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Helping financial professionals find,
engage & retain clients.

Know what your audience is thinking about
and what's happening in every prospect's world.

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The Problem

Growing your practice online shouldn't feel like a second job.

It takes more than managing your existing clients to grow your practice. You also have to find new opportunities, stay in touch, and keep building relationships.

Two hours of prep for every hour with a client

Research, call prep, and follow-up can take up your week before you even start growing your practice.

The usual ways to grow aren't working

Referrals are inconsistent, and cold outreach is easy to ignore. You have little control over either.

Generic AI can't be trusted with clients

It can get things wrong, sound generic, and take almost as much time to review as doing it yourself.

Compliance limits your options

Working with client data, your CRM, and outreach can create extra steps and slow you down.

97%

of financial professionals believe AI can grow their book by 20% or more, yet fewer than 15% are using it to grow their business. Nothing has been built for the growth job. Until now.

Engagement Engine

Understand your audience.
Make every message relevant.

The Engagement Engine uses proprietary technology to pull from millions of sources, including major news and social platforms, to give you current, reliable information on every prospect and company.

Live newsRedditLinkedInXInstagramFacebookYouTubeTikTok
Understand who you're reaching

Key details on who you're prospecting, including location, age, occupation, income, and more.

Get the full picture on any company

See a company's financials, news, industry trends, and other important details, all in one place.

Research without leaving LinkedIn

See signals, roles, backgrounds, and meeting prep for any LinkedIn profile or company.

Know the moment something changes

Get notified when a prospect's company raises funding, makes news, or shows a buying signal.

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How It Works

Everything you need to know about your potential clients.

Research people and companies, find the details that matter, and turn them into opportunities.

Web App

People and company info, all in one place.

Build detailed briefs on people and companies, see the sources behind the information, and get the context you need to find better opportunities and reach out.

Get started in seconds
Chrome Extension

Prospect and reach out on LinkedIn.

Analyze any LinkedIn profile or company to get a full brief, including their role, background, signals, recent activity, meeting prep, and personalized outreach ideas.

Add the Chrome extension
Signals

Know the moment something changes.

Funding rounds, layoffs, and other triggers are matched to your people and companies automatically, so you never have to go looking.

Start finding opportunities
Compliance

Built for a regulated industry.
Not around it.

No CRM integration required, no data-sharing agreements, no in-app messaging.

SOC 2 Type II Certified

Independently audited data security and privacy controls, so your firm's due diligence is already done.

No Data Sharing

You don't upload your client list or connect your contacts. Every insight comes from public, licensed, and proprietary sources.

No CRM Integration

Nothing to sync or configure. The Engagement Engine works independently of your firm's systems.

No App to Approve

You review and send every message yourself. Nothing is ever sent automatically or on your behalf.

See full compliance details
Pricing

Choose your plan

One new client covers the cost for the year, and the hours you save on research keep paying off every month after that.

Monthly
$99/mo
Billed monthly
  • ✓ Full access to the Engagement Engine
  • ✓ Full access to the Chrome extension
  • ✓ Full access to live Signals
  • ✓ Works on your own CRM contacts
  • ✓ SOC 2 Type II compliant
  • ✓ Rolling monthly, cancel anytime
  • ✓ Grandfathered pricing: your price never rises
Get Started
Recommended
Annual
$83/mo
$990 billed annually · 2 months free
  • ✓ Full access to the Engagement Engine
  • ✓ Full access to the Chrome extension
  • ✓ Full access to live Signals
  • ✓ Works on your own CRM contacts
  • ✓ SOC 2 Type II compliant
  • ✓ Dedicated account manager
  • ✓ Grandfathered pricing: your price never rises
Get Started
Enterprise
Custom
For teams & large firms
  • ✓ For teams managing multiple professionals
  • ✓ Dedicated account team
  • ✓ Volume pricing & priority support
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FAQ

Questions? We've got answers.

The things financial professionals ask most before they start with the Engagement Engine.

Still wondering something? Contact the team.

ChatGPT and Claude write from a blank page: they guess, and they make things up. The Engagement Engine works from real, live data about a specific prospect or client, and every insight it surfaces is sourced back to where it came from. You get something accurate enough to put in front of a client, not a plausible-sounding draft you have to fact-check first.

The Engagement Engine was built from the ground up for regulated industries. There are no CRM integrations, no data sharing agreements, and no in-app messaging, which means no compliance exposure for you or your firm. Every insight is sourced and traceable, never invented, so there are no hallucinated claims to walk back. The platform operates under SOC 2 Type II security standards and has already been approved for use by broker dealers and hundreds of RIAs across the country.

That's the point. The engine does the research, the part that eats your week, so you spend minutes, not days, getting ready to reach out. Most advisors are generating their first prospect brief within their first session.

The Engagement Engine starts at $83 a month on an annual plan ($990 billed annually). The math is simple: the average advisor earns thousands in recurring fees from a single new client relationship. One win pays for the engine many times over, and the hours it saves you on research and meeting prep compound every week it's running.

Know everything about
your prospects.

Know more about the people and companies you want to reach, and turn better research into better conversations.

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