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Buy Investment Leads
Qualified & Exclusive.
Connect your advisors with future savers with established wealth and investors in private management. Concrete Investment projects with pre-qualified budget.
Investment & wealth management in Switzerland: an ultra-competitive market.
With market volatility and persistent inflation, Swiss savers are actively seeking to invest their capital to beat monetary erosion and prepare for their future.
Investing is often a major decision. Individuals compare, simulate, and demand responsiveness. This is where the traditional prospecting model runs out of steam: the client wants to be advised at the exact moment they express their need.
By buying investment leads qualified, you guarantee your advisory firm a steady flow of cases (Initial investment or Discretionary management), with the certainty of dealing with people who have already validated the size of their investment capital.
What a lead contains
- Project type Initial investment / Discretionary management
- Capital to invest > 100,000 CHF
- Capital to invest available. Yes (e.g., 250,000 CHF)
- Risk profile Validated
- Canton of residence Vaud
A strict qualification funnel
The investment sector demands solid cases. We filter intent through smart calculators and targeted advertising.
Google Ads (Intent)
Capturing the direct intent of users searching for transactional keywords such as "swiss investment rate", "swiss financial investment" or "discretionary wealth management".
Meta Ads
Demand generation through targeted advertising: ETF investing, portfolio management, and wealth planning.
Investment qualification questionnaire (Calculator)
The prospect goes through an interactive tool (a calculator) ensuring they have thought about their capital and investment horizon.
Two types of prospects for your firm
We don't send you mere "window-shoppers". Each contact corresponds to a specific stage of the investment & wealth management cycle in Switzerland.
Portfolio Rebalancing
Current investors looking to rebalance their portfolio, diversify into ETFs, stocks, or bonds to secure their returns.
- Existing portfolio identified
- Capital above CHF 50k
- Willingness to diversify
First Investment
Future investors with available savings looking to invest in financial markets through a wealth advisor.
- Available savings confirmed
- Size of investment capital (LPP, 3a, Cash)
- Risk profile defined
Connected directly to your work tools.
In wealth management, responsiveness makes the difference: the first advisor to contact the prospect wins the mandate in 78% of cases. Stop wasting time with manual exports. We automate the delivery of every investment lead in real time.
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Instant Google Sheets Export A live-updated spreadsheet, ideal for your phoning or level 1 qualification teams.
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Connection to your CRM via Webhook, Zapier or Make
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Email notification with the wealth project data
What investment advisors say
They chose to structure their client acquisition with us.
"The filter on the 20% investment capital is a huge time-saver. Before, I spent my days turning down unviable cases. Now, we talk directly about rates and strategies."
"We integrated these leads to complement our network of wealth managers. The volume is steady, and the quality of appointments allowed us to increase the agency's revenue by 35% this year."
"What I appreciate is the transparency. If they can't deliver in a specific canton in a given month, they say so. A true partner for our growth in German- and French-speaking Switzerland."
Estimate your investment volume.
The Cost Per Lead (CPL) in the investment sector varies greatly depending on your criteria: targeted cantons, First investment vs Rebalancing, filters on capital and horizon.
- Define your target budget
- Our team analyzes the market (search rates)
- You receive a precise projection (Volume/CPL)
We answer your questions
Everything you need to know about our Investment leads.
Ready to grow your investment portfolio?
Schedule a strategy call