Lead Generation For Financial Advisors

High Net Worth Individuals Insights Platform

Scale your growth and acquire affluent clients by leveraging data to build powerful connections. Data driven opportunities to automate your pipeline an.


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High Net Worth Individuals To Grow Your Practice


Scale and accelerate the growth of your practice with the Odegee platform. Let us take the heavy lifting out of your pipeline building and become part of your prospecting process. Our data and intelligence helps you focus on closing more business in this increasingly competitive environment.

How To Get Started?


Leverage data and insights to get in front of affluent clients in real-time

  1. 1
    Quick Sign-Up

    Get the ball moving in the right direction .

  2. 2
    Discovery Call

    We want to understand you and your practice.

  3. 3
    Walk-through and On-boarding

    We take you through the platform and the benefits of leveraging it . We take you and your team through it all.

  4. 4
    On-Going Support

    Monthly calls to discuss strategy and game plan.

How Does The High Net Worth Platform Work?

Our team of developers, engineers and data scientists work tirelessly to pull together information from multiple sources across the country so that you can prospect these high net-worth individuals with real-time, accurate information. Each and every day, new opportunities are added as they happen so that you and your team can stay ahead of your competition.

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Safe, secure, and reliable


Accurate, real-time data delivered to you securely so you can focus on keeping your prospecting methods and markets private and effective.

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Features

Intuitive & Simple


Used by advisors on the Forbes 250 list. We made it easy to use, navigate and track the pipeline through the data we provide to you real-time

Responsive

Take it on the go or use it during your prospecting hours.

Customizable

Customize who you want to target and get those delivered daily.

User Interface

We removed all the clunkiness of CRM's into a user friendly model.

Evolving Technology

Our platform and data gathering grows with you and changes in the market.

Grow AUM

Better data means more successful opportunities to grow your AUM.

Support

We treat you the way you treat your clients. Responsive, dedicated and here for you.

Monthly Pricing To Manage Your Growth




$ 500

Individual Advisor

Single Advisor
Customized Platform
Accelerated asset growth
Customized Contacts
Delivered Daily
All Day Support
BDA (Business Development account eligible)
Extensive Database
1:1 Dedicated Service
On-Going Upgrades
Contact Management
Reporting
Salesforce Integration (coming soon)


Get Started

$ 1000

wealth management team

Team of up to 5
Custom Team Platform
Lead Designation
Customized Team Search
Team Asset Growth
Team Support
BDA (Business Development account eligible)
Extensive Database
1:1 Dedicated Service
On-Going Upgrades
Contact Management
Reporting
Salesforce Integration (coming soon)


Get Started

Actionable Real-Time Data

Data and Intelligence to target high net worth prospects


Try free for 5 days