An AI sales agent that monitors life events, researches prospects, sends personalized outreach, and books intro calls — while you focus on managing money.
Client meetings, rebalancing, compliance work — the day is consumed by billable activities. Prospecting never happens.
Referral-only strategies plateau at ~10% annual growth. To double your AUM you need systematic pipeline building.
Outreach.io and Apollo don't understand RIA compliance language, custodian signals, or how advisory firm decisions are made.
The best prospects are in transition: selling a business, inheriting assets, retiring. Most advisors never find them until it's too late.
"I know I should be prospecting more. But every hour I spend on outreach is an hour I'm not managing client assets."— Any RIA advisor, any day of the week
Tracks business sales, inheritances, retirements, and IPO events in your geographic and niche target market. Identifies high-intent prospects before competitors do.
Enriches every prospect with firm AUM, custodian relationships, recent hires, technology stack, and growth signals. No more cold calling blind.
Advis.ai writes and sends emails that sound like a knowledgeable peer — not a template. Respects compliance context. Matches your firm's voice.
Multi-touch sequences that adapt based on engagement. If they opened the email twice, the next message is different than if they ignored it.
When a prospect is warm, Advis.ai sends you a briefing package and schedules the intro call directly on your calendar.
Wirehouse advisors are breaking away at record rates. Independent RIAs managing $100M–$2B in AUM are the fastest-growing segment of wealth management. They're sophisticated, tech-forward, and acutely aware that their current growth strategy — referrals and conferences — has a ceiling.
The tools they use: a CRM, a portfolio management system, email. None of those tools build pipeline. They store relationships. The outbound work — identifying prospects, understanding their situation, reaching out with the right message at the right time — still falls on the advisor's plate.
That's the most important work. And it's the work that never gets done.
Advis.ai is built to close that gap. Not with better software. With an AI agent that does the work a VP of Sales would do — for a fraction of the cost, running every hour of every day.