Use our platform to create hyper-targeted lists for your marketing and sales efforts based on extensive attributes like job title, industry, and wealth. Start with basic demographic information and let Wealthiee do the rest.
Keep your data fresh with our data nrichment, CRM integrations, and wealth trigger event alerts for timely signals that open significant opportunities for engagement and conversion.
Automate the process of email verification to save valuable time and resources. Focus on what matters most – creating compelling content and strategies – while we handle the technical details.
Keep your database clean and up-to-date with our reliable email verification. Accurate data helps you make informed decisions, target the right audience, and maintain a strong, reliable contact list.
Our team is only four people, but we manage a growing book of business. Wealthiee lets us scale our prospecting without scaling our headcount. The AI‑curated leads and automated follow‑ups mean we stay consistent with outreach, even when we’re busy with existing clients.
Head of Advisory
For a small finance team, Wealthiee is like having an extra pair of hands on outreach and research.
Partner
Our new clients mostly came from referrals or random LinkedIn outreach. Now we actually have a system: the platform suggests who to talk to, what to say, and when to follow up. It feels less like ‘prospecting’ and more like having a quiet partner who’s always scouting for the right people.
CEO @ Omnichannel
Before Wealthiee, prospecting meant late nights on spreadsheets. Now it’s one hour a week.
Senior Relationship Manager
Managing 15 advisors’ prospecting efforts was chaos before. Now I have visibility into every campaign, every conversation, every result. The team dashboard shows exactly who’s performing and who needs coaching. The data has transformed how we manage business development.
Senior Manager
The two best things about Instantly is that it allows you to send at scale, and the team teaches you how to do it. If you are on a normal email outreach program then you have no clue what you are missing out on.
Founder @ PDMacro
Wealthiee lets our small team act like a much bigger firm when it comes to finding new clients
Founder @ PDMacro
We track everything – cost per lead, conversion rates, revenue per advisor, team ROI. Wealthiee’s analytics integrate with our reporting systems, so prospecting is now as measurable as any other business function. The visibility has been transformative for management.
Managing Director
We’re a small team of three managing portfolios for around 60 clients, and we simply don’t have the bandwidth to prospect manually. Wealthiee gives us a steady stream of qualified leads without hiring a dedicated business‑development person
Portfolio Manager
We support teams of all sizes—from small practices with 3-5 advisors to large wealth management departments with 50+ advisors. Our most common team sizes are 5-15 advisors, but we have enterprise clients with much larger teams across multiple offices and regions.
The platform flags duplicate prospects automatically and allows you to set rules for assignment – first to claim, round-robin distribution, manager assignment, or specialty-based routing. Once assigned, that prospect is locked to that advisor’s pipeline. This eliminates internal competition and ensures a professional client experience.
Absolutely. Teams have access to a shared template library where successful campaigns can be saved, top-performing messages can be bookmarked and reused, best practices can be documented, and A/B test results can be shared across the team. High performers can contribute to the library, raising the entire team’s effectiveness.
Yes. Metrics available include prospects contacted per advisor, response and engagement rates, meetings scheduled and conducted, opportunities created and advanced, clients closed and revenue generated, time spent on prospecting activities, and cost per acquisition. All data is available in real-time
