A Better Way to Start the Financial Conversation
For Consumers, Financial Advisors & Enterprises
Who do we help?
Access a fast, free and anonymous financial plan to start your financial journey.
Access two powerful ways to prospect. Generate your own leads & browse ours in the FinHive.
Access custom financial surveys and integrations for lead generation and qualification.
We put you in control
You control how to continue your journey after creating your financial plan.
You decide if you want to:
Hear from a financial professional
Share your email address
Receive curated solutions
Generate exclusive leads on your website with a financial assessment in your brand.
In our marketplace, you pick the right prospects for you. Browse, search or set filters for auto-delivery.
How do we generate leads for our B2C clients?
Our lead magnet is a survey-based solution that allows consumers to generate personalized financial content in minutes by answering a few questions.
Our B2C clients receive leads 2 ways:
1. White-labelling our survey solutions for their own use
2. Hand-picking inbound leads from our survey network
What are the benefits
to our unique process?
We consolidate your lead generation, qualification process and discovery meeting into one solution.
We deliver real-time leads that have opted-in to hear from you.
You get 50+ data points on every lead, before your first interaction!
We save you time and money by renting our platforms instead of building your own.
Our solutions range from an affordable "off-the-shelf" program for individual Advisors, to fully-customized solutions for Enterprises.