Wealthiee provides one of the DACH regions most effective lead generation services for IFAs and whole-of-market financial advisers. What’s more, our exclusive lead generation service forms just one small part of a comprehensive platform for attracting, nurturing and converting leads into the customers you need.
Read on to find out how we help you find the right clients for your business with one simple, affordable plan, whether you’re a nationwide firm or a solo adviser.
We stribe to have around 1 million visits an year on our different channels
Set your criteria and we'll send you enquiries from the clients you want.
With a high ranking profile, potential clients can use our directory to find advisers near to them.
See all relevant details of a lead before choosing to buy it.
Restrict your leads to businesses/individuals above a certain size/wealth level
Manage all your leads from one dashboard
Nurture clients from first contact to conversion with in Wealthiees pipeline.
We strive to funnel high quality leads through our different channels, on mobile, web and different landing page, using SEO and SEM cutting edge techniques. Let us focus on getting you business.
with Wealthiee you will get:
299 CHF
+VAT
Per month for our standard plan.
Our enquiries are priced from
49 CHF
+VAT
You can see your new enquries and also accept them and after that purchase the enquiries.
When you’ve progressed an enquiry to a higher stage (e.g. from ‘Accepted enquiries’ to ‘Scheduled enquiries’), simply click and it will moved to the next stage
Ready to get started?