For financial advisors
Meet the clients who chose you first.
Couplr matches consumers to advisors on what actually matters: shared values, life stage, the way they want to be talked to. They read your profile, they decide, and they reach out to you.
No cold calls. No shared leads. You pay only when a matched consumer contacts you.
Why growth is hard right now
Today consumers find advisors the way they found a plumber in 1995.
The lead you bought was never yours
You paid for a name. So did three other advisors. The person on the other end did not ask for any of you, has no idea who you are, and owes you nothing. You pay whether or not they pick up. That is not a pipeline. It is a raffle you keep entering.
The people who want you cannot find you
Somewhere there is a consumer looking for exactly what you do, for exactly the kind of person you are. They end up on a directory that sorts by ZIP code and credential. Fit never enters the picture. They scroll, they stall, and they leave without choosing anyone.
You did not become an advisor to buy names off a list. Cost isn't the bottleneck. Fit is.
What you get
One engine grows your book. One deepens it.
New clients who picked you
Consumers take a short quiz, get matched to advisors on behavior and fit rather than proximity, and make the first move themselves. You meet people who already decided they want to talk to you.
The opportunity already in your book
Your existing client list, enriched and prioritized, so you can see who is about to have a moment that matters and who is holding assets somewhere else. Your next best client is often already a client.
Couplr Match
They choose you before you ever hear their name.
Nothing about you is pushed at anybody. A consumer works through the quiz, sees who fits, and reaches out. No personal details reach you until they decide to make contact.
You build a real profile
Credentials, specialties, how you work, who you are best for, in your own words. Not a row in a table sorted by distance.
A consumer gets matched
A short, non-invasive quiz feeds a matching engine built on more than 1,300 behavioral variables. Values, life stage and communication style, not ZIP code.
They reach out to you
You get the full match summary explaining why the two of you fit, synced straight into Wealthbox or Redtail. Warm, inbound, and already interested.
Couplr IQ
Your next best client is probably already a client.
Upload your book. IQ enriches it with income and spending-power data from Equifax and a 95-event life-events model from InterGen Data, then hands back a prioritized list. Not more names. Better timing on the ones you already have.
- Who is about to moveA life event you would not have known about is usually the difference between a conversation that lands and one that does not.
- What is held awaySee where a client's assets are sitting outside your relationship, so the conversation starts from something real.
- Who to call firstA prioritized queue rather than an alphabetical list, so a week of outreach is aimed at the people most ready to act.
- One list or an ongoing viewEnrich a single list once with no subscription, or run it continuously with quarterly refreshes if you have a firm behind you.
Pricing
You pay when someone contacts you. Not before.
No platform fee. No seat license. No setup cost, and nothing to install. A flat fee per matched consumer who reaches out to you, with the full match summary and CRM sync included every time.
Couplr IQ is priced separately: a one-off enrichment if you just have a list, or an ongoing subscription for firms.
It's not the numbers game. It's the match game.
Dr. Meghaan Lurtz, Chief Behavioral Officer
Help the right advisor and the right client find each other on what actually matters.
What does an institutional partner say about advisor time?
The American College of Financial Services makes the same argument to its designees. Jared Trexler, its Executive Vice President and Chief Growth Officer, put it this way: an advisor’s best skill is serving clients, not “how do I go out here and be my own business development and do my own marketing — that’s going to stifle growth.” He also cited College research finding the industry needs to hire 500,000 advisors and agents over the next decade to keep up with demand. Read the full case study and interview.