More of the right clients.None of the prospecting.
We find prospects who fit your practice, reach out in your firm’s brand, and book qualified meetings for you.
Don’t just wait to be discovered.
Referrals are still king, and building your brand matters. But in a world of endless content, podcasts, and competing messages, standing out is harder than ever. WealthHawk adds another way to grow, proactively introducing your firm to people who could benefit from your advice.
We do the prospecting. You take the meeting.
We combine prospect intelligence, targeted outreach, and real human conversations to introduce your firm to people who fit your practice.
- 01Precision Pairing
Find the right people
Prospects who fit your ideal client, at the moment money is moving.
- 02
Reach out in your brand
Email, LinkedIn, and phone, all in your firm’s name.
- 03
Start real conversations
Real people make the calls and earn genuine interest.
- 04
Book qualified meetings
Interested prospects land on your calendar. You take it from there.
Precision Pairing finds them. Real people reach them.
We find the right people at the right moment.
We start with the clients you serve best. Then we track recent and new money-in-motion events every day, from business sales and IPOs to inheritances and more, and pair you only with people who fit, need advice now, and are likely to take the call.
A real person makes the call.
Experienced, US-based callers reach out by phone, email, and LinkedIn in your firm’s name. They’re trained on the moments your prospects are living through, and every meeting arrives with a brief and a confirmation call the day before.
Most solutions give you something to do. We do it for you.
If you want to grow proactively, you have options, and each one helps. But each one still leaves you one of the hardest parts: turning a name into a meeting.
A trained team, the data, and the calls, run for you in your firm’s name. You take the meeting.
Built for financial services from the ground up.
“Organic growth is what separates the advisors that win. WealthHawk helps advisors find more of the clients they already enjoy serving.”
Compliance built into every step.
WealthHawk is designed to work within your firm’s compliance requirements. From firm-approved messaging and supervised outreach to do-not-call screening and email archiving, compliance is part of the process, not an afterthought. Our callers set appointments and never give investment advice.
Request our compliance brief for your CCO
CoveredAdvisor Affinity Benefits Program member
Innovation Award, Lead Generation Technology
Called WealthHawk’s approach “a new category” on the FinTech map
“WealthHawk lets me focus on what I do best: meet with high-potential prospects, onboard them, and service them. No chasing leads.”
- 100+
- Meetings scheduled
- 52%
- First-meeting attendance
- 0
- Callers to hire, train, or manage
- 100%
- Human phone outreach
Results from WealthHawk’s initial programs. Performance varies.
See what WealthHawk could be worth to you.
Enter your growth goal for the year. We’ll show what it takes to get there and what those clients return. Every client you win is yours, with no revenue share.
- First meetings needed
- 10About 3 months of calling
- Estimated new clients
- 3
- Calling hours done for you
- About 250Time you’d spend working leads
- Payback period
- 10 months
- Client lifetime value
- $120,061
- Year 2 ROI
- 149%
- 5-year ROI
- 561%
For illustration only. Assumes a $1M average new household, about four first meetings a month, about 30% of first meetings becoming clients, 4% annual asset growth, and a 2.5x revenue multiple for practice value. Your results will vary and are not guaranteed.
Questions advisors ask.
Don’t see yours? Ask us on a strategy call, or send us a note.
Lead marketplaces sell the same names to several advisors, and you still have to make every call. WealthHawk finds prospects for you alone, reaches out in your firm's name, and hands you a meeting, not a list. Already buying leads or sitting on your own lists? We can run outreach on those too, so the names you've already paid for turn into conversations.
People going through meaningful financial events: business owners who just sold, executives with equity vesting, families receiving an inheritance, and more. Our Precision Pairing technology tracks these events every day and matches you with the people who best fit your practice.
Experienced, US-based callers dedicated to your program, not a generic call center reading a script. Every call, email, and LinkedIn message goes out in your firm's name, so even prospects who don't book hear about your practice. Our callers set appointments and don't give investment advice.
Most programs are up and calling within about 30 days, depending on your firm's approval process. In that time we build your ideal client profile, pull your prospect data, write and approve your scripts, and train your calling team, so the first call goes out ready.
It depends on your market and the clients you want, so we set targets with you up front instead of quoting a one-size-fits-all number. From there, we track every result and keep sharpening the targeting and messaging as the program runs.
A lot of large firms do build their own teams once they reach scale. For most practices, though, it means taking on recruiting, salary, benefits, training, management, data, a dialer, scripts, and compliance review. It's also a hard job to do well: it runs on rejection, takes months to get good at, and a one-person program stalls the moment that person is out. WealthHawk is the whole operation, already built and run by a team, so you get the results without building another department.
Compliance is built into every step. Your firm approves the scripts and emails before anything goes out, calls are supervised and screened against do-not-call lists, and email runs through your firm's own archiving. Your compliance team stays in control, and we're happy to send our compliance brief to your CCO.
There are two ways to work with us. Most individual advisors and small to mid-sized teams choose our monthly program, a flat retainer that gives you a full prospecting team at a fraction of the effort of building or scaling your own. Larger firms often buy meeting packs instead and spread them across their advisors. Either way, there's no revenue share, every client you win is yours, and we'll walk you through pricing on a strategy call.
Q4 programs are full · Now enrolling for Q1 2027
Your 2027 pipeline starts now.
Year-end decisions, tax planning, and new liquidity events bring people back to their financial plans at the start of the year. Talk to us now, and your program can be ready when they are.
Discuss Q1 availability