For independent advisors and RIA firms

Apply to receive introductions.

Tell us about your firm and where you’re licensed. We approve each firm by hand, then set up your calendar and wallet together on a short call.

• Meetings, not just names. Prospects book a Zoom call on your calendar. You pay a lead fee on delivery and a meeting fee when they book.

• Qualified and consented. Every household has $100,000+ to invest, lives where you’re licensed, and agreed to meet you by name.

• Fair on no-shows. Report a no-show within 48 hours; if we can’t rebook it within 7 days, the meeting fee comes back.