We deliver 700+ leading money-in-motion events every month.

Handpicked individuals that just acquired significant wealth and need your support. In your inbox. Every single month.

Wealth managers are already closing big deals

500K+
Average lifetime value of a client
700+
Average prospects monthly
1M+
Minimum wealth

Have you ever received a package in the mail and thrown it away before opening it? Neither have we!

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Acquire more customers & get them to buy more often

Jumbo Mail makes it easy to get new customers or re-engage your existing clients.

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Less than the cost of a click

Deliver your message to all your customers β€” for less than the cost of a click.

What makes us different? Our mail is JUMBO 🐘

Curated jumbo β€œchunky” mail guaranteed to reach your audience. Jumbo Mail is delivered in padded mailers to guarantee your message is seen.

12.6%
Average
conversion rate
99%
Average
open rate

Prospects that have money to invest

Our research team tracks the most important money-in-motion events. Here are a few of the places we source:

Founders who just sold their business

Founders who are about to sell their business

Founders who just raised venture capital and took secondaries

Doctors who recently completed residency and have high-paying jobs

Individuals who sold $5M of public stock or more

We have one job: getting you the top money-in-motion events πŸš€
‍
Our research team identifies the best prospects every month that need your support!

High quality prospecting and data acquisition

Done for you outreach and meeting booking Β 

Marketing strategy and coaching sessions

Streamline your outreach strategy

A simple and effective way to do outreach for your business.

01

Find individuals that are looking to invest

We share individuals with real needs.

02

That are handpicked for your business

No, you won't find Buffett's email on your list. You'll find individuals that are easy to build relationships with and need your support.

03

That are looking to invest their money

These individuals are identified and sourced because they had a wealth event and need support. This is where you come in.

04

All have verified information and emails

We manually collect and verify every single data point in our lists. You can expect verified email addresses.

The secret weapon for some of the leading wealth managers

Please note our clients ask us to keep their information private.

"I used to dedicate 10 hours a month and end up with less than 50 prospects. Wealth Leads gives me 20x more prospects so I can focus on doing what matters."

Private

"Would I rather have my team supporting our existing clients or spending time on data research? The answer is easy."

Private

"Wealth Leads gives me clients who are in the process of selling their business. Getting to these individuals early has made a huge difference in conversion."

Private

Save a ton of money and time

We spend thousands of dollars and hundreds of hours collecting these prospects.

100s of hours on research

We spend hundreds of hours every month to collect the most relevant individuals.

1000s of dollars on tech

We spend thousands of dollars to access the world's best databases and tools.

Publicly available and verified

We check that our data points are publicly available and verify them one by one.

Up to date and accurate

We are constantly updating our data and ensuring that they are valid and correct.

GDPR compliant

We are up to date with all the key privacy and data protection requirements of GDPR.

Handpicked one by one

Every single data point is collected and verified by a human. Not a robot.

Grow your pipeline today.

Get full access to our money-in-motion data today for free!

Done For You

Have a million things to do? Don't have time for outreach?
Custom Pricing
Contact Us
  • Access to everything in Do It Yourself program
  • Curated outreach to your custom prospect list
  • Dedicated account manager
  • Includes email and LinkedIn sequences
  • Warm leads forwarded to you so you can close them
  • 0% commision rate
    Monthly data updates and reporting
    Cancel anytime

How would it feel if your pipeline was 2X as large in 60 days?

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