Your highest-value prospects are business owners approaching a sale โ and they're choosing their wealth manager before they close, not after. ClientFinder identifies business owners with a high probability of a liquidity event in the next 1โ3 years, equips you with AI-generated prospect intelligence and personalized outreach, and produces the client acquisition materials that win the relationship before a competitor even gets the meeting.
No pitch. We want to hear about your current client acquisition process and where the opportunities are slipping away.
A business sale is the single largest wealth event in most owners' lives โ and the RIA who is already their trusted advisor when the deal closes captures the AUM. But most wealth managers only hear about a sale after it has already happened, when the proceeds are already spoken for. The business owner chose someone else, or chose no one at all, because no advisor showed up early enough with the right pitch.
The best RIAs don't lose these clients to lack of expertise โ they lose them to a competitor who identified the prospect first and showed up with a more compelling story.
average investable assets generated by a small business liquidity event โ the ideal RIA prospect
before exit is when business owners decide who will manage their post-sale wealth โ you need to be there first
captured from business owners actively staging for a sale that you never knew were approaching an exit
ClientFinder is your AI platform for winning business owner clients โ from spotting the exit signal before anyone else calls to walking into the first meeting with a pitch that wins the relationship.
Stop waiting for referrals. ClientFinder continuously monitors public records and business signals to surface business owners with a high probability of a liquidity event in the next 1โ3 years โ before they choose a wealth manager, and before a competitor calls them first.
ClientFinder doesn't just find the prospect โ it gives you everything you need to walk in the door and win the relationship. When a business owner's exit is 1โ3 years away, the wealth manager who arrives first with the most personalized, intelligent pitch wins the AUM. ClientFinder builds a complete prospect dossier in minutes: estimated business value, projected investable assets post-close, owner profile, tailored talking points, and a ready-to-use outreach strategy.
"I walked into a first meeting already knowing more about the owner's situation than they probably expected. They became a client on the spot."
โ The exact outcome we're building to deliver
The most time-consuming part of winning a business owner client isn't the relationship โ it's the preparation. Pillar C pulls together the prospect intelligence and advisor positioning strategy from Pillars A and B, then generates personalized client acquisition materials in your firm's brand and format โ ready to send or bring to the first meeting.
LinkedIn Sales Navigator helps you find prospects. Your CRM stores contacts. Portfolio platforms manage existing assets. None of them monitor exit signals for business owners, generate AI prospect intelligence and liquidity event sizing, or produce personalized client acquisition materials. ClientFinder is the only platform built around the full RIA business development workflow โ from identifying the prospect to winning the relationship.
| Capability | ClientFinder | LinkedIn Sales Nav Prospecting |
Salesforce / HubSpot CRM |
Wealthbox / Redtail RIA CRM |
Orion / Envestnet Portfolio Platform |
|---|---|---|---|---|---|
| Exit signal monitoring to identify business owners approaching a sale | |||||
| AI prospect intelligence with liquidity event sizing and owner profile | Basic company info | ||||
| Personalized advisor positioning, talking points, and outreach strategy | |||||
| AI-generated wealth preview, first meeting brief, and engagement proposal | |||||
| Connects to public business records, owner data, and industry intelligence | LinkedIn data only | ||||
| Priced for an independent RIA (not enterprise licensing) | |||||
| End-to-end RIA workflow (identify โ research โ outreach โ win) | Prospecting only | Pipeline only | Contacts only | Portfolio only |
The bottom line: LinkedIn Sales Nav helps you search for prospects. Your CRM stores the names. Your portfolio platform manages the assets you already have. None of them identify which business owners are approaching a sale, generate a personalized intelligence dossier on the prospect, or produce the client acquisition materials that win the first meeting. ClientFinder is the only platform covering the full independent RIA business development workflow โ from exit signal to new client โ in a single system built for the independent advisor.
We're in discovery mode. We're not pitching you. We want to understand your current client acquisition process, where the best prospects are slipping away, and what winning a business owner relationship actually looks like โ so we build around what actually matters to independent RIAs.
Tell us about your current client acquisition process โ how you find prospects, how you approach business owners, and where the biggest opportunities are going to someone else. We listen. No sales pitch.
Early participants directly influence which features we build first โ from exit signal monitoring to prospect intelligence to client acquisition materials.
Discovery call participants get first access when the platform launches, at founding member pricing locked in for life.
No commitment. No pitch. Just a conversation about your deal process.
Every month you don't identify business owners approaching an exit is a month your best prospects are choosing someone else โ or no one at all. ClientFinder identifies the right owners before anyone else calls, builds you a complete intelligence dossier in minutes, and generates the personalized materials that win the first meeting. You focus on what only you can do: building the relationship that captures the AUM.
No sales pitch. We listen to you.