Welcome to the Hive, WealthReach.
David, we just finished a run with Lumion, vertical SaaS for trade schools with a first marketing hire and no outbound. WealthReach is shaped the same way. It would have been wrong not to get this in front of you. So: a jar of honey, and the plan.
Underneath the jar: every SEC-registered RIA mapped, the ~3,900 that look like your best customers, and three campaigns we'd run for WealthReach in the next 30 days.
Three things came with the jar.
The honey
Raw, from a US apiary. Something you'll open instead of file.
This page
Your market sized, the customers you already win and the accounts that look like them, and three campaigns: TAM, lookalike, intent. Built for WealthReach.
The call
Twenty minutes with Troy and Nick. We bring the account list we'd start with. You tell us where to start.
Lumion: zero pipeline to 50+ meetings in 31 days.
Vertical SaaS for trade and technical schools. First marketing hire, no outbound, a niche of 10,000 to 30,000 schools. We mapped five sub-verticals, timed the CDL play to a Pell Grant policy window, and routed replies straight to their SDRs. Same shape as Lumion: a public registry of buyers, a calendar-driven budget cycle, and a first marketing hire who needs pipeline now.
In the span of a month, we've had well over 100 positive responses. We've scheduled 45 to 55-plus meetings with an 80% hold rate.Andrew Jones, Head of Marketing, Lumion
What could be sweeter than 2,300 to 3,800 more of your best customers?
You already have the dream ones: the RIA firms that grow, retain, and refer others without being asked. We take those, run them through our lookalike tool, and find another 2,300 to 3,800 that look exactly like them. Then we run hyper-personalized, highly targeted outreach to every one.
Same size, same setup, same reasons to buy as the accounts on the right. Modeled, not guessed.
- The accounts that grow, retain and referWe'll confirm the seed list with you on the call.
Every cell is a RIA firm.
Every SEC-registered RIA files a Form ADV listing AUM, advisor headcount, and the principals who sign off on vendors. We build the list from IAPD data, enrich the buyers, and time the sends to the Q4 budget cycle.
You're the first supplier that comes to mind.
We'll actively monitor all 15,400 SEC-registered RIAs and reach out the moment the right signal shows up, so WealthReach is the first name a principal thinks of when client acquisition comes up.
- New CMO or Head of Marketing hireLinkedIn and press releases. A first marketing hire means a growth budget just opened.
- AUM crossed $500M or $1BForm ADV amendments on IAPD. Crossing a reporting threshold often triggers a rebrand.
- RIA acquired by an aggregator or roll-upM&A press and Form ADV ownership changes. New owners reset the marketing stack.
- Custodian switchForm ADV custodian field changes on IAPD. Often coincides with a broader tech refresh.
- Advisor lift-out or new office openingState registration filings and local press. New offices need local lead generation fast.
- Conference attendanceT3, XYPN Live, Schwab IMPACT rosters. Anyone at the booth is budgeted to buy.
TAM, lookalike, intent. Every angle, from day one.
This isn't one list and one email. We deploy three strategies at once, each with its own angle: the whole market gets the offer, the accounts that mirror your best customers get the proof, and anyone showing a buying signal gets a note the week it happens. Then we double down on whichever one the market answers.
Own the whole market
Mirror your best customers
Catch them in-market
What happens after you say yes.
- DAY 0Twenty minutes with Troy and Nick. We confirm the buyer, pick the three campaigns, and lock the offer.
- DAYS 1 TO 10Dedicated domains warm. Lists built from SEC IAPD, Form ADV filings, and state securities registries. Copy written per campaign and approved by you.
- DAY 11All three campaigns sending. Replies land on your calendar with full prospect context.
- DAY 30First readout. Expand what's working, cut what isn't, add the intent triggers.
The honey was the easy part.
David, we'll walk the three strategies above, show you the accounts we'd start with, and tell you what it would take. No deck.