How we do it
We own FreeFinancialPlan.com and AIFinancialPlanning.com, where people search for smarter advice every day. Our system unifies consumer identity, consent, and intent — and routes each prospect by lead type.
High-intent demand is allocated to institutional buyers.
Digital Qualified inventory is available through our open marketplace.
.
 |  |  |
|---|---|---|
 | |  |
 |  |  |
 |  |  |
 | |  |
 |  |  |
 |  |  |
 |  |  |
Source: Google. Rankings may change over time, but these images reflect recent positions.
Automate and integrate with everything
(7,000+ software programs)
No tech overhaul needed.
Anasova integrates with the software you already use.
Whether you automate everything or personalize everything, our tools help you connect with the right people, the right way.
Growth, unbundled.
The secret is out: now you control the funnel.
Advisor GrowthGPT is our free AI tool that helps you design your outreach strategy, write high-converting emails, and build your funnel in minutes.
What you can do:
-
Build and launch campaigns
-
Personalize emails
-
Create ongoing content
-
Automate follow-up
-
Measure what works
Need more support? Our partner firms specialize in plugging Anasova straight into your workflow—no friction, just results.
Advisor Growth GPT
"Save time, money, and frustration. Stop chasing magic beans. Here’s the hard truth: just like investing, the market doesn’t care "what you want". Instead, advisors and agents should understand the supply line of growth—then choose how they want to optimize ROI."
Tom Anderson, CEO Anasova
 |  |
|---|---|
 |
Allocate capital according to your mandate & strategy
Concentrated Allocation (horizontal slice):
Allocate capital to a single qualification tier — Sales Qualified, Marketing Qualified, or Digital Qualified — based on your acquisition strategy and cost structure.
Dedicated Allocation (vertical slice):
Secure a dedicated, reserved, blended allocation across qualification tiers.
Elite, process-oriented financial services firms are discovering the hidden value in Digital Qualified Leads + long-term nurturing.
You don't only want high-intent leads.
Here is why...
High pressure sales and false promises
High-intent financial demand is scarce — and getting more expensive, not less. 1,000 exclusive, high-intent leads costs $1 million. That level of spend simply isn’t practical for most firms.
Here is the reality.
Financial services is not a buy-now industry. In financial services, less than 5% of consumers are ready to transact at any given moment. The rest are evaluating, planning, or simply thinking.
Trust must be earned, not given.
Anyone promising unlimited “ready-to-move-money” prospects at scale is ignoring basic economics. If instant, high-value conversions were abundant, firms would keep them — not sell them.
For most firms, a steady allocation of lower-cost, longer-horizon demand produces stronger ROI than chasing “hot” leads..
If not high-intent leads, then what? Enter the marketing crapshoot.
Clicks and lists: Expensive ad campaigns & low ROI
Seminars: Extremely expensive to fill the room. Will the right people even show up?
Referrals: How many can you repeatedly generate at scale?
What do people actually want?
Not this!
They don’t want a ‘salesy’ advisor.
(You probably don’t want to be one, either).
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.
We crunched the data from over 30,000 consumers and found:
The solution for advisors:
DON'T try to sell them.
Start the conversation with Anasova.
Customizable
Digital Qualified Leads
You set the criteria, and we connect you with real people actively opting in for financial insights.
Anasova ("Ana-Sova") works like Google SEO—but better. Instead of chasing keywords, hoping someone might click someday, you’re getting direct access to pre-qualified leads who match your ideal client profile.
And for about the cost of a single click, you’re connecting with real prospects, not just traffic.
We don't give you hot leads.
We give you trasnparency and control.
1
Build
Define your ideal prospects.
Set your criteria, budget, and price per lead.
2
Engage
Get direct access to high-level data and emails of qualified prospects. Share valuable content to nurture trust.
3
Close
Stay top of mind. When they’re ready, they reach out to you.
Anasova is an “AND” solution—not an “OR"
We complement your existing lead generation strategy, not replace it. Smart firms allocate 10% to 30% of their budget to long-term, evergreen, digital qualified prospects—ensuring sustainable growth and higher ROI.
“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.”
Latika Tillis, Financial Advisor
Compliant By Design
Our platform integrates seamlessly via SSO in Morningstar Advisor Workstation and is accessible through Schwab Provider Listing (Marketplace). Access Anasova via our web portal or directly within your existing workstation.*
Anasova delivers real prospects, real engagement, and real compliance. Learn more in the FAQ.
* Our integration partners do not represent or attest to our regulatory compliance. Your team should conduct its own diligence on our compliance-by-design approach.
Not sure where to start?
Advisors:
Commit $1,000 annually for filtered access to the Digital Qualified marketplace. No automation required. Typical volume: ~2 Digital Qualified Leads per week.
Institutions:
Commit $50,000 per month for reserved, blended allocation across qualification tiers with structured routing and workflow integration.
Looking for a different mix? Access additional inventory through our distribution partners.
Learn more
Get started with a $500 bonus credit when you spend $500. Create a free account and set your filters now.
Book a demo and we'll send you 10 Digital Qualified Leads for free.