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Companies, Advisors, & Agents:
Build Your Audience 
Grow your list of qualified prospects.

Get the contact information of people engaged in the process of financial planning. You set the criteria using 50+ filters. You set the price, optimizing your Return on Investment. Each profile comes with unrivaled data and explicit permission to contact. Fully automate your follow up with your existing systems or use ours. 

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"Better than a click."

Discover why companies are directing 30%

or more of their click budget to Anasova. 

Hundreds of companies use Anasova to grow*


Build Your Tailored Solution

Hear from a client

Modern Lead Generation For Financial Advisors

Transform your business growth with Anasova, the advisor-built platform that targets your ideal prospects at prices you control. Get the exact leads you want (and none you do not) at your set price in your budget, combine with our seamless integrations, full automation, and expert support to maximize your ROI and achieve sustainable growth!

How to get started


Access through

Morningstar Advisor Workstation: Home | App Hub  | Partnerships

or here


Build your business plan.

Get custom guidance, tailored to you.



Customize your package. Pick the right budget and support for you. 


Track results. See engagement. Clearly measure ROI. 

Getting started is easy. Anasova is fully integrated with the Morningstar Workstation. See how Anasova can help you by designing your tailored solution or build a marketing plan specifically designed for financial advisors, available in your free Anasova account. Execute your plan with help from our team or DIY.

Automate your lead management and improve conversions

With Anasova + Zapier you can fully automate your lead generation process. From lead capture, to outreach, to reporting - automate it all and integrate it with your existing systems.

Our templates address common workflows. Intuitive AI lets you create your own automations across 6,000+ software providers. If you can dream it, we can automate (almost) anything.

Use your existing systems or ours. Plug and play with our campaign manager. With our dashboard, you can see exactly which leads are engaging with what content. 

Why Anasova

Anasova is ideal for companies who target a specific audience,

benefit by having detailed user profiles, and are willing to

build trust and relationships over time. 


Reach Your Target

Your firm:

knows their ideal prospect 

Reach your exact target market with over 240 million targeting combinations.


Leverage Data

Your firm:

values data and automation

With over 50 points of data in every profile, you have a way to start the conversation - and keep it going. 


Build Trust

Your firm:

builds relationships

Trust is earned, not given. We provide everything you need to connect and build trust

Three time-tested steps to growth

The formula is the same. What we revolutionize is the speed, cost, and efffectiveness of connecting you to your exact target demographic.

Build Your Pipeline


Find the right leads for you by setting precise filters to reach your exact target audience, saving time on unqualified leads.

Valid, Real-Time, & Rich Prospect Data

Access real-time, detailed prospect profiles, each with over 50 data points, a guaranteed valid email, and more through our easy-to-use platform.


You define your unique prospect criteria, budget, and price per profile. Only pay for those that meet your criteria at your chosen price - it's that simple.




You control your outreach, engagement process and messaging. 


Integrate your funnel with your CRM. Clearly measure your ROI. 


Build trust over time leveraging data and automation. Send the right content to the right people at the right time. 



Let your pipeline fill automatically. Our detailed prospect profiles let you do what you do best: close deals.

Enterprise Solutions

Exclusive leads  |  Fully automated campaigns

We turn clicks into qualified exclusive leads. Be your own lead generation engine. Ideal for those who have a marketing budget over $5,000 per month, our software makes your funnel more efficient. Integrate with your existing system or use ours.

