Helping financial advisors find clients right as they need them
A new business, a new chapter — big life events are when people start looking for financial guidance. Our monthly prospecting lists flag people going through these moments, with full name, mailing address, and LinkedIn profile on every record. Every prospect is sold to one advisor only — never shared or resold to anyone else.
Why our prospecting lists are worth more
Most cheap prospecting lists are built with “append” services — automated tools that guess at an email or phone number by matching a name and address against third-party databases. The result is stale, mismatched, and often synthetic data: high bounce rates, spam-trap hits, and a sender reputation that tanks after one send.
Every contact method in our datasets is manually found and verified online by a real person — never appended, never guessed. That means the contact method on the record is current, accurate, and actually belongs to the person listed.
Yours alone — never shared
Every prospect is sold to one advisor and only one advisor. We never sell the same prospect to multiple subscribers, so you’re never racing a competitor to the inbox.
Deliverability that holds up
No appended data means fewer bounces, fewer spam complaints, and a sender reputation that stays healthy campaign after campaign.
Contact info that’s actually theirs
Manual sourcing means the contact method on file is the one that person actually uses — not a probabilistic match.
Your reputation stays protected
Appended lists can quietly damage your domain and IP reputation over time. Clean, verified data protects the outreach infrastructure you depend on.
Datasets & pricing
Each dataset is priced on its own, based on how it’s sourced and how much work goes into keeping it current. Every plan includes full name and mailing address on every record. Contact fields vary by dataset type — see each state below for exactly what’s included. Every prospect goes to one advisor only, never sold or shared with anyone else. Delivered via a private Google Sheets link. Cancel anytime.
Choose your state
Newly registered business owners, updated monthly. Open a state below to see pricing and what’s included.
More datasets
Additional states and data types are added regularly, each priced based on what it takes to source and maintain.
How advisors use our data
LinkedIn outreach
Reach owners directly on LinkedIn — a verified profile is included on every business registration prospect.
Direct mail campaigns
Reach new prospects at the moment they enter your target market.
CRM enrichment
Upload structured business data into Salesforce, HubSpot, or Excel workflows.
Multi-state targeting
Subscribe to multiple state datasets to scale prospecting across your service area.
How it works
Choose a dataset
Pick the state (or data type) you want to prospect.
Pick a plan
Choose a monthly prospect volume for that dataset. Add more datasets anytime.
Receive data
Delivered monthly via a private Google Sheets link, prepared just for you.
Prospect
Use mail and LinkedIn outreach to reach new prospects.
Getting the most from your leads
A list is only as good as the follow-up behind it. Advisors who pair this data with a structured outreach sequence — rather than a single cold email — see meaningfully better response rates. Here’s a simple four-step structure to start with.
Lead with value — day 0–2
Your first touch should be educational, not a pitch. Reference the life event, not their finances — they just registered a business, not asked for advice. A short, specific resource (a checklist, a one-page guide) works better than a general introduction.
Example angle: “3 financial setup mistakes new business owners make in year one.”
Build trust — week 1–3
Send 2-3 more useful touches before making any ask. This is the stage most advisors skip too quickly, but it’s what separates a nurture sequence from a cold pitch. Rotate topics: entity structure, retirement account options, common first-year tax mistakes.
Example angle: “Solo 401(k) vs. SEP-IRA — which fits a new business better?”
Make a low-pressure ask — week 3–4
Once you’ve given real value, a small, specific offer converts far better than “let’s discuss your finances.” A short, clearly-scoped call lowers the barrier to a first yes.
Example angle: “Free 15-minute new business financial checklist call — no obligation.”
Stay in the loop — ongoing
If there’s no response after your ask, don’t drop the lead — move them to a slower cadence. A LinkedIn connection request with a short personal note, plus a quarterly touch (tax season, year-end planning), keeps you top-of-mind without feeling pushy. Many replies come months after the first email, once timing lines up.
General guidance only — always run outreach content through your firm’s compliance review before use. Financial promotions are subject to the SEC Marketing Rule and, where applicable, TCPA and CAN-SPAM requirements.
What’s included
Every dataset, regardless of type, comes with full name and mailing address on every record. Beyond that, which contact fields are guaranteed depends on the dataset type — check each dataset above for specifics.
Always included
Varies by dataset type
On our new business registration datasets, a LinkedIn profile is always included for every record, along with the business name and registration date. We don’t source email addresses or phone numbers for this dataset type.
Other dataset types include different contact and data fields relevant to that dataset — check each dataset above for specifics.
Frequently asked questions
Where does the data come from?+
Public records and other verified sources, compiled into structured monthly datasets. Every contact method is found and verified manually by a real person — we never use append services, so you won’t get the stale or mismatched contact info that comes from automated database matching. Sourcing varies by dataset.
Why does pricing differ between datasets?+
Each dataset is priced based on what it takes to source, verify, and enrich it. Some, like new business registrations, are more straightforward; others require more hands-on work, which is reflected in the price.
What datasets are available today?+
Three new business registration datasets — Iowa, Oregon, and Colorado — with more states and additional dataset types added regularly.
Is a LinkedIn profile guaranteed for every prospect?+
Full name, mailing address, and LinkedIn profile are on every record in our new business registration datasets. We don’t source email addresses or phone numbers for this dataset type. Other dataset types may include different contact fields; check each dataset above for details.
How often is it updated?+
Every dataset is refreshed monthly with new prospects.
How is the data delivered?+
Each month you get a private Google Sheets link prepared for your account — no file downloads or attachments. Just open the link, filter, and export or copy into your CRM whenever you’re ready.
Are these prospects exclusive to me?+
Yes. Each prospect is sold to one advisor only — we never sell or share the same prospect with multiple subscribers.
Can I cancel anytime?+
Yes — cancel anytime before your next billing cycle.
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