B2B LEAD GENERATION FOR WEALTH FIRMS
Exclusive Business-Owner Enquiries for Independent Wealth Firms.
FounderWealth runs targeted campaigns to reach established business owners interested in wealth management, qualifies each enquiry against criteria you set, and delivers it to one firm only.
THE CHALLENGE
Finding the Right Prospective Clients Shouldn't Be Left to Chance.
Most independent firms grow through referrals. That works, but it is hard to predict and hard to scale.
01 Reaching the right business owners:
Business revenue doesn't always mean personal wealth, and many lead sources can't tell the difference.
02 Shared leads:
The same enquiry is often sold to several competing firms.
03 Enquiries that don't fit:
Time spent on prospects outside your minimums or service area.
04 Uneven flow:
Referral-led growth comes in bursts, which makes planning difficult.
OUR APPROACH
A More Focused Approach
to Client Acquisition.
Three parts, built around your firm's criteria.
Targeted Prospect Generation
Campaigns and landing pages aimed at established business owners interested in wealth management.
Prospect Qualification
A structured questionnaire covering business-owner status, approximate investable assets, location and readiness to speak with an advisor.
Exclusive Lead Delivery
With the prospect's consent, each qualifying enquiry goes to one participating firm only. It is never resold.
WHO WE HELP
Built for Independent Wealth
Management Firms.
We work with firms that have a clear ideal client and capacity for new relationships.
Independent RIAs
Advisory firms looking to add business-owner clients alongside referrals.
Wealth Management Firms
Firms that want prospects matched to their minimums and service area.
Financial Planning Firms
Practices that serve entrepreneurs and want to reach more of them.
Private Wealth Advisory Practices
Firms serving individuals and families with significant investable assets.
OUR AUDIENCE
Focus on Business Owners With
Long-Term Wealth Goals.
Campaigns are built around your criteria. Prospects describe their own situation in our questionnaire, and you decide what qualifies.
Established Business Owners
Owners of mature, profitable companies.
Succession-Minded Owners
Owners planning to step back or sell in the coming years.
Owners Approaching Retirement
Business owners who want a long-term plan for their personal wealth.
Recently Exited Founders
Entrepreneurs who have recently sold a business.
HOW IT WORKS
Simple. Focused. Exclusive.
Four steps, agreed with you before any campaign goes live.
Understand Your Ideal Client
We agree your criteria in writing: asset minimum, location, client type and monthly capacity.
Build a Targeted Campaign
Ads and landing pages aimed at business owners who fit those criteria.
Qualify the Enquiries
Prospects complete a short questionnaire. Enquiries that don't meet your criteria are not sent.
Exclusive Delivery
With the prospect's consent, qualifying enquiries go to your firm only, with a record of how and when they were collected.
A Specialist Approach.
Not Another Generic Agency.
We focus on one audience and one model, so every campaign and question is built for wealth firms that serve business owners.
Business-owner focus
One niche, campaigns built specifically for it.
Exclusive by design
One firm per enquiry.
Criteria agreed in writing
Lead definitions, pricing and rejection terms set before launch.
Transparent tracking
You see where each enquiry came from and when consent was given.
A Note From the Founder
"I started FounderWealth to do one thing well: connect independent wealth firms with business owners who genuinely fit their practice. We are a new, specialist company, so we work with a small number of firms at a time and agree everything in writing before we start."
Francisco Prazeres, Founder
PARTNER WITH US
Discuss Your Next Source of Prospective Clients.
Tell us about your firm and the business owners you would like to reach. We'll discuss whether our model is a good fit.
Partnership Questions
Straight answers about how we work.
What does FounderWealth do?
We provide marketing and lead-generation services that connect independent wealth management firms with prospective business-owner clients.
What is an exclusive lead?
An enquiry delivered to one participating firm only, never sold to competing firms.
Can we set our own criteria?
Yes. We agree your asset minimum, location, client type and capacity in writing before any campaign starts.
How are enquiries qualified?
Prospects complete a questionnaire about business ownership, approximate investable assets, location and interest. Answers are self-reported by the prospect.
Do you guarantee clients or assets?
No. We provide marketing and lead generation. We cannot guarantee that any enquiry becomes a client or brings a particular level of assets.
How do we start?
Submit a partnership enquiry and we'll arrange a short call to discuss your goals.