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  • How do I get started?
    Build a tailored solution. This tool will guide you to the best solutions for you. If you prefer, you can create an account on your own. It is free to explore. Follow the welcome checklist.
  • 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.
  • 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. 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. 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.
  • How long will it take to build my pipeline? How many leads per month?
    Most users receive between 10 and 100 profiles per month, depending on their filters, their bids, and their budget.
  • How does Anasova generate profiles?
    We provide people with a free financial plan, which can be referred to as a Free Financial Health Assessment or a Free Financial Checkup – our partners have the flexibility to choose the term they prefer. We offer this service through websites that we own, as well as through partnerships with publishers who make our tool available to their readers. You will know the source when you win a profile, which can help with engagement. Our tool is designed to be fast and free. Users willingly provide their contact information (and can opt not to), fully aware that they may be contacted by up to 3 firms. Letting solutions come to them is an exciting process! It's worth noting that money is the number one cause of stress. Our data clearly shows that when information is provided voluntarily, the quality of the data is superior.
  • How much does Anasova cost? How much does a profile cost?
    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 $10 and $75. 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.
  • What happens when I win a profile?
    When you win, you will receive an email alert with a summary and a copy of their financial plan. New profiles will also populate your dashboard. Additionally, you may opt to have profiles sent directly to your CRM or trigger countless other automations.
  • 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!
  • What do I do once I win a profile?
    The choice is yours, and it greatly depends on your specific objectives. Most individuals who are creating plans typically fall into one of two categories: "buy later" or "buy now." "Buy Later" - Marketing Qualified Leads: This category represents the majority of our traffic, accounting for approximately 90%. These leads express interest but may not be ready for an immediate purchase. Establishing trust and confidence over time is crucial for converting them into customers. "Buy Now" - Sales Qualified Leads: Roughly 10% of our traffic belongs to this category, often referred to as sales qualified leads. These individuals are poised to make a purchasing decision and should typically receive an immediate, personalized response. It's important to recognize that sales qualified leads require prompt attention, while marketing qualified leads, though they may seem less urgent, hold substantial potential. In fact, it's common for over 80% of your existing business to originate from individuals who were initially in the "buy later" category. Sample actions for dealing with marketing qualified leads: "Nothing": One approach is to simply add users to your existing marketing campaigns or newsletter. This method can be quite effective for businesses like a Caribbean resort looking to attract a specific target demographic. Personalized Systematic Process: Engaging with marketing qualified leads often involves a systematic approach. Video outreach can be particularly engaging. Starting with five to seven personalized messages and then transitioning into an automated campaign is a strategy well-suited for businesses in the financial services sector, such as advisors and agents. Automated Process: For product-based companies, such as those offering life insurance, estate planning, or consumer loans, implementing an automated process can be highly efficient. This involves automatically placing winning bids into a 5 to 10 step automated campaign, customized to each bid profile. By finding the right balance between these strategies and adjusting your bids and filters accordingly, you can effectively build a diverse and dynamic pipeline that caters to both immediate and future customers, optimizing your outreach efforts for success.
  • What should I expect?
    In summary, expect to create a measurable pipeline, adapt your approach for different lead types, understand our service's scope, and proactively assess our partnership's success using statistical insights. Now, let's delve into the details: Setting the Right Budget: Allocating the right budget is crucial for testing our service effectively. To maximize your chances of success, consider starting with a base test budget of $500 or ideally $1,000. Building a Quantifiable Pipeline: You should expect to build a quantifiable pipeline with a clearly defined Return on Investment (ROI). Our system is designed to help you create a measurable pipeline of potential leads. Response Process: Expect to have a process in place to respond to the profiles you win. Once you've won a profile, a structured response strategy is essential to engage effectively with potential clients. Profile Types: Most profiles you encounter will be marketing qualified leads, meaning they are likely to make a purchase decision at a later stage (i.e., "buy later"). This is a common profile type in our system. Sales Qualified Leads: Be aware that sales qualified leads, those ready to make immediate purchasing decisions, may cost more. We recommend placing a separate bid for them. These leads may take longer to fill your pipeline, as they are fewer in number. Understanding Our Deliverables: It's essential to understand what we do and don't deliver. Make sure you have a clear understanding of the services and leads we provide to set realistic expectations. Proactive Evaluation: Proactively determine how you intend to evaluate us as a partner. Define your success criteria and performance indicators to measure the effectiveness of our service. The Right Volume: We recommend testing with at least 100+ profiles to increase your chances of a successful outcome. Importantly, it's worth noting that virtually nobody achieves success within their first 50 profiles. A longer-term approach can yield better results. Feel free to ask ChatGPT for more information on how many leads you need to assess a sources' performance.
