Let’s match you
to the right plan
You match clients by asking the right questions first. So do we. Tell us who you are, and we’ll only show pricing that actually applies to you.
Pricing for solo advisors
One product, your choice of how to pay. Every lead is matched to you by personality, preferences, and intent — and the consumer always reaches out first.
Per-lead
Buy leads one at a time. Nothing else to pay, ever.
- Pay only when a matched lead contacts you
- Full match summary with every lead
- Redtail & Wealthbox CRM sync included
- Cancel anytime — there’s nothing to cancel
Flat fee per lead. See your rate in the quote below.
Pricing for firms
Two products. Use one, or bundle both and save. Everything is priced by the size of your firm — the quote form gives you the number instantly.
Couplr Match
Your website traffic, matched to your advisors — under your brand.
- One-time setup: white-labeled build, advisor onboarding
- Annual maintenance: dedicated support & updates
- Per lead: pay only when a lead contacts an advisor
Three simple line items. No seat licenses, no usage tiers to decode.
CouplrIQ
Your entire book, continuously enriched — know who to call and why, before they need you.
- One-time installation
- Annual license: your book stays enriched year-round
- Per record: a small fee per enriched record
One list. One run. Done.
Send us your list of clients or prospects. We send it back enriched — who to prioritize, what life events are ahead, and the estimated financial picture. Pay per record, nothing else.
CouplrIQ — List Enrichment
A single enrichment pass on the list you provide.
- Flat per-record price — volume discounts apply automatically
- No installation, no license, no subscription
- Delivered back in your format, ready for your CRM
- Simple usage terms cover how the enriched data may be used
Most lists are quoted same day.
Get an instant quote
Tell us a little about you and we’ll show pricing for your situation right away.
Why we ask first
Couplr exists because one-size-fits-all doesn’t work for finding an advisor — and it doesn’t work for pricing either.
Answer two questions and you’ll only ever see the numbers that apply to you. No tier tables to decode, no “contact sales” dead ends.