Generate $2M+ in new AUM within 90 days—guaranteed
Join 300+ wealth managers who've increased their client acquisition by 35% using our proven digital strategies and automated workflows.
✓ No long-term contracts ✓ 30-day money-back guarantee ✓ Results in 90 days or less
TRUSTED BY 300+ WEALTH MANAGERS MANAGING $2.5B+ IN AUM
Never miss a $1M+ prospect again with AI-powered signals
Our AI monitors 50+ data sources to identify high-net-worth prospects at the perfect moment to engage.
Turn growth strategies into action with flexible, proven workflows
Getting the right strategy is only half the battle: the real value comes from putting it into action. Connect your growth plan to any tool in your tech stack to launch any wealth management use case. Iterate and improve quickly.
Build and optimize your digital presence in weeks
Use proven strategies to transform your online presence into a client acquisition engine. Create compelling content, ensure consistent messaging, and optimize for search—all tailored for wealth management.
Run targeted campaigns conditionally—no marketing team needed
Conditionally run campaigns based on any criteria. Use different messaging for different client segments, target only your best-fit prospects, or build in fallbacks for comprehensive coverage.
Real results from real wealth managers (not just promises)
BuildAUM's strategies + workflows unlock any growth use case
Use proven wealth management strategies alongside flexible workflows to turn any growth idea into reality. From prospecting to client retention, iterate and scale your best experiments.
High-net-worth prospecting
Intent-based outreach flows
Retirement planning campaigns
Client referral programs
Estate planning outreach
Corporate 401k acquisition
Success stories from advisors like you
Real results, real numbers, real impact on their practices
"BuildAUM helped me generate $3.2M in new AUM in just 4 months. Their prospect identification system found 47 qualified leads I never would have discovered on my own. ROI was 12x in the first year."
"In 6 months, I went from 2-3 prospect meetings per month to 12-15. The quality is incredible—average account size increased from $800K to $1.4M. This system pays for itself every single month."
Ready to add $2M+ to your AUM in the next 90 days?
Book your free strategy session now. We'll show you exactly how to identify and convert your next 10 high-net-worth clients.
What you'll get in your free session: