EXCLUSIVE HIGH NET WORTH
WEALTH MANAGEMENT LEADS
The tech behind our platform allows us to build a list of everyone searching Google for Wealth Managers and then target them with ads on Facebook and Instagram. We then further refine our leads by the amount of capital they have to invest and provide them to our Wealth Management Clients like you!
EXCLUSIVE HIGH NET WORTH
WEALTH MANAGEMENT LEADS
The tech behind our platform allows us to build a list of everyone searching Google for Wealth Managers and then target them with ads on Facebook and Instagram. We then further refine our leads by the amount of capital they have to invest and provide them to our Wealth Management Clients like you!
The Average Wealth Manager Spends $3,119 to Acquire just 1 Client
Wealth Management Leads Available for just $105 with Leadedly
The Average Wealth Manager Spends $3,119 to Acquire just 1 Client
Wealth Management Leads Available for just $105 with Leadedly
INVESTABLE ASSETS OF
$500k – $2M+
Our Leads are QUALIFIED with between $500k and $2M+ in Investable Assets available!
100% EXCLUSIVE
CITY WIDE LEADS
Own all of the Wealth Management Leads in your Exclusive City Wide Territory
FRESH LEADS
EVERY DAY
We generate hundreds of Wealth Management leads everyday and Instantly send them to your inbox!
EXCLUSIVE WEALTH MANAGEMENT LEADS
Purchase Wealth Management Leads in Subscription Packages & Save
Each of the plans below requires a monthly subscription that automatically renews
EXCLUSIVE WEALTH MANAGEMENT LEADS
Purchase Wealth Management Leads in Subscription Packages & Save
Each of the plans below requires a monthly subscription that automatically renews
Investable Assets
$500K MINIMUM
Exclusive, City Wide Wealth Management Leads with a minimum of $500K to Invest
5 LEADS PER MONTH $1K
10 LEADS PER MONTH $1,960
15 LEADS PER MONTH $2,900
Investable Assets
$1M MINIMUM
Exclusive, City Wide Wealth Management Leads with a minimum of $1 Million to Invest
5 LEADS PER MONTH $1,300
10 LEADS PER MONTH $2,160
15 LEADS PER MONTH $3,200
Investable Assets
$2M+ MINIMUM
Exclusive, City Wide Wealth Management Leads with a minimum of $2 Million plus to Invest
5 LEADS PER MONTH $1,600
10 LEADS PER MONTH $2,460
15 LEADS PER MONTH $3,500
OR
Generate Lower Cost Leads with a Custom Managed Ad Campaign
Instead of paying per lead, we’ll run a campaign, set an ad budget, and generate as many Qualified leads as we can with your ad budget. We simply charge a flat management fee. Managed Ad Campaign Options are listed below!
OR
Generate Lower Cost Leads with a Custom Managed Ad Campaign
Instead of paying per lead, we’ll run a campaign, set an ad budget, and generate as many Qualified leads as we can with your ad budget. We simply charge a flat management fee. Managed Ad Campaign Options are listed below!
$2,500 Per Month
MANAGED AD CAMPAIGN
(15 – 25 Monthly Leads)
This option includes exclusive wealth management leads in your local city. Qualified leads with a minimum of $500K in Investable assets and Custom CRM automation for quick client outreach after filling out the lead form!
$5K Per Month
MANAGED AD CAMPAIGN
(40 – 50 Monthly Leads)
This is our most popular option as it includes up to 3 Cities, Qualified Clients with a minimum of $1M to Invest and Custom CRM Automations for quick client outreach after lead form fill out!
$10,000 Per Month
MANAGED AD CAMPAIGN
(51 – 80 Monthly Leads)
This campaign includes building a Google Search Audience Feed to target high-intent Wealth Management Clients searching Google for Wealth Managers. We use this list to target these clients with ads on Facebook and Instagram for lower-cost leads!
WEALTH MANAGEMENT LEADS
Frequently Asked Questions (FAQ)
WEALTH MANAGEMENT LEADS
Frequently Asked Questions (FAQ)
How do you Generate Wealth Management Leads?
Leadedly utilizes advanced Google Search Audience Feeds to unlock the contact info of everyone searching Google for Wealth Managers. We then target these consumers with ads on Facebook and Instagram to warm them up and schedule a call with our clients!
Why are Wealth Management Leads so Expensive?
Leadedly has to test dozens of ads with lots of creative to find the highest-performing Wealth Management Ads. Once we find the best ads that perform the best, we then have weed out the leads that aren’t qualified. It takes a lot of leads that aren’t qualified to find the ones with enough assets to make it worth your while. This costs a lot of money to find the most qualified clients!
Can I cancel my Wealth Management Lead Subscription?
Yes, it’s easy to cancel your monthly subscription on your Lead Dashboard in your Leadedly account. Just click on Territory Manager and then “Cancel Subscription”. It’s that easy!
How much are Wealth Management Leads?
The average Wealth Manager spends $3,119 to acquire just one client according to Google. With Leadedly, we generate leads with an average cost of just $155. The average Wealth Manager can close 1 our of every 4 leads for an average cost per customer of just $620 each!
How much are Wealth Management Leads worth?
Wealth Managers earn a substantial amount of money when they take on a new Wealth Management client. In most cases, a Wealth Management Client can bring in tens of thousands of dollars in revenue for wealth managers.