About ClientGen
Advisors should grow — without the grind.
We build the prospecting and marketing engine financial advisors wish they had: the right people found, understood, and reached — so advisors spend their time on relationships instead of lead generation. ClientGen is part of Pinnacle Innovative Financial Services.
How we think about it
Software should do the work, not just show it to you.
The moment matters more than the list
Anyone can sell you names. What matters is reaching someone in the weeks after their life changed — not six months later.
Compliance is not a feature
Approval gates and audit trails are built into the workflow because this is a business that gets examined. They are not settings you can switch off.
You should own what you build
Your data is yours. Export it whenever you want. We do not sell it, and we never use one firm's data to benefit another.
Powered by Pinnacle Innovative Financial Services
Part of a family built for advisors.
ClientGen is one of four specialised companies built to support RIAs and institutions — advanced planning, insurance and annuity solutions, prospecting, and marketing. Start with the platform and tap the rest when you are ready.
AI-run prospecting
Money-in-motion prospects found, enriched, and reached — the platform you are on now.
clientgen.ai
Advanced planning
Driving revenue growth through advanced planning, life insurance, and annuity strategies.
pinnacleifs.com
A human marketing team
Full-service marketing to amplify your brand, boost visibility, and attract ideal clients.
finspirecreative.com
Your built-in base camp
Back-office support and field-level partnerships for firms navigating as an independent RIA.
riavasolutions.comSee what is waiting in your market.
Start with the platform, and bring in the rest of the family when it helps.