Start conversations. Not sales calls.
Build your long-tail pipeline now with clients you warm up and convert in 6 to 18 months.
Yes, really.
Don't need a demo?
Sign up for free with just your name and email


How we do it
We own FreeFinancialPlan.com—the leader in AI-driven financial planning for consumers.
We connect you with people actively searching for these topics:
Source: Google. Rankings may change over time, but these images reflect recent positions.
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You don't only want high-intent leads.
Here is why...
Every lead gen service says, "We’ll get you 100 ready-to-buy leads!"
They demand high budgets but NO ONE is ready to talk, much less move money.
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Your choice:
Keep paying for that illusion or connect the right way and see results.
Here is the reality
How often does a prospect pick up the phone and say, “Thanks for bringing up my divorce,” or “Yes, we are planning to have another kid, stranger!”?
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Chasing “hot” leads wastes time and money. Process-driven lead generation builds real relationships that convert over time.
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Why quality beats urgency:
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Hot leads fizzle out. They’re often unqualified, overwhelmed, or just not ready.
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Steady, nurtured leads turn into real clients. A structured process leads to higher long-term conversion and ROI.
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Trust builds business. When prospects are ready, they choose the advisor who’s been there.
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Fact: People turn to those they trust.
Earn that trust, or you won’t be their call.
If that doesn’t click, we’re not for you.
Chasing "hot" leads only leads to dead-ends.

What do people actually want?
They don’t want a ‘salesy’ advisor.
(You probably don’t want to be one, either).
We crunched the data from over 30,000 consumers and found:

They HAVE no time
to meet with a stranger.

They WANT to build trust gradually, without pressure.

They NEED ideas:
one-way marketing,
until they are ready to talk.
What do you actually want?
Control. No subscription. No monthly fee.
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01.
Set your criteria, your budget, and your price per lead.
02.
Get the prospects, their plans, and the emails of your winning bids.
03.
Drip educational content to build trust so they contact you when ready.
400+ Companies, Advisors & Agents use Anasova to grow*


















“I love the fact that it didn’t feel pushy or overly salesy. Anasova will give you the baseline you need to grow your practice and serve your clients better.”
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-Latika Tillis, Financial Advisor
Automate everything - or nothing -
your choice
No tech overhaul needed. Anasova integrates with the software you already use.
With Anasova + Zapier, you can integrate AI agents, AI content, and AI drip campaigns to scale effortlessly. Enhance profiles with AI and unlock deeper insights.
Leverage plan data and our integrations with 6,000+ software tools to build workflows in minutes—workflows that once seemed impossible.
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Or, take a hands-on approach. Some of our most successful advisors personally engage with just 5 to 10 qualified prospects per month.
Whether you automate everything or personalize everything, our tools help you connect with the right people, the right way.
Regulatory Compliance
Is your lead platform compliant?
It better be.
Here’s what makes us different: Less is more. You’re just starting the conversation—no PII, no phone numbers, no account details, no addresses, no full names. The only geographic filter? State. Every lead includes a fully permissioned, guaranteed valid email address with explicit, time-stamped consent—collected one at a time.
Here’s the reality:
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Fact: Real prospects don’t want to talk on the phone.
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Fact: They will read your ideas.
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Fact: They won’t respond—yet. But when they’re ready, they’ll remember you.
Most advisors see 60-80% open rates and unsubscribe rates under 1% (typically <0.5%). Every lead is fresh—you only bid on future traffic.
Our best-in-class platform is fully integrated via SSO in the Morningstar Advisor Workstation and accessible through Schwab Provider Listing (Marketplace). Access us directly in a simple web portal or through your existing workstation.
Anasova delivers real prospects, real engagement, and real compliance.