  • What is not included in the profile?
    In each profile, you receive a high-level overview and explicit permission to send emails. While a phone number is optional (and provided by less than 10% of our users), you have the option to screen for it. However, specific or personal information, including the following, is not included: No last name. No address (including city or zip code). No account-specific information. No account type breakdown (qualified vs. unqualified assets). Our process is meticulously designed to benefit our users and ensure regulatory compliance. The information provided is more than sufficient to initiate conversations. Any additional information you feel you need can be gathered as you engage with your target audience.
  • What is included in a profile?
    Each profile includes a summary, detailed information, and about 50 data points. What's more, you'll receive a guaranteed valid email address and explicit permission to send emails. We also guarantee that each profile is absolutely unique. Unlike other companies, we guarantee that each profile is shared a maximum of three times. Additionally, due to our instant bidding system, we also ensure that the data is fresh, as reported by the user. Sample summary data looks like this: State: Texas Investments: $800,000 | Net worth: $923,000 Life stage: working Age of primary: 59 Focus: Improve my near-term financial wellness (Reduce my financial stress) Reason for visit: I have specific questions, needs, or concerns Name of primary: Maria Married? Yes Children? No | Age of youngest: Financial stress (1 - 10, 10 = high): 4 Working with an advisor? No Other things to know / note: Questions: Paying off debt Sample detail looks like this: You'll also get data on different services they are using, like this: Finally, you get a written guarantee and metadata with each profile like this: Anasova Guarantee: This is a unique profile Shane spent 349 seconds building their plan Valid email and permission to mail Details: Token: M1nQtkUzC Permission to mail on file as of: October 31, 2023 at 5:34:58 PM Session signature: d1c0a32c-88tw-48f4-b61a-025dc98ea320 Note: all user data is self-reported data and is not verified by Anasova.
  • What closing ratio should I expect?
    When the question about closing ratios arises, we can't help but cringe a little. It's akin to seeking your closing ratio on LinkedIn or a dating app. Additionally, there are too many variables across companies, products, ideal targets, and approaches. However, we get it – it's one of our most frequently asked questions. So, let's break it down: Understanding the Ranges: The closing ratio on Anasova typically falls between 0% and 5%. It depends on how you use the platform and the timeframe you use to evaluate success. But, here's the catch: evaluating closing ratios without considering cost is like assessing an investment without examining risk. Our unique bidding system empowers you to set variables, allowing you to quantify your ROI. Set your filters, establish your bid, and let the magic unfold. Getting Started: We encourage you to use our calculator with a closing ratio of 0.3% to 0.5% and an ROI target of 20% to 40% as you embark on this journey. This initial, conservative setting paves the way for testing around 200 profiles, providing ample room for adjustments. Once you've gathered data, cultivated a pipeline, and fine-tuned your process, refinement becomes the name of the game. Should you find yourself wanting more traffic or facing challenges, our team is here to assist. Our goal is to be your go-to partner for quick, clear, and easy quantification of your return on investment.
  • Who is Anasova? Who is behind Anasova?
    Founded by a former Barron's top advisor, we are a venture-backed company that automates the process between individuals seeking assistance and the companies, advisors, and agents who can help. We streamline the sales funnel from lead to revenue in a manner that is seamless for the consumer and cost-effective for our clients. Our mission is to alleviate financial stress by offering easy access to personalized financial education and having companies, advisors and agents define their ideal prospects, enabling better conversations. We eliminate the barriers to access financial wellness. Learn more about Anasova | Connect with our Founder.
  • Compliance and data privacy related questions
    Our system was built by industry leaders with the strictest regulatory compliance standards in mind, guided by both internal and external expertise. Detailed compliance information can be found in the "Help" section of your account along with sample profiles and answers to other compliance FAQ. Is Anasova compliant with data privacy regulations? Yes, Anasova is fully compliant with data privacy regulations, including the European GDPR and U.S. CAN-SPAM laws, which prohibit sending unsolicited emails in bulk. Via the Anasova platform, you are not buying an email list for bulk messaging. Instead, you access individual financial profiles to build a pipeline of qualified prospects, allowing you to determine the optimal outreach strategy. This means you can use our platform with confidence, knowing that your outreach efforts meet legal requirements. How does Anasova handle user consent and the CCPA? Our online survey process requires users to explicitly opt-in to receive marketing emails while accepting our terms and conditions. This ensures that we respect user preferences and privacy in line with California Consumer Privacy Act (CCPA) requirements.

Get started

1. Build your pipeline
Find your target demographic
(our filters make it easy)

*Firms who have worked or are working with Anasova. Our marketplace changes daily. All names listed may not be presently active. Not an endorsement or recommendation.

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