WealthIQ's Mobility Score predicts which financial advisors are most likely to move — so your team focuses on the right people at the right time.
Trusted by leading recruiting firms and broker-dealers
Most firms are still recruiting blind. Calling advisors who have no intention of moving while the ones who ARE ready slip to competitors.
Your recruiters are dialing 50 advisors a day. Maybe 2 pick up. Maybe 1 is even remotely interested. That's a 2% hit rate on your most expensive resource.
Retained search firms charge massive retainers to work a handful of candidates. You're paying premium prices for a Rolodex and some phone calls.
Without data on who's actually ready to move, every advisor looks the same. You're guessing. Your competitors with WealthIQ are not.
The Recruiting Edge
Six powerful capabilities that transform your recruiting team from cold callers into precision talent hunters.
Our proprietary algorithm scores every advisor's likelihood of moving based on tenure, firm stability, compensation signals, and 40+ mobility factors. Focus on the right people.
Cell phone numbers, personal email addresses, and LinkedIn profiles for every advisor. Skip the gatekeeper. Reach them directly.
See every move an advisor has ever made. Firm changes, title progressions, tenure at each stop. Spot patterns that predict the next move.
Generate personalized recruiting emails that reference their specific background, firm situation, and career trajectory. No more generic templates that get deleted.
Track every conversation, follow-up, and touchpoint across your entire recruiting pipeline. Know exactly where every candidate stands.
Get instant alerts when an advisor's mobility score spikes, their firm announces M&A, or they hit a tenure milestone. Strike at the perfect moment.
See the Difference
More intelligence, better results, fraction of the cost.
| Feature | WealthIQ $299/mo | Headhunter $50K+ retainer | Cold Calling Time only |
|---|---|---|---|
| Monthly Price | $299/mo | $50K+ retainer | Time only |
| Advisor Coverage | 20,000+ | Limited network | Unlimited |
| Mobility Scoring | |||
| Personal Contact Data | Some | ||
| AI Outreach Writer | |||
| Career Timeline | Manual | ||
| Real-Time Alerts | |||
| Recruiting Pipeline | |||
| Daily Digest | |||
| Scale | Unlimited | 1-2 at a time | Limited |
| Speed to Contact | Instant | Weeks | Days |
| Data Freshness | Daily updates | Stale | N/A |
Pricing
Start with a 14-day free trial. No credit card required. Cancel anytime.
For individual advisors starting their prospecting journey.
For serious producers who need deeper intelligence.
For teams that need shared intelligence and collaboration.
For firms scaling their distribution operations.
For large organizations with custom needs.
What Recruiters Say
“WealthIQ completely changed how we recruit. We went from cold calling 100 advisors to calling the 10 that actually want to move. Placed 4 advisors in 90 days.”
“The Mobility Score is the real deal. We identified an advisor with a 94 score, reached out Monday, had a meeting Wednesday. He moved to our firm within 6 weeks.”
“The AI outreach writer generates emails that actually get responses. Our reply rate went from 4% to 22%. At $299/mo, this replaces a $50K headhunter retainer.”
FAQ
Sign up with your email and get full access to your chosen plan for 14 days. No credit card required. If you love it, choose a plan and keep going. If not, no charge.
We aggregate from SEC IAPD, FINRA BrokerCheck, ADV filings, 13F filings, Form D, state registrations, and proprietary web intelligence. All data is updated in real time as filings are published.
WealthIQ is the only platform with AI-powered meeting briefs, conversation intelligence, and warmth scoring. Our competitors give you a database. We give you an intelligence engine that tells you who to call, what to say, and when to say it.
Yes. Team and Business plans include native integrations with Salesforce, HubSpot, and Microsoft Dynamics. We also offer a REST API for custom integrations on Business and Enterprise plans.
Absolutely. WealthIQ uses AES-256 encryption at rest, TLS 1.3 in transit, and SOC 2 Type II compliant infrastructure. We never share or sell your usage data. Enterprise plans include SSO/SAML and custom data retention policies.
Starter plans get email support with 24-hour response. Professional plans get priority email with 4-hour response. Team and above get a dedicated Customer Success Manager plus Slack/Teams channel access.
Stop guessing which advisors want to move. Start knowing. Join recruiting teams already using WealthIQ to place more advisors, faster.
Start Your Free Trial14-day free trial. No credit card required. Cancel anytime.