Client acquisition for financial advisors runs on referrals and cold calls into lists you bought three years ago. Finding business owners and executives approaching liquidity events, inheritance, or retirement — the moments when wealth moves — requires intelligence most advisors don't have.
Define the profile of your ideal client — business owners in specific industries, executives at companies approaching IPO or acquisition, founders with recent liquidity. DealForge finds them with verified contact information before the competing advisor does.
Financial services cold email that pitches products gets ignored. DealForge drafts educational outreach that leads with a relevant planning concept, tax efficiency opportunity, or business transition insight — establishing credibility before asking for the meeting.
Wealth management decisions take months, not days. DealForge runs patient follow-up sequences — spaced correctly, value-first each time — so you stay top of mind through the planning process without feeling pushy.
Connect your calendar and every outreach sequence ends with a "complimentary financial planning consultation" CTA. Self-book for warm prospects; AI voice follow-up for Closer-tier advisors.
Find your next HNW client relationship. Start free.
DealForge generates draft outreach — compliance review is your responsibility before sending. DealForge does not send any marketing claims or performance guarantees. Use the draft editor to ensure compliance before activating.
Yes. Your ICP can specify industry, company revenue range, geography, and role. This is ideal for advisors who specialize in medical professionals, technology executives, or specific industries.
Prospects who respond with a "not now" can be tagged and paused. The follow-up sequence can resume after a configured delay — keeping warm leads in the pipeline without pressure.
DealForge targets by company size, revenue, and executive role — not directly by personal net worth. Specifying large-company executives or founder/owners in high-revenue industries is the effective proxy.
Start free with 30 prospects. Upgrade when you're ready to scale.