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Pricing

Simple, transparent pricing. No annual contracts, no seat licenses. Pay for the data you need, nothing more.

Starter

$750 one-time purchase

For teams testing the water.

Up to 1,000 advisor records
CRD-verified records
Advisor name, firm, address, phone
AUM segmentation
License filtering
CSV delivery
Get Started

Enterprise

Custom

For large-scale data needs.

10,000+ advisor records
Everything in Growth
Recurring deliveries
CRM integration
Custom data fields
Volume discounts
Talk to Sales

Need verified email or mobile? Direct email and mobile phone enrichment available as add-ons. Contact us for enrichment pricing based on your volume.

Frequently Asked Questions

Are there any hidden fees or minimums?

No. List pricing is all-inclusive. No platform fees, no setup costs, no minimum order size. Starter lists cover up to 1,000 records for $750.

Do you offer annual contracts for lower pricing?

We can structure recurring deliveries with volume-based pricing for teams that need ongoing data. But there's no requirement to commit annually. Monthly, quarterly, or ad-hoc orders all work.

What's included in 'CRD-verified records'?

Every contact is cross-checked against FINRA BrokerCheck and SEC IAPD. You get confirmed registration status, license type, firm affiliation, CRD number, and active/inactive status. This is included at every pricing tier.

Can I start small before a large order?

Yes. The Starter tier covers up to 1,000 records for $750 so you can evaluate the data quality before scaling. No annual contract.

What if the data doesn't meet my quality standards?

We guarantee 95%+ deliverability on email enrichment orders. If your delivered list falls below that threshold, we replace the bounced contacts at no charge.

Get the Advisor Data You Need

Tell us your criteria. We build the list.

Get Advisor Data

FINRA verified · 3-5 day delivery · No annual contracts