Introducing
you to your
future clients

Match and connect with high-intent investors and grow your book of business

How it works

1. Tell us about your niche of expertise

Let us know your specific lead requirements, including asset tier,
geography, and areas of specialty.

2. We find the right prospective clients for you

FinanceHQ captures an audience of investors seeking expert guidance,
determines their specific needs, and matches them to your criteria.

3. We establish a seamless connection with your next client

After verifying and augmenting lead data, we deliver prospects directly via
a secure portal, so you're set up for success on your first connection.

Bringing value to our network of top advisors

Supercharged acquisition

Our proprietary tech captures incremental, hard to access audiences and connects you with potential clients with pressing needs.

Pre-qualified prospects

All leads are generated through our owned and operated property and verified for accuracy.

Aligned
partnership

FinanceHQ serves the advisor community, delivering flexible products, including adaptive lead volume and secure access to leads.

Join the waitlist

Our advanced matching solution connects people seeking investment guidance with certified and highly experienced financial advisors. Focus more of your time on advising, and let FinanceHQ help with the rest.

To join, please provide the following information
and we'll reach out:

Frequently Asked Questions

How do I sign up for your platform?

All of our partners are carefully vetted so that we can best serve them and the individual investor clients who seek advice through our platform. First, we ask you to complete a questionnaire so that we may better understand you, your practice niche(s) and target client framework. Then we review your credentials and background and hold an interview with you to determine if you are a fit for our advisor network. Once approved, we'll send you an onboarding package to get started.