Wealth Management
Investment advisory · retirement · portfolio management
SELL INTO FINANCIAL SERVICES · POWERED BY CASA Reach the advisors and brokers
Reach the advisors and brokers
your database can't see.
If you sell advisor software, fintech, or payments to firms, Casa finds the multi-advisor practices and regional brokers in your category, runs the outreach, and routes only the replies worth your team's time.
BUILT TO REACH FINANCIAL FIRMS AT SCALE
10M+ US Businesses Mapped
Week 4 First Sends Go Live
25 /day Emails Per Mailbox
Every practice
your buyers run.
From multi-advisor wealth firms to regional brokers, we find and reach the financial practices in your category, consolidated by firm and tagged by service.
Mortgage & Lending
Mortgage brokers · refinancing · home equity
Insurance
Life · business · health
CPA & Tax
CPAs · tax preparers · bookkeeping
Banking & Credit
Lending · credit · deposit accounts
Advisory & Planning
Financial advisors · estate · planning
Three motions. One foundation.
Discovery, crafting, routing. Three motions we run end-to-end, plus the infrastructure underneath.
Discovery
A mined universe of 10M+ US businesses, filtered to the financial firms and advisory practices you sell to. Multi-advisor firms consolidated, service-tagged, full profile on each. The regional brokers and independent RIAs Apollo and ZoomInfo can't surface cleanly.
Crafting
Emails tuned to how financial firms actually evaluate a vendor. Service-specific language, the book-of-business and AUM signals that matter to a principal, and patterns from every conversation across the network.
Routing & Delivery
Sends go out, replies come in. When interest fires, we auto-introduce your salesperson on the thread. OOO, negatives, and unsubscribes get filtered out. Your team sees only real conversation candidates.
Before we send a single email.
Most outbound fails because the plumbing was never built. We start with two full weeks of infrastructure work before a single message hits an inbox: domains operated, mailboxes warmed, deliverability monitored. That's why reply rates collapse for other agencies at scale and ours hold.
WEEK 1-2 · FOUNDATION
Build the infrastructure.
Secondary domains acquired, mailboxes authenticated, warm-up sequences begin. Your primary domain stays untouched.
WEEK 3 · VERIFICATION
Verify deliverability.
Inbox placement tested across providers. Sender reputation built before scale. Your team approves the targeting list.
WEEK 4+ · LIVE OUTBOUND
Scale with safety.
25 sends per mailbox per day. Deliverability monitored 24/7. Reputation protected as volume grows.
Deliverability monitored 24/7Sender reputation guardedYour primary domain untouched
From research dossier
to personalized inbox.
Every email starts with a research pass on the firm: service mix, advisor count, local rivals, and the angle most likely to land with a principal. Here's the dossier, and the three emails that came from it.
SW
Summit Wealth Partners
Research complete 91s
SERVICE MIX Investment advisory · Retirement · Estate planning · Tax coordination
LOCAL COMPETITORS Carolina Wealth · Queen City Advisors · Tryon Capital
BUSINESS STAGE 14 advisors · $1.8B AUM · Adding planners
ANGLE IDENTIFIED Lead with book-of-business efficiency and advisor capacity: the numbers multi-advisor RIAs watch when they add headcount.
RESEARCHED FROM
Firm site crawlLocal search resultsOffice footprintContact verification
WHICH PRODUCES THESE PERSONALIZED EMAILS
Beacon Wealth: where does advisor time leak?
Hi Dana, Beacon runs 11 advisors across Tampa. Multi-advisor firms we work with free up 6-8 hours per advisor each week after tightening their portfolio workflow. Worth a 15-minute conversation? Allyson
Researched: Beacon advisor count · Tampa market · portfolio software stackSummit Wealth: faster client payments, fewer write-offs
Hi Priya, Multi-advisor firms lose 3-5% of fee revenue to billing friction and missed ACH pulls. We've cut that for 11 firms this year, most of them RIAs adding advisors. Worth a 15-minute conversation? Allyson
Researched: Summit advisor count · Charlotte RIA market · billing stackLakeside Financial: fewer compliance hours, cleaner records
Hi Marcus, Firms with a connected CRM and compliance workflow cut review-prep time 30-40% and surface fewer audit gaps. With advisor headcount growing at Lakeside, putting the workflow in place before the next exam is where you could pull ahead of the other Twin Cities firms.
Researched: Lakeside services · Minneapolis advisory market · CRM and compliance setupYour buyers, plus everyone else's.
Every reply across the network informs your next move. We see what's working when selling into financial services today, across thousands of conversations, and apply it to your campaigns.
10M+ businesses. Financial firms, deeply mapped.
