AI-driven, compliant growth for financial advisors.
AI agent that helps you grow your AUM with compliant outbound.
Targeted list building
We find prospects who fit your ideal client profile, eliminating hours of manual research.
Personalized, compliant outreach
Stop using the same email templates as everyone else. We draft emails in your voice, tailored to each prospect.
Outbound, built in
A native email sequencer and LinkedIn integrations with audit trails and compliance review built in.
Compliance first
Compliant per Advisers Act Rule 206(4)-1, 204-2, and FINRA/SEA 17a-4. We let you rest easy while growing your practice.
Grow your AUM
From prompt to pipeline.
Describe your ideal client
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Built for compliant outbound.
We help you use personalization at scale without risk of unsubstantiated claims or non-compliant outbound.
Subject
Note about {{company}} · post-exit planning
Body
Hi {{first_name}}, {{company}} recently had a liquidity event — wanted to reach out…
Type //...// for AI prompt injection
Message drafting.
GillyReach drafts personalized messages in your voice so every prospect gets a tailored message, not a blast template.
Shared campaign · 23 contacts
Compliance review.
Our compliance review workflow is ready for your Chief Compliance Officer or broker-dealer to review and approve.
Email account
Compliance
Pack CR-18402 approved · cadence unlocked
Message sending.
Only after approval does the campaign send. Each message is tracked and archived for compliant record keeping.
LinkedIn and email outbound built in.
Gmail
Send & track from your inbox
Outlook
Microsoft workspace, fully synced
HeyReach
LinkedIn outreach at scale
Smartlead
Email marketing, automated
Questions from RIAs
Common questions from advisory firms. If you need something specific—especially around your broker-dealer or compliance process— get in touch.
- →Broker-dealer & compliance integration (no extra fee) — We work with your OSJ or compliance team to fit approvals, records, and supervision into your workflow. That integration work is included—we don’t charge separately for aligning with your firm.
- →Custom integrations for your stack — Need a hand connecting to your CRM, archival, or internal tools? We’ll scope it with your team.
- →Enrichment & resolution for your lists — Bring firm-approved lists and we help enrich, de-dupe, and prepare them for review-ready outreach.