Now accepting advisor applications

Grow your practice with qualified leads

Connect with pre-vetted clients actively seeking retirement planning advice. View their full financial snapshot before your first conversation.

How it works

Apply to Join

Start growing your practice today

Finding qualified clients shouldn't be this hard

Most advisors spend more time chasing leads than serving clients.

Expensive marketing

Spending $5K+/month on leads with 2% conversion rates

Cold leads

Prospects who ghost after the first discovery call

Tool overload

Managing relationships across 5+ different platforms

No visibility

Walking into meetings blind to client assets & goals

How it works

Get started in three simple steps

Apply

Submit a quick application with your credentials. We verify your CRD through FINRA to ensure trust and compliance.

Get Matched

Our algorithm connects you with compatible clients based on your specialties, location, and capacity.

Grow

Message, meet, and manage clients in one place. Convert leads with full visibility into their finances.

Everything you need to grow your practice

Powerful tools designed specifically for financial advisors.

Pre-qualified leads

Clients have connected $250K+ in assets on average. No more cold outreach.

Full financial snapshot

See net worth, accounts, and goals before your first meeting.

Built-in messaging

No more email chains or phone tag. Communicate directly in the app.

Meeting scheduling

Integrated calendar and reminders. Book meetings without the back-and-forth.

Reviews & ratings

Build social proof with client testimonials and star ratings.

Compliance-ready

Read-only access, audit logs, and SOC 2 certified infrastructure.

Simple, transparent pricing

Choose the plan that fits your practice. All plans include a 14-day free trial.

MonthlyAnnual

Basic

Visibility to up to 10 prospects per month

$20.99/month

Up to 10 prospects per month
Lead matching
In-app messaging
Basic profile
Email support

Pro

Visibility to up to 20 prospects per month

$49.99/month

Up to 20 prospects per month
Priority lead matching
Advanced messaging
Featured profile
Client analytics
Priority support

Business

Visibility to unlimited prospects per month

$149.99/month

Unlimited prospects
Priority lead matching
Advanced messaging
Featured profile
Client analytics
Dedicated account manager

14-day free trial included with all plans. No credit card required.

Frequently asked questions

Everything you need to know about joining WealthTrac.

Unlike traditional lead gen services, we provide pre-vetted clients who have already connected their financial accounts. You see their full financial snapshot—including net worth, accounts, and goals—before your first conversation. No more cold leads or ghosted calls.

We require all advisors to have a valid CRD number and at least one professional credential (Series 7, 66, CFP, CFA, etc.). We verify each application through FINRA BrokerCheck to ensure compliance and trust.

Our algorithm considers location, specialties, fee structure, and client assets. Clients answer questions about their needs, and we match them with 2-3 compatible advisors. Advisors only see leads that fit their criteria.

Yes. At any time, you can export your client list and conversation history. We believe your relationships are yours to keep, even if you leave the platform.

We maintain SOC 2 Type II certification, use 256-bit encryption, and provide read-only access to client financial data. All communications are logged for audit purposes. Our platform is designed with compliance as a first-class concern.

Most applications are reviewed within 24-48 hours. You'll receive an email notification once a decision has been made. If additional information is needed, we'll reach out directly.

Ready to grow your practice?

Join hundreds of advisors already connecting with qualified clients on WealthTrac.

Applications reviewed within 24-48 hours