Institutional & Wholesale
Top-of-Funnel Infrastructure For Financial Services
Allocate capital across Sales Qualified, Marketing Qualified, and Digital Qualified demand.
How we do it
Our top-of-funnel is owned.
FreeFinancialPlan.com and AIFinancialPlanning.com are trusted destinations where consumers search for smarter financial advice. Demand originates within our properties — not rented traffic.
What makes a lead
Most firms give you one or two. We give you all three.
Intent
Where the prospect is in their buying journey — ready now, open to ideas, or planning ahead.
Consent
1:1 permission, preferred contact method, and time-stamped approval. Outreach is compliant, actionable, and welcome.
Identity
Verified personal and financial context — assets, income, goals, and key questions matched to the individual.
Optimize your ROI
Once we unify consumer intent, consent, and identity —we route demand by lead type through a prefunded orderbook.
Example allocation: $50,000
40
Sales Qualified
260
Marketing Qualified
700
Digital Qualified
Prefer a single lead type? We can do that too.