Reach Accredited Investors
With Targeted Paid Campaigns
We build done-for-you lead generation systems that connect financial advisors, fund managers, and investment sponsors with qualified accredited investors, through Facebook, Instagram, and TikTok ads backed by a high-converting VSL funnel.
Cost Per Lead
Cost Per Appointment
Prospect Quality
Leads. Not Shared
Setting expectations
Accredited investor campaigns cost more than standard financial campaigns, typically $500–$1,000 per booked appointment versus $150–$300 for standard leads. This is expected and reflects the smaller, more selective audience. The tradeoff is significantly higher lifetime client value. Advisors and sponsors who work with accredited investors consistently find the economics work strongly in their favor.
Built for Anyone Reaching Accredited Investors
Financial Advisors
Advisors who work with high-net-worth clients and want to attract accredited investors for wealth management, alternative investments, or private placement products.
Alternative Investment Sponsors
Real estate syndicators, private equity sponsors, and fund managers who need a consistent pipeline of accredited investors to fill their deals.
Private Placement Issuers
Companies raising capital under Reg D who need to reach verified accredited investors at scale, without relying solely on broker-dealer networks.
RIAs & Family Offices
Registered investment advisors and family offices looking to grow their AUM with high-net-worth and ultra-high-net-worth client relationships.
Everything Built For You
- Accredited investor audience research and targeting strategy
- Facebook, Instagram, and/or TikTok ad creative (video or image)
- VSL script written specifically for an accredited investor audience
- Landing page with accredited investor self-certification pre-qualification
- CRM integration and automated follow-up sequences
- AI avatar option, prefer to skip the camera? We can create an AI avatar of you instead (included free with Done-For-You package)
- Campaign launch, daily monitoring, and ongoing optimization
- Monthly reporting with cost per lead and cost per appointment
Frequently Asked Questions
An accredited investor is an individual with a net worth over $1 million (excluding primary residence) or annual income over $200,000 ($300,000 joint). Targeting them requires different messaging, different platforms, and different funnel structures than mass-market financial products, because the audience is smaller, more sophisticated, and requires a higher level of trust before engaging.
Accredited investor leads are significantly more expensive than standard financial leads due to the smaller, more targeted audience. Expect $50–$200 per lead and $500–$1,000 per booked appointment. These numbers are higher than standard campaigns, but the lifetime value of an accredited investor client typically justifies the investment many times over.
Facebook and Instagram remain the most cost-effective platforms for accredited investor targeting, using income, net worth, and financial behavior signals. LinkedIn is effective for B2B-adjacent accredited investor audiences (business owners, executives). TikTok is emerging as a viable channel for younger accredited investors (35–50 age range).
We build pre-qualification into the funnel, leads must self-certify their accredited investor status before booking a call. While this doesn’t replace formal verification, it filters out non-qualified prospects and ensures the leads you speak to have at minimum represented themselves as meeting the criteria.
Yes, we have experience building campaigns for Reg D offerings. We work within the constraints of securities advertising regulations, including appropriate disclaimers and pre-qualification steps. We recommend you consult with your compliance counsel on any specific restrictions for your offering.
Purchased lists are cold, unengaged, and often outdated. Our campaigns generate warm, inbound leads, people who saw your specific message, found it compelling, and took action to learn more. The quality difference is significant: our clients consistently see higher show rates and close rates compared to outbound list-based approaches.
Ready to Build Your
Accredited Investor Pipeline?
Accredited Investor Pipeline?
Book a free 30-minute strategy call. We'll review your offering, your ideal investor profile, and show you exactly what a campaign would look like, including realistic cost and volume expectations.
Book a Free Strategy CallNo obligation. No hard sell. Just a clear plan for your annuity practice.