Pricing
One platform price. Help when you want it.
The software is a single annual number — no seats to count and no tiers to decode. Everything else is an add-on you switch on when it earns its keep.
ClientGen Platform
$2,388/ year
Billed annually — about $199 a month. There is no monthly plan.
Everything in the platform
- Discover — find high-fit prospects in your market
- Enrich — verified contacts and net-worth context
- Engage — email, LinkedIn, and direct mail tooling
- Monitor — money-in-motion alerts across your book
- 1,000 prospect credits upfront
- Approval gates and audit trail on every send
- Export your data at any time
- Support included
Credits & limits
- Included upfront
- 1,000 credits
- Additional credits
- TBD — verify
- Monitored contacts
- TBD — verify
- Unused credits
- TBD — verify
Add-ons
Add a team, or add reach.
Monthly and à la carte. Take what you need, drop it when you don't.
Campaign Service
$289/mo
We build and draft the campaigns, and you get a success manager on the account.
- 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
- Ongoing adjustments as results come in
Finspire Creative — managed campaigns
FinspireQuoted on request
A full human creative team running campaigns end to end, scoped to your firm.
- Human-written, on-brand creative
- Campaigns managed end to end by Finspire
- Brand and content support
- Scoped and quoted per firm
Digital ads
À la carte — deposit to start, billed as used
We place and manage the ads. You fund a deposit, and we bill against it as spend runs.
- We place and manage the buy
- A deposit starts the campaign
- Billed against the deposit as spend is used
- Creative supplied by you, or designed by us
Ad creative design
$159per ad set
Prefer not to supply artwork? We design the set around your logo and brand.
- One designed ad set, built around your logo
- Sized for the placements you are running
- Optional — creative is otherwise supplied by you
Ad spend itself is billed at cost against your deposit — ClientGen does not mark it up.
Enterprise
Rolling this out across a firm?
Firm-wide deployment, supervision and approval workflows, role-based access, and per-seat pricing that drops at scale.
Questions
Before you ask
Why is the platform annual only?
Prospecting is not a one-month exercise. Signals compound, campaigns need time to run, and a monthly plan encourages people to dip out before the work pays off. Pricing it annually keeps the commitment honest on both sides.
What is a credit?
One credit unlocks one prospect — their verified contact details, net-worth context, and the signal that surfaced them. Your plan includes 1,000 upfront.
Do I have to buy Campaign Service?
No. The platform stands on its own if you would rather run outreach yourself. Campaign Service is there for advisors who want the campaigns built and drafted for them, with a success manager on the account.
How does ad billing work?
Digital ads are à la carte. You fund a deposit to start, we place and manage the buy, and we bill against that deposit as spend is used. Ad creative is yours to supply, or we design a set around your logo for $159.
Can I cancel?
Monthly add-ons can be stopped at the end of a billing month. The annual platform term runs to its end date.
Start with the platform.
Add the team whenever you want the campaigns built for you.