Scale prospecting across every advisor. Add zero headcount.
Your advisors are great at closing and allergic to content. WealthReach gives the whole firm one Living Site that ranks in every market you cover, identifies who's researching you, and drafts the outreach, with one approval workflow for all of it.
Built for advisors · 30,000+ sites audited · Compliance built in
One engine for the whole firm.
Every advisor gets found. Nobody writes a word.
One site, every market
Location and service pages for every advisor, office and niche you cover, each engineered to rank on Google and get cited by AI search.
Prospects, surfaced daily
The site identifies in-market visitors, scores them against your ideal client profile, and assigns them to the right advisor, with outreach already drafted.
One approval queue
Marketing or compliance approves everything in one place: role-based permissions, full audit trails, no advisor freelancing off-brand.
What you get
Advisor-level pages
Every advisor gets a presence that ranks (profile, niches, markets) without anyone on your team writing a word.
Pipeline from existing traffic
Up to 40% of anonymous visitors identified and scored, so business development stops chasing cold lists.
Brand and compliance control
One design system, one voice, one review workflow across the firm, however many advisors you add.
Reporting your partners will read
Rankings, AI citations, identified prospects and booked meetings, weekly, in plain English.
Common questions
- How is this different from hiring a marketing agency?
- Agencies produce 4–8 pages a month at $5K–$25K, aren't built for advisor compliance, and hand your team homework. WealthReach builds continuously, runs SEC + FINRA review on every page, and delivers at software pricing.
- Can our CCO review everything before it publishes?
- Yes. Compliance gets a dedicated review workflow. Nothing goes live without sign-off, and every draft, edit and approval is logged in a full audit trail.
- How do prospects get to the right advisor?
- Identified visitors are scored against your ideal client profile and assigned by market and niche. Outreach is drafted for the assigned advisor and waits in the approval queue.
- What does migration look like?
- It starts with a free audit of your current site. We preserve URLs, redirects and SEO equity, then roll out office by office, no big-bang cutover, no traffic cliff.
Your next 10 advisors shouldn't need 10 marketers.
See how firms your size run organic growth as one system. 20-minute walkthrough.
Book a demo