Run by AI agents
ClientGenSelf-serve · cancel anytime3 a Day
$199/mo
Your AI growth team, running every weekday.
- ~3 prospects enter your campaigns each weekday (~75/mo)
- Email + LinkedIn campaigns, run end to end
- Scored prospects, refreshed monthly
- You take the warm replies
Most Popular
Pro
$489/mo
More volume and channels for advisors scaling up.
- Everything in 3 a Day, higher volume
- Add postcards, notes & digital ads
- Priority data refresh & support
- Multi-niche & multi-market targeting
Finspire CreativeConcierge
$1,199/mo
A human marketing partner on top of your agents.
- Everything in ClientGen Pro
- Dedicated Finspire strategist
- Human-written, on-brand campaigns
- Monthly review & reporting
White Glove
from$2,499/mo
Full-service marketing, scoped to your firm.
- Everything in Concierge
- Brand, content & events support
- Custom funnels & creative
- Scoped per firm
Enterprise
The Pinnacle GroupCustom
Let's talk
- Per-seat pricing that drops at scale
- Firm-wide rollout, human-sold
- Broker-dealer & RIA enablement
Add-ons — available on any tier
Mix in whatever you need. Ad spend billed at cost.
PostcardsHandwritten notesDigital ads + ad spendExtra prospect creditsLead exclusivity$200 concierge onboarding