Advisors should grow — without the grind.
We build the prospecting and marketing engine financial advisors wish they had: high-intent prospects found, written to, and reached end to end — so advisors spend their time on relationships, not lead-gen. ClientGen is part of Pinnacle Innovative Financial Services.
Part of a family built for advisors.
ClientGen is part of Pinnacle Innovative Financial Services — a family of specialized companies built to support RIAs and institutions through advanced planning, insurance and annuity solutions, advisor lead generation, and marketing. Start with AI agents and tap the rest of the ecosystem when you're ready.
AI-run prospecting
Money-in-motion prospects found, written to, and run end to end — the "3 a Day" engine you're on now.
Advanced planning
Driving revenue growth through advanced planning, life insurance, and annuity strategies.
A human marketing team
Full-service marketing to amplify your brand, boost visibility, and attract ideal clients.
Your built-in base camp
Back-office support and field-level partnerships for firms navigating as an independent RIA.
Advisor-first, compliance-aware.
Done for you
Growth shouldn't mean another full-time job. We run the work end to end so advisors take the warm replies.
Compliance-aware
Insights are modeled estimates from public sources — never asserted as fact, and built to fit your firm's policies.
Relationships, not noise
Right person, right moment, relevant reason. Quality outreach beats volume every time.
Start with 3 a Day.
Three high-intent prospects entering your campaigns every weekday — run for you.