Need more wealth management clients?
Handpicked individuals that just acquired significant wealth and need your support. In your inbox. Every single month.
Wealth managers are already closing big deals
Acquire more customers & get them to buy more often
Jumbo Mail makes it easy to get new customers or re-engage your existing clients.
Less than the cost of a click
Deliver your message to all your customers — for less than the cost of a click.
What makes us different? Our mail is JUMBO 🐘
Curated jumbo “chunky” mail guaranteed to reach your audience. Jumbo Mail is delivered in padded mailers to guarantee your message is seen.
conversion rate
open rate
Our prospects have money to invest
We build custom prospect lists for your business.
Examples of where we source prospects?
Founders who just sold their business
Founders who are about to sell their business
Founders who just raised venture capital and may have taken secondaries
Doctors who recently completed residency and have high-paying jobs
Individuals who sold $5M of public stock or more
How it works
1. Free consultation with our team
We want to learn about your goals and your ideal customer profile.
2. We build your monthly prospect list
Our team works to build your monthly prospect list based on your goals and target ideal customer.
3. Free consulting
We spend time with each of our clients to support in your outreach efforts. We do outreach all day, everyday.
4. Reach out and close deals
Now that you have your prospects, you can start reaching out and closing deals. We can also handle the outreach for you.
Streamline your outreach strategy
A simple and effective way to do outreach for your firm.
Find individuals that are looking to invest
We share individuals with real needs.
That are handpicked for your firm
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.
That are looking to invest their money
These individuals lack investment experience and are often busy. They need support managing their wealth. This is where you come in.
All have verified information and emails
We manually collect and verify every single data point in our lists. You can expect verified email addresses.
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.
Most common objections
We understand your position and have all the answers for you.
What if this doesn't work for me?
Our service is flexible with a monthly plan. You can cancel at anytime if you have too many leads or aren't finding value in the service.
I don't have a large budget for prospecting
We build custom plans and prospect lists based on your goals. Maybe that's 100 prospects or 700+.
Most clients find that our service was much more affordable than they expected.
I don't know cold outbound
Don't worry, we got your back. We meet with every new client to help them think through the best outreach approach for their firm. We have the best practices and industry leading techniques to support you.
We also have a done for you service and can handle your outreach for you.
Free
- Receive 5 leads in your inbox every month
- 12+ data points per individual
- Updates on Wealth Leads and our services
- Cancel anytime
Do It Yourself
- Free Launch Call to Plan Outreach
- Receive a brand new custom prospect list of 50 to 600+ contacts on the 1st of every month
- Every list has verified email addresses
- Every list has LinkedIn accounts
- 12+ data points per individual
- Tips, strategies and email templates from successful customersCancel anytime
Done For You
- 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 rateMonthly data updates and reportingCancel anytime
All data points in our lists, including emails, are publicly available.
Our sources include SEC filings, major news outlets, established funding platforms, social media networks and niche blogs.
We collect all the data by hand, then cross check the information and use human intuition to determine what ends up on our list.
What that means for you is two things:
- Every data point and email is verified.
- The data is publicly available, and not the result of some database hack, leak or any other illegal activity.
We even disclose the source of a specific data point.
I don't need to tell you how valuable a new client is. The challenge is how you find individuals who just came into wealth.
It's easy to buy a cheap list with thousands of leads and start blasting cold emails. But be prepared for terrible results.
At WealthLeads, we focus on quality over quantity. We collect all our data by hand to ensure accuracy.
We work with a small number of customers and we are proud of that.
100% of our leads are located in the US.
The secret weapon for some of the leading RIAs and 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."
"Would I rather have my team supporting our existing clients or spending time on data research? The answer is easy."
"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."