BOOK A DEMO

Two ways to grow. One platform. You pick what you see.

Couplr turns the brand and the book you already have into qualified advisor meetings – no extra ad spend, no cold calls. Tell us which engine you want to see live.

It's not the numbers game. It's the match game.

What do you want to see?

One 30–45 min call. Real humans. Pick one or both on the form below.

One demo. Built around what matters to you.

Couplr runs on two engines. Matching grows the book with new, high-intent clients. Couplr IQ deepens the book you already have. Most firms want both – start with whichever is more urgent.

ENGINE 1 · COUPLR MATCH

Couplr Match

For firm & enterprise decision-makers – marketing, distribution, BD

Turn the marketing traffic you’re already paying for into qualified advisor meetings. Couplr powers your find-an-advisor experience – A consumer takes a short quiz on your site; our 1,300-variable engine matches them to the right advisor on your roster – the consumer reaches out giving you and your firm warm inbound leads that are ready to take action.

ENGINE 2 · BOOK INTELLIGENCE

Couplr IQ

For firm leaders and individual advisors

Upload your client or prospect file and Couplr IQ enriches it with estimated investable assets, life-event prediction, and spending-power data, then hands back a prioritized re-engagement queue – the clients most ready to act, ranked.

COUPLR MATCHING

Turn the traffic you already have into advisor meetings.

Many firms generate great traffic but lose new clients to a lead-conversion problem. In your demo we run a Lead Conversion Audit on your own funnel and show you exactly where intent leaks out – and how Couplr closes the gap.

Where your site is losing high-intent prospects
Why those prospects aren't taking action
How Couplr closes the gap between intent and meetings
How match logic works - without the creepy lead-gen stuff
What advisor profiles look like and how warm intros get made
Why it feels more like dating, less like selling

525% ↑

lead-conversion lift at a top-5 wealth firm – single pilot, no extra ad spend.

Built for enterprise compliance

Consumer-initiated contact means PII never touches the advisor until the consumer reaches out – routed through corporate email for archiving. SOC 2 Type II, and integrated with Wealthbox and Redtail.

95

life events modeled by InterGen Data, plus spending-power signals, used to rank who in your book to call first.

Ranked, not random

IQ tells you where the intent and the opportunity already sit in your book, so outreach starts with the most likely conversations instead of the top of an alphabetical list.

COUPLR IQ

Find the growth already sitting in your book.

Your existing clients are your best prospects – you just can’t see who’s ready. Couplr IQ enriches your book with InterGen Data’s 95-event life-events model and spending-power signals from a national credit data partner, then ranks who to call first.

What your prioritized re-engagement queue actually looks like
How life-event prediction help you surface household income & client planning opportunities
How IQ surfaces estimated held-away assets you're not managing yet
How it plugs into Wealthbox & Redtail, with refreshes
How a solo advisor and an enterprise both put it to work

What to expect

No pressure, no pitch theater. A working session with people who actually built this.

30–45

Minutes, virtual

One call with a real, non-pushy human – not an SDR script.

Q&A

Honest answers

Straight talk on fit, compliance, integrations, and timelines.

Live

Behind the scenes

A real look at how the matching and the magic actually work.

Book your demo

Tell us who you are and what you want to see. We’ll tailor the session to Matching, Couplr IQ, or both.

SOC 2 Type II · Wealthbox & Redtail · InterGen Data · MassChallenge FinTech 2026

Still have questions?

Slide into our inbox: hello@couplr.ai