Hot, OTP-verified investor leads — delivered to your CRM the moment they raise their hand.
We hand brokers, financial and wealth advisors a steady pipeline of qualified, consultation-ready investors actively seeking Fixed Rate Bonds, Fixed-Term Deposits, ISAs and retirement solutions — generated through paid Google, Microsoft and Meta campaigns.
Lead Verticals
Built for the products you actually sell.
Every lead is sourced for a specific investment intent — never recycled, never co-registration. Don't see your vertical? We'll build a custom funnel for it.
Fixed Rate Bonds
Investors seeking guaranteed returns over 1–5 year terms.
Fixed-Term Deposits
High net worth investors comparing best-in-market deposit rates.
Stocks & Shares ISAs
UK investors maximising their annual tax-free allowance.
Retirement Planning
Pre-retirees and pension transfers — high AUM potential.
Wealth Management
HNW clients looking for portfolio reviews and advisory.
Precious Metals & Alternatives
Gold, silver and alternative-asset diversifiers.
Property & REIT Investing
Yield-focused investors and BTL alternatives.
Capital Protected Plans
Risk-averse investors seeking structured products.
Why advisors choose us
Quality you can put a number on.
We don't sell volume — we sell connections that convert. Most partners see contact-to-consultation ratios above 35% within their first 30 days.
Exclusive, intent-driven leads
Sourced from active search and social campaigns. Every lead has explicitly requested information about an investment product — never scraped, never sold twice.
OTP & phone verification
Mobile-verified at point of capture. Bad numbers and form-fill bots are filtered before they ever hit your CRM.
Real-time CRM integration
Native push to Salesforce, HubSpot, Zoho, Pipedrive, Go High Level — or any webhook. New-lead alerts via email, SMS and Slack.
Automated welcome sequence
Optional welcome email, SMS and WhatsApp follow-ups so leads are warm before your advisor dials.
Tier-1 focus, global reach
UK, US, CA, AU, IE, DE, CH, SG and the GCC are our specialty — but we run campaigns in any country, any language.
Always-on optimisation
Mid-flight tweaks, vertical pivots, geo expansion — message us at any hour and we'll make it happen.
The method
Five moving parts. One accountable team.
This is what we actually do for you week in, week out — no contracts, no lock-ins, no agency fluff. Pause or scale at any time.
- 01
Handshake
We connect on Telegram or Signal and align on your ideal investor, ticket sizes, target geos and compliance needs — no calls, no contracts, no paperwork.
- 02
Custom funnel build
Bespoke landing pages, ad creative and tracking — built around your brand and product.
- 03
Live campaigns go up
Google, Microsoft and Meta budget deployed across the channels your audience actually uses.
- 04
Verified leads to your CRM
OTP-verified prospects pushed in real time, with instant alerts and automated welcome touchpoints.
- 05
Ongoing optimisation
Daily reviews, weekly reporting, prompt adjustments — at any hour, any day.
Handshake
01We connect on Telegram or Signal and align on your ideal investor, ticket sizes, target geos and compliance needs — no calls, no contracts, no paperwork.
Custom funnel build
02Bespoke landing pages, ad creative and tracking — built around your brand and product.
Live campaigns go up
03Google, Microsoft and Meta budget deployed across the channels your audience actually uses.
Verified leads to your CRM
04OTP-verified prospects pushed in real time, with instant alerts and automated welcome touchpoints.
Ongoing optimisation
05Daily reviews, weekly reporting, prompt adjustments — at any hour, any day.
Proof, not promises
A real partner, a real result — by the hour.
One recent UK bond brokerage, reconstructed from our message logs. Names redacted, timestamps untouched — see exactly when each milestone happened and what it took to get there.
- Day 0 10:42
First message on Telegram
UK-based bond brokerage reaches out. We exchange product details, target geos (UK & IE) and ticket size (£25k+).
- Day 0 16:15
Tailored proposal delivered
Lead spec, pricing, daily volumes and sample funnel mock — sent within six hours of the first ping.
- Day 1
Green light, kickoff
Brand assets received — no contracts, no retainers. Funnel, landing pages and ad creative drafted overnight.
- Day 3 09:00
Tracking & CRM live
Google, Microsoft and Meta pixels firing. Real-time webhook delivering verified leads into their HubSpot.
- Day 4 11:27
First OTP-verified lead
Investor lands, requests info, verifies via OTP — pushed to CRM in under 60 seconds. Advisor calls back the same hour.
- Day 14
First investment closed
£42k Fixed Rate Bond placement — directly attributed to the lead delivered on Day 4.
Begin the experience
Start a partnership you'll never want to leave.
Most advisors who switch to us never look back — and never go shopping for another provider again. Tell us about your firm and your goals; we'll come back within one business day with a tailored plan built around how you want to work.
Both channels open 7 days a week — typical reply in 1–2 hours.