Poseidon is the relationship automation platform built for wealth advisors. Build trust with HNW prospects through personalized, multi-channel campaigns—fully compliant, fully scalable.
See Poseidon in action - tailored to your practice
You didn't build your practice to spend 15 hours a week on LinkedIn prospecting that yields inconsistent results.
Each prospect takes 30-45 minutes of research and personalization. 5-7 hours/week yields only 2-3 conversations.
Referrals are unpredictable—some months you get introductions, others nothing. You can't build a growth plan on them alone.
When you manually prospect, you can't see patterns in response rates or conversion metrics. You're flying blind.
Generic sales tools aren't built for regulated industries. One misstep triggers FINRA red flags, fines, or audits.
You write market commentaries and guides, but have no idea who reads them or who is ready for a conversation.
Growth is tied to your hours. If you get busy with clients or take vacation, pipeline generation stops completely.
"I scored 80M in AUM within two and a half months and another ~40M AUM in estimated pipeline behind it"
Rian W.
CFP CEPA JD, VP of Wealth ManagementFarther AccelerateAUM in 2.5 months
Pipeline Growth
Let's be brutally honest: Why would clients pay 85 basis points for portfolio management when AI can do it for 5? The answer is simple...
They're not paying for portfolio management anymore.
They're paying for trust, relationship, and guidance through life's biggest decisions.
The advisors who win will be the ones clients know, like, and trust
And that happens through consistent content distribution.
You talk. We turn it into authority that drives distribution—on LinkedIn, YouTube, and the AI engines your prospects now ask first.
Position you like a brand, not a business card.
Trained interviewers pull out your knowledge—just two hours on camera a month.
Multiply each idea into weeks of videos, posts, and emails.
Get found when prospects ask ChatGPT, Gemini, or Perplexity who to trust.
Two hours on camera with our trained interviewers, 50+ pieces of content
Every piece is SEC-compliant, archived for you, and syndicated where it gets indexed by AI search—so prospects who ask ChatGPT or Gemini find you already vetted.
of adults under 35 seek investment advice on social media
of Gen Z & Millennials access financial advice via social channels
of Gen Z won't consider an advisor without a social presence
Source: BlackRock Research
When prospects already know, like, and trust you from your content, your outreach actually gets responses.
Poseidon is the relationship automation platform built specifically for wealth advisors. Build trust with HNW prospects through personalized, multi-touch campaigns that feel human—not automated.
Multi-touch campaigns that build trust over weeks, not transactional blasts that get ignored.
Pre-built templates, compliance logging, archiving, and workflows designed for the financial advisory industry—and it connects to the CRM you already run, like HubSpot or Salesforce.
35-40% connection rates and 20-25% response rates through personalized, value-driven outreach.
We handle everything—profile optimization, campaign strategy, daily outreach, content creation—while you focus on serving clients.
Fully Managed Service
Flat monthly fee. No basis points, no commissions, no ownership of your book.
Some lead-gen platforms charge basis points on top of your fee for every client they send—forever. You do the work of serving that client; they collect on it for life. We think that's wrong.
We don't own fractional basis points of your book.
That's just not how we roll.
One predictable monthly retainer for the work we do. No AUM haircut, no revenue share, no per-client commission—and we target 2x ROI in your first year.
Clients we help you win are your clients. Content we create is your content. Nothing we introduce ever carries a Poseidon toll—now or later.
A business-development hire runs ~$200K a year before they send a single message. You get a full growth team—strategy, interviews, editing, outreach, data—for a flat retainer.
See how systematic relationship building converts targeted outreach into predictable AUM growth.
Typical results over a 6-month engagement. Each client = $300K–$1.5M in new AUM.
Join 500+ advisors who've transformed their prospecting with Poseidon. Flat monthly fee—no basis points, no commissions, no ownership of your book. Book a demo today, no commitment required.