The growth platform for financial advisors
A marketing department,
in software.
ClientGen tracks 12 money-in-motion events across your market, tells you who is worth a call, and reaches them by email, LinkedIn, handwritten note, postcard, or ad. Want the campaigns built for you? Add the team.
- Platform $2,388/year
- 1,000 prospect credits included
- Services added monthly
- RMR. MarchettiManufacturing exit · in marketBusiness soldfit 94
- TOT. OkonkwoVP → C-suite · equity eventJob changefit 89
- DLD. LaurentEstate settled · 2 mo agoInheritancefit 86
Illustrative only — not real people, never real PII.
One engine, end to end
From first signal to lasting relationship
Each stage feeds the next, so nothing you learn about a prospect gets thrown away.
- 01
Discover
Find high-fit prospects and warm introductions in your market.
- 02
Enrich
Turn a name into a verified, scored, contactable profile.
- 03
Engage
Multi-channel campaigns, written and run end to end.
- 04
Monitor
Catch money-in-motion moments across your book, as they happen.
How much of it you run
Run it yourself, or hand it over.
The platform is yours either way. The difference is who does the work.
Platform · $2,388/year
You run it
Everything ClientGen knows about your market, and the tools to act on it — on your own schedule.
- Find and score prospects across your market
- Verified contact details and net-worth context
- Build and send multi-channel outreach yourself
- Monitor your book for money-in-motion moments
+ Campaign Service · $289/mo
We run it
We build and draft the campaigns, and you get a success manager who actually knows your pipeline.
- Campaigns built and drafted for you
- A dedicated success manager on your account
- Regular check-ins on pipeline and performance
- Outreach coaching — what to say, and when
Want a human creative team instead? See Finspire managed campaigns
What the platform does
The whole motion, in one place
No stitching six tools together to find out who is worth a call.
12 money-in-motion events
Business sales, job changes, inheritances, home purchases, retirements — tracked across your market, scored, and ranked for fit.
Net worth and household data
Verified contact details plus net worth, income, and family demographics — including data through our Broadridge partnership.
Warm introduction paths
Where a route to an introduction exists through your existing network, you see it instead of cold-calling.
Five outreach channels
Email, LinkedIn, handwritten notes, postcards, and digital ads — sequenced together and sent from a protected sub-domain.
Your book, monitored
Real-time alerts across existing clients, outside-asset aggregation, and wallet-share tools — retention, not just acquisition.
Fits your stack
Syncs with Salesforce, Redtail, Wealthbox, and AdvisorStream, with enterprise APIs for firm-wide rollout.
Channels
Most tools give you email. We give you five.
Wondering how that stacks up against Finny? See the full comparison
Compliance & supervision
Built for a business that gets examined.
TBD — verify
Certification badges (SOC 2, etc.) — confirm exactly which ClientGen holds before publishing.
Pricing
One platform price. Services when you want them.
The software is a single annual number with no seats to count. Campaign build, creative, and ad placement are add-ons — take them when they earn their keep.
See the full breakdownClientGen Platform
$2,388/ year
Billed annually. No monthly option.
- 1,000 prospect credits included upfront
- Discover, Enrich, Engage, and Monitor
- Unlimited market and market-signal access
+ $289/mo adds campaign build and a success manager.
Get startedSee what is waiting in your market.
A short walkthrough of the prospects, signals, and campaigns ClientGen would surface for you.