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Who Couplr Serves

Couplr collaborates with the following types of partners for their lead generations needs

Lead Generation For Financial Advisors

Find the Right Clients with Couplr Fintech Lead Generation

A lead generation solution to help you find & acquire more ideal clients, for the right reasons, at the right place and time, at a price that just feels right.

Watch this short video to learn more about Couplr lead generation for financial advisors.

Are you a financial advisor that wants to use Couplr for lead generation?

Couplr is currently only available as a white label fintech solution for the companies financial advisors represent.  Ideally this means the company/organization has at least 250 advisors.  We know, not what you wanted to hear!  But, there’s something you can do.  Companies want to do whatever they can to support their financial advisors lead generation efforts and usually are more than willing to listen to suggestions from the field.

What can you do about it?   Share the Couplr lead generation solution with your company and ask them to contact us to learn more how Couplr can be an amazing fintech lead generation solution for them.

Couplr Enterprise Partners:

  • Life Insurance Companies
  • Broker Dealers
  • Wire Houses
  • National & Regional Banks with Wealth Divisions
  • Corporate and Enterprise RIAs
  • Clearing Firms & Custodians
  • Advisor Organizations
  • Aggregators
  • Large money related consumer communities

Couplr is available for these types of partners anywhere but Mars, for now.

How Couplr Lead Generation Compares to the Competition

Lead Generation A

  • Pay for each lead, price based upon networth
  • Monthly spending commitments
  • Leads sold to multiple advisors at once
  • Advisors have to call lead, cold outbound
  • Leads generated by paid ads resulting in lower quality leads
  • Leads based on net worth and ZIP code

  • Flat monthly subscription for unlimited potential leads
  • Consumer driven, they make the first move to speak with an advisor
  • Connecting people on a variety of human dimensions
  • White-label, embeds where warm consumer traffic with intent already exists
  • Inbound leads for advisors
  • Open to all types of advisors

Lead Generation Z

  • Available only to fiduciary (accredited independent advisors) advisors
  • Advisor must have 5 years experience to be on platform
  • Leads are paid for by advisor giving up a % of revenue generated
  • Leads generated by ad spend and SEO
  • Leads primarily based on net worth and ZIP code

Lead Generation A

  • Pay for each lead, price based upon networth
  • Monthly spending commitments
  • Leads sold to multiple advisors at once
  • Advisors have to call lead, cold outbound
  • Leads generated by paid ads resulting in lower quality leads
  • Leads based on net worth and ZIP code

  • Flat monthly subscription for unlimited potential leads
  • Consumer driven, they make the first move to speak with an advisor
  • Connecting people on a variety of human dimensions
  • White-label, embeds where warm consumer traffic with intent already exists
  • Inbound leads for advisors
  • Open to all types of advisors

Lead Generation Z

  • Available only to fiduciary (accredited independent advisors) advisors
  • Advisor must have 5 years experience to be on platform
  • Leads are paid for by advisor giving up a % of revenue generated
  • Leads generated by ad spend and SEO
  • Leads primarily based on net worth and ZIP code