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AI Relationship Growth Engine for RIAs and Wealth Managers
Your Outreach Should Be as Personal as Your Advice
Jr Advisor uses AI-powered intelligence to create personalized, fully compliant outreach campaigns that build trust with HNW prospects and convert more interest into qualified conversations.
Get Early AccessWhy Most Advisors Struggle to Grow
You didn't build your practice to spend 15 hours a week on prospecting that yields inconsistent results.
Prospecting Eats Your Week
Real research and personalization on a single prospect takes 30-45 minutes. A full week of effort yields a handful of conversations.
Referrals Aren't a Growth Plan
Some months bring introductions, others bring nothing. You can't forecast AUM growth on a channel you don't control.
No Visibility Into What Works
Manual outreach means no data on response rates, channel performance, or what messaging actually converts.
Compliance Risk
Generic sales tools aren't built for a regulated industry. One misstep can trigger a FINRA red flag, a fine, or an audit.
Your Content Goes Nowhere
You write market commentary and guides, but have no system turning that expertise into consistent outbound touches.
Growth Is Capped by Your Hours
If you're busy serving clients — or on vacation — pipeline generation stops completely.
Your AUM Is at Risk. Do Something About It.
Most advisors grew their book by pounding the pavement. Today, high-net-worth prospects are digitally shielded — the old playbook doesn't reach them anymore.
JrAdvisor.ai doesn't spam. It uses relationship-first AI to find $500k+ HENRYs (High Earners, Not Rich Yet) and established $1M+ accounts, engaging them with the nuance of a human assistant — so your calendar stays full of qualified discovery calls while you focus on the $10,000/hour work: managing relationships.
From Cold Outreach to Compliant AI Prospecting
See Exactly Who You're Reaching
Every prospect, every message, every compliance check — in one view.
One Engine. Every Channel. Full Compliance.
Built specifically for wealth advisors — not a generic sales tool bolted onto your practice.
Relationship-First
Multi-touch campaigns that build trust over weeks, not transactional blasts that get ignored.
Built for Your ICP
Tell us your ideal client (asset minimums, persona, geography). We write the campaign messaging and build the campaigns around them.
Compliance by Default
Every outbound message is logged and filtered against FINRA/SEC guardrails automatically.
Simple, Predictable, Scalable
Three plans built around how your firm grows. Setup and campaign messaging are included in every plan.
- Setup and campaign messaging done for you
- 500 targeted leads/month
- LinkedIn and email
- Automated follow-ups
- 1 campaign
- Setup and campaign messaging done for you
- 2,000 targeted leads/month
- LinkedIn, email, Twitter/X
- 3 campaigns at once
- A/B testing
- Lead scoring
- Setup and campaign messaging done for you
- High-volume leads
- Unlimited campaigns
- Multi-channel + Direct mail
- A/B testing + lead scoring
- Custom CRM sync
Upgrade Your Practice for the AI Age
Call Intelligence
AI joins your initial discovery calls, analyzes your closing rate, and surfaces the next best action based on what the prospect actually said.
Content Recycling Bureau
Hand us one video or one blog post — our AI turns it into 30 days of social posts and 4 personalized email drips.
Estate & Inheritance Tracking
AI scrapers monitor your existing lead list for liquidity events — business sales, promotions, public filings — and trigger a timely, personal outreach.
Compliance Vault
Automatic archiving and red-flag filtering on every outbound message, so your outreach stays FINRA/SEC ready without manual oversight.
Ready to Bring Your Firm Into the AI Age?
Tell us about your ideal client — we'll build the campaign around them.
Get Started