Qualified HNW Appointments.
Delivered Monthly.
We connect wealth managers with pre-qualified high-net-worth prospects who have the assets, the intent, and the urgency to move. No cold lists. No wasted calls.
How It Works
A system built for wealth advisors.
From ICP definition to calendar-ready appointments — everything is engineered to deliver prospects who have the assets and the intent.
ICP Definition
We Define Your Ideal Wealth Management Client
We map your exact client profile — minimum investable assets, jurisdiction, asset types, switching triggers, and exclusions. This becomes the targeting foundation for every campaign we run on your behalf.
Intent-First Acquisition
We Target HNW Individuals Actively Researching
Using multi-channel targeting across Meta, Google, and LinkedIn, we identify and reach high-net-worth individuals who are actively looking for wealth management solutions — not cold audiences who have never considered switching advisors.
Multi-Layer Qualification
Every Prospect is Verified Before You See Them
Prospects are qualified on investable assets, timeline, jurisdiction, and genuine intent before any appointment is booked. Our qualification layer filters out window-shoppers so your calendar is filled with serious prospects only.
Calendar-Ready Delivery
Qualified Appointments Booked Directly Into Your Calendar
Qualified prospects book directly into your Calendly. You receive a full brief on each prospect before the call — assets, intent, and context — so you can walk in prepared and close with confidence.
Who We Serve
Built for Every Type of
Wealth Advisor.
Pricing
Appointment Packages.
Built Around Your Practice.
All packages are tailored to your ICP, target jurisdiction, and monthly appointment volume. Book a call to get a custom quote.
Starter
For advisors testing a new acquisition channel alongside referrals.
- 10 qualified HNW appointments/mo
- Custom ICP setup
- Calendly integration
- Pre-call prospect briefs
- Dedicated account manager
Growth
For advisors ready to build a predictable, scalable pipeline of HNW clients.
- 25 qualified HNW appointments/mo
- Advanced multi-jurisdiction targeting
- Daily pipeline reporting
- Asset verification layer
- ICP refinement & A/B testing
- Dedicated account manager
Enterprise
For wealth management firms that need volume and full pipeline infrastructure.
- 50+ qualified appointments/mo
- Everything in Growth
- Multi-advisor calendar management
- Custom CRM integration
- Monthly AUM projection reporting
- Dedicated growth strategist
Platform
Your Growth Engine —
In One Dashboard.
Manage, qualify, and convert your leads in real time.
- Real-Time Lead Delivery
- AI Qualification System
- Built-In Calling & SMS
- Pipeline & Lead Tracking
- Performance Insights
A complete system to turn leads into revenue.
3 leads ready for call — high close probability detected.
Testimonials
Trusted by
Wealth Advisors.
"Leadvon transformed our prospecting entirely. Within 90 days we had a consistent flow of qualified HNW appointments — prospects who already understood wealth management and were ready to talk seriously."
Thomas Brunner
Senior Wealth Advisor, Zurich
We're Hiring
Join the Team.
Build What's Next.
We're actively hiring for CFO, Account Manager, Marketing Director, and HR Manager. Come build with us.
See Open PositionsOur Mission
"To empower businesses with data-driven strategies that deliver measurable results, sustainable growth, and a lasting competitive advantage."
Private Wealth · Advisory · Growth
Ready to Fill Your Calendar?
Book a free discovery call. We'll show you exactly how many qualified HNW appointments we can deliver for your practice each month.
No commitment required · Custom ICP setup · Qualified prospects only