What should a financial advisor put on an About page?
A useful advisor About page answers five questions plainly: who works at the firm, whom it helps, what they do, how the firm is paid, and what comes next.
Read on the blog →
Access new clients
in minutes with Valora.
If you're looking for the perfect clients, we'll deliver them straight to your inbox and give you the tools to manage them throughout the sales process. We work exclusively with SEC registered firms.
Scale your book.
Keep your independence.
Improve your close rate.
Valora gets prospective clients who are actively looking for an advisor in front of you, then gives you the tools to manage them from first message to signed client.
Exclusive leads
Unlike lead brokers that sell the same contact to five competing firms, every introduction on Valora goes to one advisor.
Choose the clients you want
Set your ideal investable-asset range, specialty, and geography — you only see introductions that fall inside it.
Arrive pre-qualified
Every introduction comes with the context you'd otherwise spend a first call gathering: goals, timeline, and what they're solving for.
Manage the whole pipeline
Track, message, and follow up with prospective clients in one place instead of a spreadsheet and an inbox.
Client Acquisition Engine
Every introduction arrives with
the rich context you need.
Before you ever jump on an introductory conversation, you already understand their liquid asset range, specific timeline urgency, and primary financial goal.
- 100% Exclusive Introductions: Never shared or shopped to other advisors
- Pre-Qualified Investable Assets: Minimum thresholds verified before matching
- High-Intent Urgency: Prospects have actively requested fiduciary guidance
- Direct Calendar Booking: Integrates with Calendly, Google Calendar, and Outlook
- Full Advisory Discretion: You review the dossier and decide whether to engage
Inside the portal
Increase your
conversion.
Chat, set reminders, attach notes, and link your calendar — everything you need to move a match from first message to booked call, in the same portal.
- Message prospects directly
- Set follow-up reminders
- Attach private notes per match
- Link your calendar for booking
Your Digital Flagship
Your firm, showcased to investors
searching for your specialty.
Every approved Valora advisor receives an authoritative, search-optimized directory profile that commands instant credibility. Consumers view your fiduciary credentials, fee philosophy, focus areas, and book an introductory consultation directly onto your calendar.
- Verified Fiduciary Badge & Clean Regulatory Record Highlight
- Custom niche tags (Tech RSUs, Physician Planning, Business Exit)
- Direct calendar scheduling link with no friction
- Local SEO positioning in your target metropolitan area
Where Valora fits
How Valora compares to the other
places advisors spend their marketing budget.
A short, sourced look at how a few well-known platforms actually work — not a claim about which is "best," since they're built for different things.
Feature
Replaces
Other tools
Valora
Shared leads
SmartAsset AMP
~$2,000–2,300/mo (est., shared with up to 3 advisors)
Included
Marketplace inquiries
Unbiased
Pay-per-lead credits, no public flat fee (est. $3–4K/mo at volume)
Included
AI-matched prospects
Finny
$50/mo + 0.20% of AUM sourced
Included
Prospect data
WealthFeed
$1,399/yr (~$117/mo)
Included
Directory profile
AdvisorFinder
$1,000/mo
Included
Client communication & CRM content
Levitate
~$3,000/yr (~$250/mo)
Included
Website & marketing suite
FMG Suite
From $178/mo + setup fee
Included
Marketing automation campaigns
Snappy Kraken
$199–750/mo depending on tier
Included
Cost per client acquired via DIY video
Self-produced content
$37,170/client (Kitces 2026 marketing study)
No per-client cost — flat $1,500/mo
Overall price
$6,500+/mo, pieced together across 8 separate tools
$1,500/mo — exclusive, month-to-month
Sources: SmartAsset AMP overview · Unbiased pricing FAQ · Finny pricing · WealthFeed pricing · AdvisorFinder pricing · Levitate for finance · FMG Suite pricing · Snappy Kraken pricing · Kitces 2026 advisor marketing study. Figures found via web search on 2026-09-28 and may have changed — items marked "est." could not be confirmed from a public source and should be verified before relying on them.
Everyone else sells you tools, data, or shared leads. Valora sells the phone ringing.
From the Valora blog
We publish the playbook
we use to get you clients.
Valora's own content on getting advisory firms recommended by ChatGPT, Perplexity, and AI search — the same approach behind how we get your firm in front of prospective clients.
How can an RIA measure referral source quality?
Judge a referral source by the fit and progress of the people it sends, not raw counts: define a qualified introduction, track each stage, and count your time.
Read on the blog →How should a financial adviser choose a niche?
Choose an adviser niche by matching a group to real planning decisions, testing its needs in conversations, and making only claims your firm can support.
Read on the blog →Selective Fiduciary Network
A high bar,
on purpose.
Investors trust Valora because our network is curated rather than open to anyone with a marketing budget. We partner exclusively with qualified fiduciaries who share our standard for transparent, conflict-free advice.
- Registered Investment Adviser (RIA) or IAR registration
- Strict Fiduciary Duty to clients at all times
- Clean regulatory history verified on SEC IAPD / FINRA BrokerCheck
- Professional designation: CFP®, CFA, CPA/PFS or 10+ years experience
- Transparent, published fee schedule (fee-only or fee-transparent)
Frequently Asked Questions
How does Valora match advisors with prospective clients?
Valora matches consumers based on what they are specifically solving for (e.g. retirement decumulation, tech equity/RSUs, business sale, generational wealth transfer), their investable asset tier, and the advisor's verified niche expertise and geographic preference. Consumers review advisor profiles and actively choose to connect — these are qualified, intentional introductions, not cold leads.
Are client introductions exclusive to my firm?
Yes, 100% exclusive. Unlike lead brokers who auction the same contact information to five or six competing advisors, Valora introduces each prospective client exclusively to one fiduciary advisor at a time based on mutual fit and stated preference.
Who owns the client relationship, data, and Form ADV?
You do, completely. Clients engage your firm directly under your own advisory agreements, your published fee schedule, and your Form ADV Part 2. Valora does not provide investment advice or intermediate your advisory sovereignty. If you ever leave, your clients, data, and book stay entirely yours.
What context do I receive before the first consultation?
Every introduction arrives with verified investable assets, primary financial objectives, timeline urgency, employer stock or business details (if applicable), and any specific questions the prospective client shared during our intake process.
What is the fee or economic model for partner advisors?
Valora operates with transparent, advisor-friendly economics aligned with your growth. We offer flexible plans depending on whether your firm seeks client introductions, our complete back-office operational suite, or both. We discuss specific tiers and territory availability during your 15-minute introductory call.
Ready to get started?
Get perfect clients delivered straight to your inbox and the tools to manage them throughout the sales process.