Investment That Pays for Itself
Our clients average 8.5 qualified leads monthly. At a 60-85% conversion rate, one client covers your annual investment. No long-term contracts, cancel anytime.
Basic
Essential visibility for growing firms
Billed monthly
ROI Example: Just 2 conversions annually from your 60 annual leads can generate £8,000+ in AUM fees—a 400%+ return on investment.
- Verified Listing Badge
- Standard Search Placement
- Up to 5 Qualified Investor Introductions/Month
- Typical AUM: £100K - £500K per lead
- Basic Analytics Dashboard
- Email Lead Notifications
No long-term contract required
Enhanced
Maximum ROI for established firms
Billed monthly
Annual ROI Projection:
- 180 qualified introductions annually
- 108 new clients at 60% conversion
- £27M in new AUM (£250K avg.)
- £270K+ annual revenue at 1% AUM fee
- Premium Badge & Logo Display
- Priority Search Placement
- Up to 15 Qualified Leads/Month
- Detailed Analytics Dashboard
- Featured in "Related Firms" Section
- Enhanced Profile with Photos
14-day money-back guarantee
Premier
Dominant market presence for elite firms managing £100M+ AUM
Billed monthly or annually
Exclusivity: Limited to 10 firms platform-wide to maintain premier search positioning and lead quality.
- Premier Gold Badge & Featured Logo
- Always Top of Search Results
- Unlimited Qualified Leads
- Featured Homepage Carousel Placement
- Video Profile Embed (YouTube/Vimeo)
- Priority Customer Support
- Dedicated Account Manager
Custom packages available
Frequently Asked Questions
Everything you need to know about our pricing and services
How are leads qualified?
We use a multi-step qualification form that captures asset levels, financial goals, and timeline. We filter out low-intent inquiries to ensure you receive only serious prospective clients.
Can I cancel anytime?
Yes, all plans are monthly rolling contracts. You can cancel or downgrade at any time via your dashboard with no penalties or hidden fees.
Do you take a commission?
No. We charge a flat monthly subscription fee. We do not take any percentage of AUM or commission on leads. Your clients remain 100% yours.
How do I get verified?
We manually check your FCA registration number against the FCA register to ensure your authorization status is active. Verification typically takes 24-48 hours.
Ready to Grow Your Practice?
Join 600+ wealth managers already using our platform to connect with qualified investors.