Reach the firms and advisors you sell to, and hand your reps the ones who reply.
The people who run financial firms are busy and hard to reach. You tell us who you want to sell to. We find them, write to each one in plain language, and hand your reps the ones who want to talk.
The firms we can reach.
From independent advisors to multi-office firms and regional brokers, found by the services they offer and where they are.
Firms found by service and by city.
Tell us who you sell to: which services they offer, what size of firm, and where. We build the list from 10M+ US businesses, sorted by location and by service, so it includes the independent advisors and regional brokers that lead databases miss. You get up to three verified contacts for each firm.
Written to the people who run the firm.
Every email goes to a principal, a partner or an operations lead. We only write to the business, so no client of the firm is contacted and no account information is involved. Each contact is verified before the first email. Anyone who asks to be removed goes on a do-not-contact list that applies to every campaign you run.
A pitch written the way firm owners talk.
Principals can tell when an email was written by someone who doesn’t know their business. Your account team works out the pitch with you: the angle for each kind of firm, the offer, the proof, the tone and what to leave out. You approve it, and every email is written from that brief and what we know about the firm.
We send every email, follow up, and hand off the replies.
We write each email from what we know about the firm and send it from domains we set up and run, so your main domain never sends. We read and sort every reply. When someone is interested, we introduce your rep on the same email thread. You approve two things: who we contact and what we say.
See how AI SDR works →Your reps only see the replies worth their time.
Principals reply between client meetings, and most replies are a no, a not now or an auto-reply. We read and sort every one. Your reps only hear about the people who want to talk, with background on each firm. We schedule a follow-up for anyone who says later, and remove anyone who asks.
Built for the companies that sell to financial firms.
What you sell decides who goes on the list and what the pitch says.
Software for advisors
CRM, planning, reporting and compliance tools. The list is built by kind of firm and size, and the pitch speaks to the hours a principal wants back.
Fintech and payments
Payments, lending platforms and custody. The pitch leads with what changes for the firm’s clients, and goes to the principal who decides.
Services for firms
Compliance, marketing, staffing and training. The list is built city by city, so your reps work the territory they cover.
What you see each week, and any time you log in.
The list, the emails and the meetings, all in Casa.
Straight answers about outbound to financial firms.
Can you find the firms we sell to?
Tell us the services they offer, the size of firm and the cities. We build the list from 10M+ US businesses, sorted by location and by service, across wealth management, mortgage and lending, insurance, CPA and tax, banking and planning. It includes multi-office firms and regional brokers as well as independents.
Who do you email?
Principals, partners and operations leads. We only write to the business, so no client of the firm is contacted and no account information is involved. Anyone who asks to be removed is removed, and stays off every campaign you run.
Does it send from our domain?
No. Outreach goes out from secondary domains and mailboxes we register, authenticate, warm and monitor, at 25 sends a mailbox a day. Your primary domain never sends, and no domain or mailbox cost is passed through to you.
What do we have to do?
Approve two things: who we contact and what we say. After that, we hand your reps the interested replies, with background on each firm.
When do the first emails go out?
Sending domains and mailboxes are set up in weeks one and two, deliverability is verified in week three, and the first sends go out in week four. Mailboxes warm for two weeks or more before they send.
Do you guarantee meetings?
No. What you see is every email sent, every reply and every meeting booked, by week, and we change the pitch when the numbers say we should.
What does it cost?
Three plans, Starter, Growth and Scale, sized by how many companies are on the list and how many emails go out a month. The pricing page has the details.
See which firms you could be reaching.
Tell us what you sell and the cities you sell into. We’ll pull a sample of the firms and contacts AI SDR would find, and show you the first pitch.