified leads, convert more visitors, and close clients — without chasing 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

Never let a warm lead go cold. Our systems follow up automatically and sync directly with your CRM — no manual chasing.

Lead Nurture

Lead Nurture

CRM Sync

CRM Sync

Funnels

Funnels

Inbound Funnel Setup

We design lead capture pages and audit request flows that turn visitors into qualified leads — without needing endless blogs or ads.

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

E-mail Sending..

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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 write, personalize, and send outbound emails that speak directly to your ideal prospects — using tools like Smartlead, Apollo, and AI content generation.

Inbox-Ready Leads

Inbox-Ready Leads

Hands-Off Execution

Hands-Off Execution

Our Process

Our Process

How We Build Scalable Growth Systems for Financial Advisors

From strategy to automation, our process is engineered to deliver real results — with zero guesswork and full transparency at every stage.

Step 1

Discovery & Positioning

We analyze your current funnel, brand, and target market to identify high-leverage opportunities and sharpen your value proposition.

Step 2

AI-Powered System Buildout

We develop custom client acquisition systems using AI-driven funnels, automated outreach, and personalized lead workflows.

Step 3

Website & Conversion Optimization

We design or revamp your online presence to convert cold visitors into qualified leads — using high-converting UX and copy.

Step 4

Launch, Automate, and Scale

We test, optimize, and automate your growth systems — so you can focus on advising while the leads roll in.

Case Studies

Real Results from AI-Powered Growth Campaigns

We help financial advisors turn cold prospects into high-value clients using custom outreach systems, funnels, and automation — powered by AI.

Benefits

Benefits

Why Financial Advisors Trust Finovex AI to Grow Their Client Base

We don’t just create content — we build AI-powered systems that generate leads, book consultations, and grow your firm without added headcount or complexity.

Proven Systems That Drive Pipeline

From outreach to automation, our systems consistently generate leads and booked calls for advisors — no ads, no referrals, no fluff.

Proven Systems That Drive Pipeline

From outreach to automation, our systems consistently generate leads and booked calls for advisors — no ads, no referrals, no fluff.

Proven Systems That Drive Pipeline

From outreach to automation, our systems consistently generate leads and booked calls for advisors — no ads, no referrals, no fluff.

AI Outreach That Feels Personal

We combine Smartlead + Apollo + custom prompts to write and send high-converting emails at scale — with natural tone and intelligent follow-up.

AI Outreach That Feels Personal

We combine Smartlead + Apollo + custom prompts to write and send high-converting emails at scale — with natural tone and intelligent follow-up.

AI Outreach That Feels Personal

We combine Smartlead + Apollo + custom prompts to write and send high-converting emails at scale — with natural tone and intelligent follow-up.

Automated Follow-Up & CRM Sync

Never forget a lead again. Our workflows follow up automatically and push contact data directly into your CRM — while you stay focused on clients.

Automated Follow-Up & CRM Sync

Never forget a lead again. Our workflows follow up automatically and push contact data directly into your CRM — while you stay focused on clients.

Automated Follow-Up & CRM Sync

Never forget a lead again. Our workflows follow up automatically and push contact data directly into your CRM — while you stay focused on clients.

Funnels That Convert Visitors Into Clients

We design Framer and Webflow funnels that don’t just look good — they move visitors to book calls, download lead magnets, or request audits.

Funnels That Convert Visitors Into Clients

We design Framer and Webflow funnels that don’t just look good — they move visitors to book calls, download lead magnets, or request audits.

Funnels That Convert Visitors Into Clients

We design Framer and Webflow funnels that don’t just look good — they move visitors to book calls, download lead magnets, or request audits.

Financial Industry Focus

We specialize in working with wealth managers, RIAs, and advisors — which means content, targeting, and messaging are always on point.

Financial Industry Focus

We specialize in working with wealth managers, RIAs, and advisors — which means content, targeting, and messaging are always on point.

Financial Industry Focus

We specialize in working with wealth managers, RIAs, and advisors — which means content, targeting, and messaging are always on point.

Scalable Monthly Packages (Starting at $1,500)

Whether you’re just getting started or scaling a team, we offer done-for-you systems and campaigns tailored to your stage — and your goals.

Scalable Monthly Packages (Starting at $1,500)

Whether you’re just getting started or scaling a team, we offer done-for-you systems and campaigns tailored to your stage — and your goals.

Scalable Monthly Packages (Starting at $1,500)

Whether you’re just getting started or scaling a team, we offer done-for-you systems and campaigns tailored to your stage — and your goals.

Pricing

Pricing

Done-for-You Growth Systems for Financial Professionals

Choose a plan that fits your firm — and start generating leads with AI-powered outreach, funnels, and automation.

Monthly

Annually

Starter Growth System

$15,000/year

Perfect for solo advisors or small firms ready to begin generating leads consistently.

