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.
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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
Complete your profile in 5 minutes. We verify your credentials via CRD 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.
Basic
Visibility to up to 10 prospects per 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
- Up to 20 prospects per month
- Priority lead matching
- Advanced messaging
- Featured profile
- Client analytics
- Priority support
Business
Visibility to unlimited prospects per month
- Unlimited prospects
- Priority lead matching
- Advanced messaging
- Featured profile
- Client analytics
- Dedicated account manager
All plans include a 14-day free trial. 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