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Pricing

Per-contact pricing. No annual contracts. No seat licenses. Pay for the data you need, nothing more.

Starter

$1.50 /contact

For teams testing the water.

✓ Up to 500 contacts
✓ CRD-verified records
✓ Verified email + phone
✓ AUM segmentation
✓ License filtering
✓ CSV delivery
Get Started

Growth

$1.00 /contact

For active prospecting teams.

✓ 500-5,000 contacts
✓ Everything in Starter
✓ Disclosure history
✓ Firm intelligence data
✓ Priority 3-day delivery
✓ Dedicated support
Get Started

Enterprise

Custom

For large-scale data needs.

✓ 5,000+ contacts
✓ Everything in Growth
✓ Recurring deliveries
✓ CRM integration
✓ Custom data fields
✓ Volume discounts
Contact Us

Frequently Asked Questions

Are there any hidden fees or minimums?

No. Per-contact pricing is all-inclusive. No platform fees, no setup costs, no minimum order size (though we recommend at least 100 contacts for meaningful campaign results).

Do you offer annual contracts for lower pricing?

We can structure recurring deliveries with volume-based pricing for teams that need ongoing data. But there's no requirement to commit annually. Monthly, quarterly, or ad-hoc orders all work.

What's included in 'CRD-verified records'?

Every contact is cross-checked against FINRA BrokerCheck and SEC IAPD. You get confirmed registration status, license type, firm affiliation, CRD number, and active/inactive status. This is included at every pricing tier.

Can I get a sample before committing?

Yes. 20 free records matching your criteria. No credit card required. Contact us with your target advisor profile and we'll send a sample within 2 business days.

What if the data doesn't meet my quality standards?

We guarantee 95%+ email deliverability. If your delivered list falls below that threshold, we replace the bounced contacts at no charge.

Get the Advisor Data You Need

Tell us your criteria. We build the list.

Get 20 Free Records

FINRA verified · 3-5 day delivery · No annual contracts