Easily unlock the power of your network and accelerate your performance with our intuitive solutions.
The templates are easy to customize. I just adjust for my voice and it handles the rest. Saves me hours every week.
Independent Financial Planner
Wealthiee gives me an angle – identifies corporate treasurers, fund managers, and holding company directors before they’re overwhelmed with pitches.
Conseiller Indépendant
Gulf wealth requires careful navigation. Found construction magnates and healthcare investors through intelligent filtering. The prospecting respects local business customs.
Independent Planner
Outreach is surprisingly simple. Set up your campaign once and it runs on autopilot. Found some good shipping and energy clients.
Asset manager
Being independent means wearing all the hats. Wealthiee took prospecting off my plate without sacrificing quality. The platform does the heavy lifting.
Independent Wealth Manager
My practice focuses on succession planning for family businesses. The prospecting identifies second-generation leaders and aging founders-perfect timing for my services. It’s like the platform knows my niche
Boutique Wealth Planner
The learning curve was minimal. I understood the platform in about 30 minutes. Getting the campaigns running was straightforward
Independent Advisor
I was manually tracking prospects in spreadsheets and sending individual emails. Wealthiee organized everything – prospect lists, outreach campaigns, follow-up schedules. The automation means I can scale my practice without hiring. For an independent like me, that’s game-changing. I’m reaching 10x more prospects with the same effort.
Independent Portfolio Manager
Three years solo, always struggled with pipeline consistency. Some months feast, others famine. Wealthiee smoothed that out-steady flow of qualified prospects. I can actually plan my business now
Private Asset Manager
Initial setup takes about 30-45 minutes to define your ideal client profile and customize your first campaign. After that, most advisors spend 5-7 hours per week managing their prospecting – reviewing new prospects, responding to engaged leads, and tweaking campaigns. The platform handles the repetitive work (research, follow-ups, tracking) so you can focus on conversations and client service.
Yes, this is where Wealthiee excels. Whether you specialize in executive compensation, business owner exit planning, expat wealth management, sustainable investing, or any other niche – you can build campaigns targeting exactly that profile.
Data is updated continuously. We refresh contact information daily and track wealth events in real-time. When a prospect changes jobs, sells a business, or experiences a significant financial event, our system flags it immediately. You’re reaching people with timely, relevant context – not outdated information from a static database.
Completely. You can review and approve every message before it goes out, set automation rules for your comfort level, pause campaigns anytime, customize send times for your market, and adjust messaging based on responses. You’re always in control – automation just handles the execution and tracking.
