The only outreach platform built around RIA compliance from the ground up. Your clients never get emailed. Your state registrations are always checked. Nothing sends without your approval.
Locked in for life. Price goes to $149/mo at public launch.
Every email you send to a prospect carries regulatory risk you're personally responsible for.
You don't have your CRM memorized. Without a live check, it happens — and it's a relationship you can't undo.
You're registered in 3 states. That prospect is in a fourth. Sending that email is a violation.
If a regulator asks what outreach you've done, "I was careful" is not a defensible answer.
Writing, checking, sending, tracking — every email costs 20 minutes of your day.
The platform does the compliance work. You make the final call.
Tell the platform who you're targeting — specialty, location, firm size. Done once.
The platform finds matching contacts automatically and queues them for review.
Every prospect is checked against your CRM, state registrations, FINRA opt-outs, and more before a draft is created.
An AI draft is written in your voice, personalized to the prospect, and placed in your approval queue.
One click to approve or reject. Every decision is logged to your audit trail.
No prospect reaches your approval queue without passing all five. If a gate fails, the prospect is blocked — automatically.
Cross-references the prospect's state against your active RIA registrations. Blocks any state where you are not registered to solicit.
Confirms the prospect matches the professional vertical you are targeting. Prevents off-ICP outreach that wastes your time and budget.
Makes a live API call to your connected CRM (Redtail, Wealthbox, or Salesforce) to check if this person is already your client. The platform never stores your client list.
Verifies against FINRA's BrokerCheck data and the platform's global opt-out registry. Anyone who has previously opted out is permanently suppressed.
Validates the email address is deliverable before drafting begins. Prevents hard bounces that damage your domain reputation.
Flat monthly fee. Everything included. Cancel any time.
Locked in for life. Price goes to $149 at public launch. Early access, direct line to the team, and your input shapes what gets built next.
For established advisors with larger prospect pipelines and multi-CRM needs.
For RIA practices with multiple advisors who need firm-level compliance oversight.
Other platforms give you a contact list. We give you a compliant path from that list to a sent email.
| Feature | Phantom Agent | Wealthfeed | DIY (Gmail + Apollo) |
|---|---|---|---|
| Prospect discovery | ✓ | ✓ | ✓ |
| Live CRM suppression (no stored client data) | ✓ | ✗ | ✗ |
| State registration check | ✓ | ✗ | ✗ |
| FINRA opt-out check | ✓ | ✗ | ✗ |
| AI email drafting in your voice | ✓ | ✗ | ✗ |
| Advisor approval before send | ✓ | ✗ | Manual |
| Full audit trail for regulators | ✓ | ✗ | ✗ |
| Pricing | From $79/mo | $2,399/yr + $1/lead | Hours of your time |
CRM suppression is a live API call at send time. We verify in real time and log the result — nothing is stored.
Every gate result, approval, and send is written to an immutable audit log you can export and show a regulator.
Dry-run mode means the entire pipeline can run without a single email leaving your queue until you say go.
Emails send from your own connected inbox — not a shared platform domain. Your sender reputation stays yours.
Founding advisors lock in $79/month forever and get direct input into every feature we build. The list will close when it's full.
Claim Your Founding Advisor Spot