Our close ratio
Our Most Common Question:
“What’s Your Close Ratio?”
It’s the wrong question. You are still not getting it.
We deliver a steady stream of people who match your exact criteria. For example, if you have 200 qualified prospects—people not working with an advisor, aged 50-70, living in your state, with $500K-$5M in investments, actively seeking retirement guidance—what’s your process and your close ratio?
If you don’t have a process to nurture qualified prospects, we offer services starting at $1,000/month to help you turn interest into relationships.
Success isn’t about chasing leads—it’s about earning trust.
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Low-performing advisors chase hot leads.
Stop the chase.
Smart firms allocate 10% to 30% of their budget to long-term, evergreen, qualified prospects—ensuring sustainable growth and higher ROI.
Maximize your returns and take control with Anasova.
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Get started with a $500 bonus credit when you spend $500.
Need a conversation first?
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How do I get started?Most people like a demo. Schedule one here. If you prefer, you can create an account on your own. It is free to explore. Follow the welcome checklist.
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How do I filter? What can I filter on?In broad terms, our filters can be categorized as follows: Demographic Financial Geographic Credit Score Intent Family characteristics Products and services Filters can be set as either "and" or "or." It is recommended to use no fewer than two and no more than eight filters for any particular bid. It is free to set up an account and explore our filters.
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Do you have tools to help me?Yes! Your portal has extensive help resources on how to build your audience, engage your audience and close. DIY, learn how to do it, or let us do it for you!
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How much should I bid? Why bidding? How does bidding work? Can I place multiple bids?How much should I bid? Our tools will guide you for your specific business, optimizing your ROI by lead type. Why bidding? Bidding allows us to effectively guarantee your satisfaction and the satisfaction of everyone in the marketplace. You only pay the price you set for the exact profiles you want. If we can't fulfill your request at your price, you won't be charged. This ensures you have a clear, quantifiable pipeline with a measurable return on investment. How does bidding work? Our bidding process operates as a sealed-bid, multiple-price, instant Dutch auction. The top three highest bids on any profile secure the profile. The price you bid is the price you pay. You won't have access to information about other bids. The highest bidder pays more for the same profile than the third-highest bidder, and the fourth highest bidder does not secure the lead. Can I place multiple bids? Certainly! Most users place between 3 and 12 bids, but you may place an unlimited number of bids. Some firms place 20+ bids. It is extremely unlikely that one bid is optimal for you. Why pay the same price for every profile? You can change, pause, or cancel any bid, any time.
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How long will it take to build my pipeline? How many leads per month?It is a barbell. We recommend that you either get < 20 targeted leads per month with personalized outreach or more than 100 leads per month in a fully automated campaign. The middle typically doesn't work well. Many advisors get 5 - 10 leads per month with targeted filters and place zero expectations on the lead or the marketplace. Low key.
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How does Anasova generate profiles?We own the website FreeFinancialPlan.com and a portfolio of other websites. We rank in the top 5 in organic search in about 20 categories and the top 10 in another 30 categories. We run ads in a number of platforms with the simple call to action "Get a free financial plan". Our tool is designed to be fast and free. Users willingly provide their email address (no phone numbers), fully aware that they may be contacted by up to 3 firms.
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Can I "game" the marketplace?Absolutely—we encourage you to game the marketplace strategically. Every advisor should have a price they are willing to pay for different lead types, and we are here to help you determine the maximum price to bid while encouraging you to bid below that for efficiency. Here are two common bidding strategies: Broad Strategy: A single filter such as $250,000 to $5 million in investments with a bid of $5. This approach maximizes potential volume but may not always fill due to the lower bid price. Hyper-Targeted Strategy: A highly specific filter, such as 50-75 years old, married, $500,000 to $2 million in investments, residing in Nebraska, not currently working with a financial advisor, feels underinsured, and focused on retirement planning with a bid of $20. This approach significantly narrows volume but increases the probability of high-quality leads. A bid like this may fill 10 times per year. The key takeaway: The more "and" filters you add, the lower the volume but the higher the precision. Smart bidding allows you to maximize efficiency and optimize your client acquisition strategy.
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How much does Anasova cost? How much does a profile cost?No subscription. No annual fee. We are a marketplace: The market sets the price. Pay for what you need. Our user-friendly system enables you to set and control your budget. With bidding you can optimize your ROI. Generally, Anasova costs more than "clicks" and less than "leads" with most profiles between $5 and $50. Some high intent leads cost more. Our bidding system will show you estimated current market prices. Our tools will guide you. DIY or select the help you need from a menu. Anything you don't want to do we can do for you. Your account must be funded to receive profiles, and you are only charged for successful bids.