FINANCIAL SERVICES

Scale your book without scaling your team

Accelerate growth with fully managed, AI-powered financial advisor prospecting. CoPilot AI’s agents identify qualified prospects, start personalized conversations, and turn outreach into long-term client relationships.

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FINANCIAL SERVICES

Find your next high-value client

CoPilot AI’s team of agents identify and engage individuals with a genuine interest in your services.

Strategy Agent

Defines your highest-value clients and builds a LinkedIn outbound strategy for scalable growth.

Targeting Agent

Identifies high-fit prospects based on market signals and crafts compliant, value-driven campaigns tailored to your advisory niche.

Reply Agent

Engages prospective clients and books qualified meetings directly into your calendar.

The foundation behind your team of agents

Under the hood of your LinkedIn outbound engine.

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ROI calculator

Estimate your projected pipeline, revenue, and ROI in minutes.

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ROI — 6 months

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Show Pipeline

"I’m always thinking about different ways to connect with entrepreneurs and founders and for me, I like having CoPilot AI be this solution I can depend on. I probably cannot tell you any other software I’ve ever used that’s giving me such a direct ROI."

Jason Malki

Founder & CEO @ StrtupBoost

"The best part is I can set it and forget it. I let it run in the background and wait until people come through who are ready to talk. I genuinely use CoPilot AI as if it’s my BDR and that’s how I’ve structured my entire sales organization so far."

Greg Wise

Co-founder @ OneScreen AI

"CoPilot AI is incredible. Since our ICP lives on LinkedIn, it's the perfect way to start conversations without getting lost in an email echo chamber. It works. It's easy to use. It converts meetings."

Eric Kerkes

Director, GTM @ Pursuit

"Overall I've been very happy with this tool which has initiated conversations leading to 5 new households totalling approximately $3.3M in new assets. It basically works for me in the background as I carry on with my normal day."

Sheena Schreiner

Investment Advisor @ Wellington-Altus

"Before CoPilot AI, I wasn't connecting with C-suite executives on a national basis. Leaders in companies that had $35 million to $20 billion in annual revenue was my bread and butter. I didn't want to limit myself to networking events – but instead, scale at a national level."

Karen Brown

CEO @Exponential Results

"In just 6 months, I've had 200 introductions which has led to at least 70 meetings. And of those, I've closed seven new client households with a total of 21 policies. CoPilot AI brings me extra introductions every week that I just wouldn’t be able to get in-person or manually."

Aaron Curry

Partner @ Catalyst Finance Group

"Despite building my company from scratch with 2 business partners since last June, we're projected to hit $800,000 revenue by the end of this year, relying solely on CoPilot AI for my outbound outreach."

Chantil Ellenburg

Co-owner @ Tradewize Recruiting

"Time is really on your side when you're working with CoPilot AI. I used to spend hours and hours on phone calls to nowhere. And with CoPilot AI, I have been able to target effectively. The people I get a hold of are actually, truly interested."

John S. Simpson Jr.

Senior Market Strategist @ Walsh Trading

"I think CoPilot AI does a great job at alleviating all the cumbersome work of prospecting. For a BDR, it's a blessing. A lot of teams still do it manually because they don't have a tool in place."

Anthony D'Silva

Team Lead, Business @Humi Soft Inc.

"Although it's been only 4 months since I started using the platform, business generated through CoPilot AI has grown into 10% of my overall revenue. More importantly, Im getting higher quality leads that refer me to other leads, that refer me to others. It's like a domino effect."

Jim Shagawat

Partner Advisor @ Advice Period

"I've booked 33 meetings & 9 warm leads in just over 60 days. I've even managed to lower my cost per lead to just shy of $18. I wouldn’t be able to achieve anywhere near this prior to CoPilot AI."

Xavier Chang

Principal Consultant @ XC Consulting LLC

"The platform gets better and better. There seems to be a critical mass aspect to CoPilot AI. My search lists are getting better, and my account is becoming more established. I've gotten 40 new connection replies within the last couple of days."

Damir Geljo

VP, Sales @ Omnigence Asset Management

"We've grown tremendously. We grew in 2020, 30%, 2021, 33%, and 2022, 65%. And we have no sales department. I watch a baseball game late at night. I turn on CoPilot AI every night and I go through for about a half hour and I respond to everyone. Can't get easier than that."

John Durante

Principal @ Risk Logic Inc.