Financial firms and advisory practices surfaced from a registry Apollo and ZoomInfo can't match: service-tagged, multi-advisor consolidated, continuously refreshed.
OUTBOUND · Chicago, IL Advisor-software sequence to multi-advisor RIAs: "advisor time leak" opener pulled 13% reply rate. Now running in 9 markets.
OUTBOUND · Dallas, TX Fintech sequence to regional brokers: 31% reply rate, 9 meetings booked this week. Pattern shipped to the mortgage and lending segment.
Patterns shipped across the network.
When a sequence breaks through with one segment, we scale it across the network within 48 hours.
REPLY RATE 8.4% ↑ 1.2pt
MEETINGS 12 ↑ 15%
POSITIVE 21 ↑ 4
One dashboard. Outbound, end to end.
Reply rate, positive replies, meetings booked. Plain numbers, always on.
How Casa compares.
Apollo. Outreach. In-house SDR.
ApolloOutreachIn-house SDRCasa
Local Discovery National firmographic database. Can't surface financial firms by service.Sequencing engine. Doesn't surface buyers at all.Prospects from Apollo/ZoomInfo. Same coverage gap.Financial firms and advisory practices: surfaced, service-tagged, multi-advisor consolidated.
Messaging No emails. Contact data only.Templates you write yourself.Generic outbound copy. SDRs write what they can.Emails tuned to how each firm and principal buys.
Infrastructure You bring your own. Hope your domain reputation survives.You bring your own. The tool will cap your sending.Set up by you. Damaged when scale outpaces it.We own and operate it: domains, mailboxes, warm-up, deliverability.
Reply Handling Not their job. Everything goes to you.Every reply lands in your inbox. OOO included.SDRs catch what they can. OOO often slips through.Auto-intros on interest. OOO, negatives, and unsubscribes filtered.
Reporting Usage dashboards only.Sequence metrics. You build the views.SDR-level reports. Spreadsheets and Slack updates.Live dashboards. Reply rate, positive replies, meetings. Daily.
Operators. Engineers. Marketers.
When operators, engineers, and marketers independently reach the same verdict, you can trust it.
Dean Garland's expert team are pioneers in digital marketing. They turn seemingly impossible tasks into growth opportunities, backed by extraordinary leadership.
Dean Garland's technology platform is wildly innovative. I've worked with their product teams in the past and they are top notch.
Dean Garland's deep SEO and paid media know-how reshaped how we engaged clients, raising the bar with clear, plain-language guidance.
We've worked with them for years and have consistently witnessed their impressive results, particularly in SEO.
Innovation and accessibility are baked into Dean Garland's culture.
They quickly understood our needs and delivered an action plan that produced results. We'd hire them again in a heartbeat.
Do you have the firms I sell to?
Yes. Financial services is one of Casa's strongest verticals. We map firms across wealth management, mortgage and lending, insurance, CPA and tax, banking and credit, and advisory and planning, consolidated by firm and tagged by service, including the multi-advisor practices and regional brokers that don't surface cleanly in Apollo or ZoomInfo.
Is outbound to financial firms a good fit for B2B?
Yes. We sell B2B to the people who run the firm: principals, partners, and operators. This is standard business outreach to firm principals, with no consumer or investor data involved. Every send runs from dedicated secondary domains with unsubscribe handling and reputation monitoring.
When will I see my first meetings booked?
Week 4 to first sends, week 4-6 to first meetings, typically. Weeks 1-2 we build the sending infrastructure (domains, mailboxes, warm-up). Week 3 we build your target list of financial firms and advisory practices. Week 4 mailboxes are warmed and live at 25 emails per mailbox per day, and meetings book as replies fire and interest triggers auto-introductions to your sales team.
Is the sending infrastructure included or extra?
Included. Casa owns and operates everything: secondary sending domains, all mailboxes, warm-up, deliverability monitoring, and the platform itself. No separate infrastructure bill, no add-on tools you have to source yourself.
Will outbound damage my brand or domain reputation?
Not the way we run it. Casa never sends from your primary domain. Every send goes through dedicated secondary domains we own and operate for you, capped at a conservative 25 emails per mailbox per day to keep sender reputation strong. If a domain ever takes a hit, your brand stays insulated.
Do you replace my SDR team or work alongside them?
Either. Casa can fully replace outsourced or in-house SDRs, or sit alongside them, feeding qualified replies into your existing sales motion. Most clients use the latter: their AEs take the meetings Casa surfaces while their SDRs keep working their own lanes.
Ready When You Are Built once.
Built once.
Compounds forever.
Book a strategy session. We'll show you the financial firms in your category we can reach, and what the outbound system looks like in action.