Launch My Growth System

Launch My Growth System

What's Included:

1 outbound email campaign setup (Smartlead + Apollo)

1 conversion-optimized landing page

1 lead magnet (audit, quiz, or download)

Monthly reporting + Slack access

Accelerator System

Most Popular

$25,000/year

For growth-stage firms ready to increase pipeline and close more clients.

Launch My Growth System

Launch My Growth System

What's Included:

2+ email outreach campaigns (split-tested)

1 complete client funnel (page + form + email)

2 nurture sequences (onboarding, reactivation)

LinkedIn content strategy + light posting

Monthly review + conversion optimization

Partner-Level Scale System

$40,000/year

For established firms looking to automate and scale their entire acquisition engine.

Launch My Growth System

Launch My Growth System

What's Included:

Full Smartlead campaign management

3+ funnels, lead magnets, and nurture sequences

1-on-1 positioning & offer review

Quarterly strategy session + CRM integration

Competitor teardown + outreach mapping

Monthly

Annually

Starter Growth System

$15,000/year

Perfect for solo advisors or small firms ready to begin generating leads consistently.

Launch My Growth System

Launch My Growth System

What's Included:

1 outbound email campaign setup (Smartlead + Apollo)

1 conversion-optimized landing page

1 lead magnet (audit, quiz, or download)

Monthly reporting + Slack access

Accelerator System

Most Popular

$25,000/year

For growth-stage firms ready to increase pipeline and close more clients.

Launch My Growth System

Launch My Growth System

What's Included:

2+ email outreach campaigns (split-tested)

1 complete client funnel (page + form + email)

2 nurture sequences (onboarding, reactivation)

LinkedIn content strategy + light posting

Monthly review + conversion optimization

Partner-Level Scale System

$40,000/year

For established firms looking to automate and scale their entire acquisition engine.

Launch My Growth System

Launch My Growth System

What's Included:

Full Smartlead campaign management

3+ funnels, lead magnets, and nurture sequences

1-on-1 positioning & offer review

Quarterly strategy session + CRM integration

Competitor teardown + outreach mapping

Monthly

Annually

Starter Growth System

$15,000/year

Perfect for solo advisors or small firms ready to begin generating leads consistently.

Launch My Growth System

Launch My Growth System

What's Included:

1 outbound email campaign setup (Smartlead + Apollo)

1 conversion-optimized landing page

1 lead magnet (audit, quiz, or download)

Monthly reporting + Slack access

Accelerator System

Most Popular

$25,000/year

For growth-stage firms ready to increase pipeline and close more clients.

Launch My Growth System

Launch My Growth System

What's Included:

2+ email outreach campaigns (split-tested)

1 complete client funnel (page + form + email)

2 nurture sequences (onboarding, reactivation)

LinkedIn content strategy + light posting

Monthly review + conversion optimization

Partner-Level Scale System

$40,000/year

For established firms looking to automate and scale their entire acquisition engine.

Launch My Growth System

Launch My Growth System

What's Included:

Full Smartlead campaign management

3+ funnels, lead magnets, and nurture sequences

1-on-1 positioning & offer review

Quarterly strategy session + CRM integration

Competitor teardown + outreach mapping

Testimonials

Testimonials

Why Financial Advisors Trust Finovex AI to Grow Their Pipeline

From solo advisors to boutique firms, our clients rely on Atlas to deliver predictable growth with smart outreach, automation, and high-converting funnels.

“We went from referrals and cold calling to automated outreach that actually books calls. Finovex built everything — and it just works.” Partner, RIA Firm

“We went from referrals and cold calling to automated outreach that actually books calls. Finovex built everything — and it just works.” Partner, RIA Firm

“We’ve had a 75% reply rate on one of our campaigns — all while focusing on our clients instead of writing emails.” Founder, WealthTech Startup

“We’ve had a 75% reply rate on one of our campaigns — all while focusing on our clients instead of writing emails.” Founder, WealthTech Startup

“It feels like having a full-time growth team behind us. Emails go out, leads come in, and I don’t even touch it.” Managing Partner, Financial Advisory Group

“It feels like having a full-time growth team behind us. Emails go out, leads come in, and I don’t even touch it.” Managing Partner, Financial Advisory Group

“Our site, funnel, and follow-up system are all handled. Finovex gave us a scalable foundation we never had before.” Principal Advisor, Boutique Firm

“Our site, funnel, and follow-up system are all handled. Finovex gave us a scalable foundation we never had before.” Principal Advisor, Boutique Firm

FAQs

FAQs

Still Have Questions? Let’s Clear Them Up.

We’ve answered the most common concerns about how Finovex AI helps financial advisors attract clients and automate growth — fast, efficiently, and reliably.

What kind of businesses do you work with?

How long does it take to see results?

Is this fully automated, or do I need to manage anything?

What tools or platforms do you use?

Do you offer guarantees?

Who is this best suited for?

What kind of businesses do you work with?

How long does it take to see results?

Is this fully automated, or do I need to manage anything?

What tools or platforms do you use?

Do you offer guarantees?

Who is this best suited for?