Wealth Management Firm Generated $42M in AUM From Intent Data
A regional wealth management firm couldn’t find high-net-worth individuals who were actually considering switching advisors. Smart Marketer used intent signals to identify prospects actively researching wealth management options — generating $42M in new assets under management from a single data-driven campaign.
The Challenge
A regional wealth management firm was struggling to find high-net-worth individuals who were actively considering switching advisors. Their referral pipeline was drying up, and digital ads targeting broad income demographics produced leads that rarely qualified.
Finding someone wealthy isn’t the hard part. Finding someone wealthy and looking for a new advisor is.
What We Did
We identified affluent individuals actively researching financial advisory services, estate planning, and wealth management options — and matched them to verified identity profiles with full contact information.
Financial Intent Signals
Monitored research activity across estate planning sites, advisor comparison platforms, and investment management content to pinpoint active evaluators.
Affluence + Intent Layering
Combined behavioral intent data with verified income and asset indicators to ensure every lead met the firm’s minimum AUM threshold of $500K.
White-Glove Outreach Integration
Delivered enriched prospect profiles directly to the firm’s advisory team with talking points based on the prospect’s specific research interests.
Results
The firm stopped competing for attention with generic financial ads and started having conversations with people who were already looking for what they offered. The result was their strongest quarter for new AUM in five years.
“We stopped guessing who might be in the market and started talking to people who were already looking. That shift alone doubled our incoming leads.”
David Harrington — Managing Partner
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