IntentBase delivers pre-scored, compliance-ready prospect leads to financial advisors in under 7 minutes. Exclusive territories. No shared leads. No stale lists.
You pay $200+ per lead and compete with two other advisors for the same prospect. By the time you call, they've already talked to someone else.
Generic lead vendors sell lists that are weeks old. The household was in-market last month. Contact rates on aged data collapse below 5%.
Your CCO asks where the lead came from. You shrug. No sourcing documentation, no opt-in tracking, no audit log. That's a regulatory risk.
Our data infrastructure detects households actively shopping for a financial advisor. Real intent, not demographic guesses.
Every record gets five proprietary scores: intent strength, wealth fit, geographic fit, contactability, and composite. Plus validated email, phone, household data, and investable asset band.
Each lead arrives with a campaign-ready brief: who they are, why they're in-market, suggested talking points, and a compliance-safe outreach template. Ready to call.
Your metro, your leads. No other advisor on IntentBase sees the same household. Exclusivity is the default, not a premium upsell.
IntentBase was founded by operators with 20+ years in financial services. We built the data infrastructure, the compliance layer, and the delivery engine because we know what happens when an advisor gets a stale, shared lead with no context and no audit trail.
The first pilots are launching in Texas. San Antonio. Austin. Dallas. Houston. Hand-selected firms. Exclusive territories.