For advisors
Grow your advisory practice with Wealthiee
One workspace to find prospects, run campaigns, publish content and manage the clients who find you here.
Start with a free trial. No credit card needed to look around.
What you get
Prospect search
Search and enrich prospects, build lists and track the people that matter to your practice.
Wealth event monitoring
Get notified about liquidity events, job changes and other signals in your network.
Campaigns & ads
Run Google Ads campaigns that send people straight into the Wealthiee matchmaker, attributed to you.
Unified inbox
Email and LinkedIn conversations in one place, with AI-assisted drafting.
Articles & public profile
Publish AI-assisted articles under your name and maintain a public profile on this site.
Clients & documents
Accept connection requests, request documents and keep client files organised.
How enquiries reach you
People answer the matchmaker questionnaire on this site. Their enquiry is matched to advisors by need, language and location, and you get in touch directly.