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150+ advisors who are getting more replies

Wealthiee User Ratings

Ease of Use

Email Marketing Average: 8.7

Quality of support

Email Marketing Average: 8.5

Ease of Use

Email Marketing Average: 8.4

SAM WILSON
SAM WILSONManaging Director @ Canbury Partners
“I’ve specialised in email marketing since 2018 and in this time I've used almost every popular email outreach tool available on the market today - Instantly is hands down my favourite of them all.”
Sanjay John Eapen
Sanjay John EapenCEO @ Thincture
"I've tried a few other email automation tools but Instantly beats all of them in terms of ease of use, deliverability optimization settings, unlimited email account additions. One top of the amazing features, their support team is world class and very helpful when needed."
Tony Liu
Tony LiuCEO @ Omnichannel
“Instantly is the exact email outreach solution that I always wish existed. We’ve -tried almost every product that people in the outbound space talks about and none of them even comes close to this.”
SHIVANG SINGH
SHIVANG SINGHCEO @ Emaily Zone
"It's super easy to use. I've used a lot of softwares, but Instantly comes with easiest and most user friendly interface."
david taggart
david taggartFounder @ PDMacro
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.
Tasha Roachford
Tasha RoachfordCEO @ Brand Digitizer
The overall UI is very clean and they have been adding new features frequently based on customer feedback which is great. Love Instantly!

Dubai’s market is complex with so many expat communities. The filtering helps me focus on the right profiles instead of wasting time on unqualified leads.

Raj Patel

Investment Advisor

Honest feedback: it took me about a month to figure out what messaging actually works with Irish clients. There’s definitely a learning curve. But once I got it dialed in, I’m averaging 2-3 qualified prospects per week, which is manageable and sustainable. Not get-rich-quick, but solid organic growth.

Paul O'Brien

O'Brien Wealth Management

Greece isn’t usually covered well by these platforms. Pleasantly surprised by the data on shipping industry clients and real estate investors

Nikolaos Papadopoulos

Financial Advisor

Cut down my research time significantly. Not a magic bullet, but a useful tool.

Emma van der Berg

Independent Advisor

Works for the Spanish market. Takes time to see results but they’re coming through.

Adrian Costa

Wealth Manager

We’re a small team, so automation is critical. Wealthiee handles the prospecting grunt work while we focus on client service. Does what it promises, fair pricing, no complaints.

Philippe Mercier

Mercier et Associés

Simple to use. My assistant handles most of the day-to-day now.

Claudia Bianchi

Independent Asset Manager

Austrian business owners are conservative and relationship-focused – You can’t just blast them with emails. Wealthiee helps me identify them through professional connections and shared interests, which makes the outreach feel more natural. The personalisation features let me customise each message so it doesn’t feel robotic. It’s a tool that supports relationship-building rather than replacing it.

Sebastian Müller

Investment Consultant

Solid tool for prospecting. The AI learns your preferences over time, which is helpful.

Sarah Koh

Investment Advisor

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