Pricing · For financial advisors

Two plans, priced on prospects.

Every plan includes the co-branded Social Security analyzer, your content, visitor identification, and automated drip. Pay for the prospects you want; add more anytime at $2 each. No setup fees, no contract.

Prospect

For the advisor getting started

$100 $83.33 /mo
2 months free Billed annually · 30-day money-back guarantee
30-day money-back guarantee

25 prospects/mo · $2 each after

  • Co-branded advisor website and/or ReliableReads articles
  • Co-branded Social Security analyzer
  • Analytics dashboard
  • Up to 40% visitor identification
  • Automated drip marketing
Most popular

Growth

For the advisor ready to scale

$250 $208.33 /mo
2 months free Billed annually · 30-day money-back guarantee
30-day money-back guarantee

50 prospects/mo · $2 each after

  • Everything in Prospect
  • 50 prospects/mo included
  • Core social media services
  • Email + marketing automation
  • Priority support

Platinum

Tailored to your firm

From $500 /mo
Tailored to your needs — you only pay for what you use
  • Everything in Growth
  • Custom prospect volume
  • Dedicated strategist
  • White-glove onboarding
  • Priority support
Common questions

What advisors usually ask

What is a prospect, and what does $2 each mean?

A prospect is an anonymous visitor we identify by name, email, and postal address. Prospect includes 25 a month, Growth includes 50. Beyond your plan's allowance, additional identified prospects are billed at $2 each — you only pay for the ones we surface.

What is the difference between Prospect and Growth?

Both give you the branded presence, the Social Security analyzer, your content, identification, and drip. Growth doubles your included prospects to 50 and adds core social media plus email and marketing automation.

What is the Platinum plan?

Platinum is tailored to your firm — custom prospect volume, services, and support, starting at $500/mo. Tell us what you need and we'll scope it. Talk to sales to get a number.

Can I save with annual billing?

Yes. Pay annually and get two months free on Prospect and Growth. Platinum is billed however suits the engagement.

Is visitor identification included in every plan?

Yes. Identification and automated drip ship with every plan on every vertical. It is never an add-on or tier upgrade.

Is the content compliance-safe?

Articles are educational, not advisory — written to be byline-ready while staying clear of SEC pitfalls around recommendations and projections.

Still have questions?

Talk to us. We answer within an hour during business hours.

Talk to sales

30-day money-back guarantee.

Get started
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30-day money-back guarantee. If it isn't right, we refund every dollar.