For financial advisors
Look as credible online as you are across the table.
A credible advisor website, a co-branded Social Security analyzer prospects engage with, financial content under your name, and follow-up that runs itself. And a happy surprise: it can introduce you to up to 40% of the U.S. visitors who research you without ever reaching out.
Co-branded end to end — you look like your firm, not like every other advisor on the same template.
live as fast as you finish setup · no setup fees · cancel anytime
Prospects this month
63
↑ 9%
Drip engagement
38%
↑ 4%
Drip replies
7
↑ 2
Prospects identified · last 30 days
Newest prospects
Pre-retirees research carefully. Reward the ones researching you.
Before anyone books a first appointment, they read your bio, check your credentials, and run their own numbers. That care is exactly what you want in a client — and it means a credible presence, a genuinely useful analyzer, and steady follow-up do real work for you. Ours adds one more advantage: it identifies many of those careful researchers — a verified email at minimum, and for many a full name and postal address — and stays with them across the weeks before they're ready to talk.
Identification
up to 40%
Anonymous U.S. visitors identified
Signup
5min
Live as fast as you finish setup
Co-branded
100%
Your name, your logo
Setup fees
$0
Month-to-month · cancel anytime
Four pillars. One growth engine. All branded as yours.
Visitor → prospect → lead. Every plan ships co-branded with your firm's logo, your colors, and your firm name — prospects see your brand, not ours.
A credible advisor website
Modern, mobile-first, your branding throughout. Designed for the credentialed-financial-services bar without you learning a website builder.
Your branded Social Security analyzer
A tool prospects engage with for fifteen minutes at a time, co-branded as your firm. Embedded on your site, shareable on its own URL.
Financial content under your name
Weekly financial-planning articles delivered as yours. Compliance-aware, byline-ready, a reason for visitors to come back.
Visitor identification + drip
Identifies up to 40% of your anonymous U.S. visitors — a verified email at minimum, often a full name and postal address. Automated drip reaches them over the weeks after their visit.
Try it live
This is the live calculator. Try it.
Drag the inputs — the same co-branded instrument your prospects spend fifteen minutes inside, with your firm's name on it.
● Identified by ProspectMatch
Margaret R. · margaret.r@email.com
Age 60 · ran "Will my money last?" · now a prospect in your dashboard
Illustrative. An anonymous U.S. visitor becomes a named prospect — no form fill.
A site that meets the financial-services bar.
Designed for the trust-building work an advisor needs to do on the page. Credentials surfaced cleanly. Bio that reads like a person, not a brochure. Mobile-first because pre-retirees research on phones too.
Your branded analyzer
The Social-Security analyzer prospects spend fifteen minutes inside.
Social Security Analysis
North Star AdvisorsLifetime benefit
$487K
At full retirement age
Optimal claim age
70
+$94K vs. age 62
Up to 40% you never knew were there.
Most platforms count visitors. Ours identifies them. For up to 40% of your anonymous U.S. traffic you get a verified email — and for many, a full name and postal address — without a form fill. Identified prospects flow into automated email drip campaigns, branded as your firm, that reach them across the weeks before they're ready to schedule the first call.
Prospects identified · this week
The payoff
Run your own numbers.
Your traffic, your client values, your assumptions — see what identified prospects could be worth to your practice.
Your numbers, your assumptions. Identification applies to anonymous U.S. visitors and is capped at up to 40%; how many prospects become clients depends on your follow-up. This is an estimate you computed — not a promise we make.
See it live on a real member site →Your estimate
- Identified prospects / month
- New clients / year at your close rate
- What that's worth / year
No spam. One email with your numbers.
Why advisors choose ProspectMatch
Compliant by design
CAN-SPAM and US privacy law compliant. Identification and drip run inside the rules — we handle the compliance plumbing.
Your data, your prospects
Every identified prospect, every drip response, every tool is yours. Export anytime. No lock-in, no long contract.
Real products, branded as you
The site, the tool, and the content are live products carrying your logo and name — not a demo built for the pitch.
Simple plans. No setup fees.
Pick the one that fits. Cancel anytime.
Common questions
How does visitor identification work?
When a prospect researches you, our identification layer returns a verified email — and for many, a full name and postal address — for up to 40% of otherwise-anonymous visitors — no form fill. The matching method is our own; what you get is identified prospects ready for drip. (U.S. visitors only.) Learn more →
Will this create a problem with FINRA or the SEC Marketing Rule?
The content published under your byline is general financial education — never a recommendation of a specific product or security — and carries standard advisor disclosures, with no performance claims. Most advisors run it under their existing supervisory framework the way they'd handle any third-party content provider: a review of the material up front, then routine supervision. You have review access to content and campaigns so your compliance process can do its job.
Is identifying anonymous visitors legal?
Yes — and here's the mechanics, not just the claim. The identity graph is built from records with documented opt-in consent, identification applies to U.S. visitors only, EU visitors are excluded by default, every drip email carries a one-click opt-out, and we honor Global Privacy Control and Do-Not-Track signals. Aligned with CAN-SPAM and CCPA/CPRA. Read exactly how it works →
Won't prospects find it strange to get an email from me?
The drip doesn't say “we saw you on our website.” It reads as what it is: a helpful, branded introduction from a local advisor, with educational content and a one-click opt-out. The people who aren't interested opt out; the ones who are were already researching you — that's why they were on your site.
What is a prospect vs a lead?
A prospect is an identified visitor — we know who they are. A lead is a prospect who engaged after one of your drip campaigns reached them. The system identifies prospects; the drip converts a share of them into leads over time.
Can I use my existing site?
Yes. At signup, choose the content-first presence — your articles and identification on the site you already have, same price. Essential includes a full new branded site whenever you want one.
Does the analyzer actually return accurate numbers?
Yes. It uses the Social Security Administration calculation rules current to the year, with optimization for the claim-age question across both spouses.
Is the content really branded as me?
Yes. Your firm name, your colors, your byline. Articles publish to your site on your schedule.
Do I own my prospects?
Yes. Every identified prospect, every drip response, every analyzer run stays yours. Export anytime.
See it for yourself.
See your branded site and the identification dashboard.
No setup fees · live as fast as you finish setup · cancel anytime