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What our clients say
We've helped hundreds of CPAs, RIAs, and Fund Managers build predictable pipelines with exclusive, high-net-worth leads. Don't just take our word for it - hear directly from the financial professionals who've transformed their practice.
★★★★★ 5 Stars
Sarah, CPA - TX (Texas)
Traditional marketing agencies kept pushing expensive campaigns that brought in unqualified leads. Most prospects couldn't even afford our advisory fees. Finance Lead Vault changed everything - every lead comes pre-screened for income and assets. In 90 days, we added 8 new high-value clients worth $180K in annual recurring revenue. The quality is incredible and our conversion rate tripled. Highly recommend for any CPA serious about growth.
★★★★★ 5 Stars
Michael, RIA CA (California)
After years of cold calling and expensive seminars that barely broke even, I was skeptical about lead services. Finance Lead Vault proved me wrong completely. These aren't just contact lists - they're qualified prospects actively seeking wealth management. In 6 months, we've onboarded $4.2M in new AUM from their leads. The compliance documentation is thorough and the delivery is instant. Finally found a partner that understands our industry.
★★★★★ 5 Stars
David, Fund Manager - NY (New York)
Raising capital was our biggest bottleneck - traditional investor relations firms were expensive and slow. Finance Lead Vault delivers pre-qualified accredited investors who actually have the liquid assets to invest. We closed $12M in new commitments in just 4 months from their leads. The investor quality is exceptional and they understand SEC compliance requirements. This service transformed our fundraising process completely.
Why Fund Managers Choose Finance Lead Vault
Pre-Qualified for Income & Assets
Every lead has been screened for annual income and investable assets, so you speak only with clients who can afford your services.
Tax Strategy Demand
Leads are generated through campaigns focused on tax savings, wealth preservation, and compliance exactly what clients need a CPA for.
Real-Time Delivery
No stale lists. Leads are delivered instantly to your inbox or CRM the moment they opt in.
Compliance First
All leads are collected under TCPA/first-party consent rules, giving you peace of mind.
Grow Without Cold Prospecting
Spend less time chasing and more time closing.
Why Fund Managers Choose Finance Lead Vault
Business owners earning
$300K+ annually.
Investors looking to minimize
capital gains exposure
High-income professionals seeking proactive tax planning
Families wanting long-term
accounting partnerships
How it Works
We find & Qualify The Lead
We Schedule The Lead On Your Calendar
You Focus On Closing & Onboarding
Flexible Pricing
Per-Lead Pricing
Pay only for what
you receive.
Exclusive Leads
Lock in clients no one
else can access.
Volume Discounts
Scale your practice with lower cost per lead at higher volumes.
I’ve stopped buying lists. Finance Lead Vault delivers warm, qualified leads that are eager to talk and learn how I can actually help them.
- Steven Jacobs
Ready to Add High-Value Clients to Your Firm?
Book a demo to see how Finance Lead Vault will fuel your pipeline with qualified prospects.
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