Frequently asked questions

Still have questions? Book a free consultation and we would be happy to answer.

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Is CoPilot AI compliant for financial advisors and RIAs?

Absolutely. CoPilot AI allows regulated users to scale their outreach without sacrificing compliance. By combining structured messaging with a compliance pre-approval step, and keeping a human-in-the-loop to review inbox responses, we ensure you stay completely compliant. You always maintain full control over your messaging to meet FINRA, SEC, or internal standards.

Can CoPilot AI help me attract high-net-worth clients specifically?

Yes. CoPilot AI is designed with precise financial advisor prospecting in mind. The platform filters prospects by professional role, seniority, industry, and wealth-indicating signals, so your outreach reaches the right people at the right level. Whether you're targeting ultra-high-net-worth individuals, family offices, or C-suite executives, CoPilot AI supports a more strategic approach to high-net-worth client acquisition than broad, untargeted campaigns. Think of it as a smarter financial advisor lead generation service built around the quality of your pipeline, not just the volume.

Will CoPilot AI replace relationship-based selling?

Not at all, and that's the point. The most successful wealth management and financial advisory practices are built on trust and long-term relationships, and no AI changes that. What CoPilot AI does is handle the time-consuming work of sourcing prospects, executing outreach, and managing follow-ups, so you can focus on what actually moves the needle: consultations, financial planning, and deepening client relationships. AI tools for financial advisors like CoPilot AI aren't replacing advisors, they're freeing them to do the high-value work that no automation can replicate.

Scale your book without scaling your team

Find your next high-value client

Strategy Agent

Targeting Agent

Reply Agent

The foundation behind your team of agents

Your online presence + market signals

Reply Prediction AI

Intent Analysis AI

ROI calculator

"I’m always thinking about different ways to connect with entrepreneurs and founders and for me, I like having CoPilot AI be this solution I can depend on. I probably cannot tell you any other software I’ve ever used that’s giving me such a direct ROI."

"The best part is I can set it and forget it. I let it run in the background and wait until people come through who are ready to talk. I genuinely use CoPilot AI as if it’s my BDR and that’s how I’ve structured my entire sales organization so far."

"CoPilot AI is incredible. Since our ICP lives on LinkedIn, it's the perfect way to start conversations without getting lost in an email echo chamber. It works. It's easy to use. It converts meetings."

"Overall I've been very happy with this tool which has initiated conversations leading to 5 new households totalling approximately $3.3M in new assets. It basically works for me in the background as I carry on with my normal day."

"Before CoPilot AI, I wasn't connecting with C-suite executives on a national basis. Leaders in companies that had $35 million to $20 billion in annual revenue was my bread and butter. I didn't want to limit myself to networking events – but instead, scale at a national level."

"In just 6 months, I've had 200 introductions which has led to at least 70 meetings. And of those, I've closed seven new client households with a total of 21 policies. CoPilot AI brings me extra introductions every week that I just wouldn’t be able to get in-person or manually."

"Despite building my company from scratch with 2 business partners since last June, we're projected to hit $800,000 revenue by the end of this year, relying solely on CoPilot AI for my outbound outreach."

"Time is really on your side when you're working with CoPilot AI. I used to spend hours and hours on phone calls to nowhere. And with CoPilot AI, I have been able to target effectively. The people I get a hold of are actually, truly interested."

"I think CoPilot AI does a great job at alleviating all the cumbersome work of prospecting. For a BDR, it's a blessing. A lot of teams still do it manually because they don't have a tool in place."

"Although it's been only 4 months since I started using the platform, business generated through CoPilot AI has grown into 10% of my overall revenue. More importantly, Im getting higher quality leads that refer me to other leads, that refer me to others. It's like a domino effect."

"I've booked 33 meetings & 9 warm leads in just over 60 days. I've even managed to lower my cost per lead to just shy of $18. I wouldn’t be able to achieve anywhere near this prior to CoPilot AI."

"The platform gets better and better. There seems to be a critical mass aspect to CoPilot AI. My search lists are getting better, and my account is becoming more established. I've gotten 40 new connection replies within the last couple of days."

"We've grown tremendously. We grew in 2020, 30%, 2021, 33%, and 2022, 65%. And we have no sales department. I watch a baseball game late at night. I turn on CoPilot AI every night and I go through for about a half hour and I respond to everyone. Can't get easier than that."

Frequently asked questions