AI-assisted LinkedIn Lead Generation For Financial Advisors

We help thousands of Wealth Managers & Personal Finance Professionals automate prospecting & book more meetings with qualified client leads.

Rated by 100+ clients on Capterra and other independent review sites.
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We power 1,000s of high value connections every day



Grow your lead pipeline, minus the manual effort

We leverage data from millions of messages in top-performing LinkedIn campaigns - to target & engage your most qualified decision makers with proven, personalized outreach sequences.

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"Helps me grow my business and referrals. I love that I have ONE person who I can go to with any issues or questions, who checks in with me, and helps me rephrase my messaging if I'm feeling stuck."

Lauren Woodward
Health Insurance Broker - Kemper

"Co-Pilot- A great piece to any prospecting plan. It's precision of connecting with exactly the people I'm looking for, and it is very easy to use."

Alexander Walker CFP
Certified Financial Planner - Detalus Advisors

"Loving CoPilot so far - Danna and the entire team make it such a great experience!"

Dan Rodriguez
Wealth Manager - Northwestern Mutual



10X your outreach to high-net-worth individuals

With high client lifetime value and long sales cycles, Personal Finance Pros must juggle between cultivating relationships vs. hitting numbers. Our LinkedIn automation software make it easy to do both.‍

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White-label the #1 LinkedIn outreach automation tool

Learn how our Agency resellers regularly exceed 100% markup on licensing costs. Earn passive income, improve margins, & differentiate against competitors by white-labeling the most powerful LinkedIn lead generation tool for your clients.

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The secret weapon for outbound teams

Use our dedicated Teams solution to prevent duplicate outreach between agents, compare performance, and share top-performing campaign templates. Easily add/remove users & manage permissions across your organization.

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On-demand support whenever you need‍

We assign you a North America based dedicated Account Strategist to help you succeed every step of the way, so you can focus on what you do best, while we do the heavy lifting.‍

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We make relationship-based selling scalable



On-demand support whenever you need‍

We assign you a North America based dedicated Account Strategist to help you succeed every step of the way, so you can focus on what you do best, while we do the heavy lifting.‍

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.


White-label the #1 LinkedIn outreach automation tool

Learn how our Agency resellers regularly exceed 100% markup on licensing costs. Earn passive income, improve margins, & differentiate against competitors by white-labeling the most powerful LinkedIn lead generation tool for your clients.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.


The secret weapon for outbound teams

Use our dedicated Teams solution to prevent duplicate outreach between agents, compare performance, and share top-performing campaign templates. Easily add/remove users & manage permissions across your organization.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Lets dig a bit deeper

Watch the short videos below to see how CoPilot AI automates your sales pipeline.

Target your ideal prospects

Search LinkedIn users based on Job Seniority, Industry, Location and more.

See how:

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Convert prospects into leads

Expand your network at scale with value-driven & personalized outreach.

See how:

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Nurture & follow-up on autopilot

Use our proven campaign workflows to grow your deal flow.

See how:

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Talk to us about finding more leads for you

Rated by 100+ clients on Capterra and other independent review sites.

"I'm putting more meetings on my calendar with people I normally wouldn't make the time to seek out or follow up with."

Sam J

Managing Director, Financial Services

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