Find the independent advisors, between the busy seasons.
Oxpium builds the list of wealth management firms in your area, finds each founder, tells you when a firm hires or opens, and runs the campaign at the right time.
- 33,000registered investment advisory firms in the US
- 16,500of them large enough to register with the federal regulator
- 8people on average at the advisers that serve individuals
- < 9 minfrom the first sentence to a live campaign
The independent firms in your area, from solo planner to a team of twenty.
A solo planner and a fifteen-person firm with an in-house tax team don't pick the same funds or the same software. Tell the agent the area, the size and the clients they serve: it searches professional databases, public sources and each firm's website, removes the duplicates, and hands you a list.
- Reading the request
- Professional databases · investment advice, North Carolina
- Headcount 3 to 20
- Cross-checking and de-duplicating
214 firms between 3 and 20 people.
An area
A state, a metro or a radius around a city. The agent covers the whole area and hands you one list, with no duplicates and no closed firms.
A size
A solo planner or a firm of twenty: headcount comes from professional databases, so you can target the firms that already have a team.
A client niche
Physicians, business owners, retirees, tech employees: the agent reads each firm's website and keeps the ones that lead with that niche.
How they work
Fee-only or commission, a CFP on the team, tax planning in-house: the agent notes what each website says and puts it in its own column.
The founder of each firm, and what they already offer.
At an independent advisory firm, the founder advises clients, picks the partners and signs off on the software. It's worth reaching them directly, and knowing what the firm already offers before you call. The agent fills in the columns row by row and verifies every email before adding it.
- Reading the request
- Reading websites · 214 firms
- Verifying emails
189 contact emails found and verified.
The website email
The agent reads each firm's website, finds the contact email published there and verifies it before adding it to the list.
The founder
The founder or managing partner, with a verified email and a cell when there is one. They pick the partners the firm works with.
Services and clients
Retirement, tax planning, estate, investment management: what each website says, sorted into columns, so you know what to pitch.
Online scheduling
A column shows whether each firm lets prospects book a call online, so you know where it stands on tools before you write to it.
Automations that spot the firms on the move.
An advisor who goes independent, a firm that hires its second planner or adds tax planning will rethink its partners and its tools. Each automation reruns its search on schedule and adds what just changed to the top of the list. Those are your signals, and they show up on their own.
- Business listings · new this week
- Reading websites
- Adding to the top of the list
Latest runs
- Mon, Oct 12+2
- Mon, Oct 5+2
- Mon, Sep 28+1
- Mon, Sep 21+3
2 new firms this week, added to the top of the list.
New firms
Every Monday, an automation adds the advisory firms that just showed up in business listings, often advisors leaving a large firm.
Hiring
Every morning, another flags the firms that post an opening for an advisor or a paraplanner, with a “Hiring” badge and the job title.
New services
Every month, the agent rereads each firm's website and flags the ones that add a service, like tax planning, estate or 401(k) plans.
Your own watch
Any watch you can write in one sentence, like firms announcing a merger: the agent reruns it on schedule and tells you what changed.
A campaign that stays clear of tax season and year-end.
In March and April, advisors chase tax documents for their clients; in November and December, they handle required distributions and year-end moves. Run your campaigns from late April to June and from September to mid-October: the sending window follows the hours advisors aren't in client meetings, and the sequence stops on the first reply.
Subject For your client_niche clients
Each variable is a column of your list, filled in by the agent.
Between the busy seasons
Late April to June, then September to mid-October: campaigns go out Tuesday to Thursday, 8 to 10 am, before the first client meeting.
Calls from the browser
You call from your browser, early in the morning when founders pick up. Every call is recorded, transcribed and summarized in the list.
Tailored messages
Every email is built from the list's columns, and an agent step rereads the firm's website to mention its clients and the services it offers.
Stops on reply
As soon as a founder replies, the sequence stops for their firm. You take it from there, and the next follow-up never goes out.
Frequently asked questions
Write “independent wealth management firms with 3 to 20 employees in North Carolina”. The agent searches professional databases and public sources, removes duplicates and closed firms, and hands you the list with each firm's headcount, founding year and website. It takes a few minutes.
Ask for “the founder of each firm, with their email and cell phone”. The agent looks for them firm by firm, reads the team page of the website, verifies every email and adds the cell when it finds one. When the founder can't be found, the firm's contact email takes over.
Tell the agent once: “every morning, flag the firms on my list that post a job opening”. The automation runs on its own, and the firms that just posted land at the top of your list with a “Hiring” badge and the job title. A second advisor often means new tools and new partners.
A first email that mentions the clients each firm leads with, a call two days later, then a follow-up the agent writes from what the firm already offers. Emails go out from your own mailbox Tuesday to Thursday between 8 and 10 am, calls from your browser, and the sequence stops as soon as a firm replies.
For 400 firms with their website read, 330 verified founder emails and about 140 cell phones, count around €60 of data on top of the subscription. An agency typically charges €1,500 to €2,500 for a comparable list, delivered once and never updated.See pricing
Yes. The agent reads each website and tells an independent firm apart from the branch office of a bank or a large brokerage. You keep the independents, and what each website says about fees and credentials goes in its own column.
Related industries
Your next list
is one sentence away.
Create an account, describe your target, watch the agent work. No credit card.