Pricing

Not just software.
A desk.

One signal engine, three tiers of engagement. A person vets every situation and writes every note. Nothing sends without your approval. Managed media at Growth and Scale. One retainer, no markup.

Paithos FiND Traction
$3K/mo
A prospecting desk with purpose-built infrastructure for wealth advisors: signal engine, one-page situation briefs, approval-gated outreach, and marketing rule review under one retainer. A three-month first engagement is $9,000, then month-to-month.
Signal engine spanning 39+ wealth-specific signals: life-stage shifts, liquidity moments, executive transitions, regulated disclosures
3–5 vetted situations a month, briefed and written for you
Marketing rule review on every asset, included
One invoice, one team, working from day one
One in-house hire
$7K+/mo
All-in monthly cost of a single junior marketing hire, an $85K+ annual load: base salary, benefits, payroll taxes, recruiting, tools, and months of ramp before the first real prospect.
One generalist, learning the wealth space on your time
Benefits, payroll taxes, PTO add 30–40% to base salary
No proprietary data, no signal infrastructure, no prospecting research muscle
Tools, data, and any media spend are all additional costs

Choose the scope that
fits your practice.

TractionStart here
$3,000
per month · desk retainer
3-month minimum, then month-to-month
3–5
situations/mo
1:1
approval-gated
A prospecting desk. Each month we take on three to five signal-flagged situations: the brief, the outreach, the follow-up. No media spend required.
3–5 vetted situations/mo (FiNDid)
One-page brief per situation
Bespoke outreach, approval-gated
Named-opportunity exclusivity
Marketing rule review on every asset
Monthly pipeline report + strategy call
Live threads carry month to month
Talk to us →
Growth
$8,500
per month · service retainer
3-month minimum, then month-to-month
8
situations/mo
3
channels
Everything in the Traction desk, plus managed campaigns: up to three concurrent channels with real-time reallocation, run from the same engine.
Everything in Traction, up to 8 situations/mo
Up to 3 active channels, real-time reallocation
1 new base campaign/mo + rollover
8 creative variants/mo
1 landing page or lead magnet/quarter
Segment-level signal engine targeting
Biweekly performance report + strategy call
Talk to us →
Scale
From $25,000
per month · custom engagement
For multi-advisor practices & RIAs over $1B AUM
FiNDid+
priority delivery
Multi
advisor coord.
Everything in Growth, coordinated across multiple advisors, with exclusive representation in your niche and metro, and a dedicated account lead.
Multi-advisor coordination
Priority FiNDid signal delivery
Exclusive representation in niche + metro
Custom signal development
Weekly performance report + strategy call
Dedicated account lead
Quarterly executive review
Talk to us →

Marketing rule compliance review covers SEC Rule 206(4)-1 and NASAA model rule alignment. Creative variant counts reflect tested permutations across headlines, copy, imagery, and audience cuts, produced from original creative concepts and iterated based on performance data.

Currently accepting a founding cohort of three desk seats. Founding desks run uncapped for six months (every qualified situation gets worked) and keep their joining rate for a year.

Talk to us for details →

Commitment & cancellation.

Plain terms, stated up front. No setup fee.

Month-to-month

3-month minimum, then month-to-month

3-month minimum commitment, with 30 days' notice to cancel thereafter. The minimum gives the desk runway to prove itself. Threads opened in month one become month two's conversations.

Founding rate

Your rate, locked for a year

Founding cohort members keep their joining rate for 12 months. After that, standard pricing applies, with 90 days' notice of any change.

A note on media spend.

Media spend lives on your accounts. FiND charges no markup, takes no commission, and issues no media invoices. You see one line item from us, your retainer, and separate platform invoices for media.

Actual recommendations are calibrated during onboarding and revisited on each strategy call. Ranges below reflect what we recommend at each tier.

Traction
$0 required
None required. The desk may propose an optional micro-campaign around a specific situation.
Growth
$5K–15K/mo
Recommended range at this tier
Scale
$15K–30K+/mo
Recommended range at this tier

A lead list vs. FiND.

Most advisors have tried the alternatives: lead platforms that sell the same name to several firms, or generalist agencies with no wealth data. Neither works a situation.

 
Lead platforms
FiND
01
The same name, sold to several advisors.
A situation worked for you alone.
02
A name and a phone number.
A one-page brief: who, what moved, why it fits.
03
Drafts from a template, sent at volume.
Written by a person for one reader. Approved by you. Follow-up run by the desk.
04
Pay per lead, volume pricing.
A monthly desk, three to five situations deep.
05
Compliance is your problem.
Marketing rule review on every asset.
06
Every record scored, none of it judged.
A person decides pursue or pass, and tells you why.

Every tier runs on the same desk.

Every retainer includes a team that handles the full process: research, outreach, creative, and optimization. You focus on advising.

Signal Engine
We find the right people
Proprietary signal engine maps and ranks populations against your ICP across 39+ wealth-specific signals: life events, liquidity moments, executive transitions, professional network shifts, and event-driven news. A live targeting engine, not a static list.
Creative Production
We craft the message
Ad creative, outreach copy, and landing pages, all produced in-house. The same engine that targets your audiences also generates messaging hypotheses informed by which signals are firing strongest in each subsegment.
Media Placement
We place it where they are
Meta, LinkedIn, Google, programmatic display, managed and reallocated in real time at the campaign tiers. We handle the platforms, the bidding, and the budget allocation. You never need to touch an ad manager.
Optimization
We make it better every week
Performance data feeds back into signal weights, segment definitions, and creative direction. Signal weights adjust as outcomes accumulate. Segments evolve. Creative iterates. A continuous input system, not a static research artifact.
Strategy
Regular calibration, not set-and-forget
Recurring strategy calls: monthly (Traction), biweekly (Growth), weekly (Scale). We review performance and pipeline quality together, and your feedback shapes the next round of creative and targeting.
Compliance Review
Marketing rule review on every asset
SEC Marketing Rule (Rule 206(4)-1) and NASAA model rule alignment on every asset before it ships. Reduces review cycles and back-and-forth with your CCO.

The gap, in the industry's own numbers.

Most advisors know they need better marketing. The data shows just how wide the gap is, and why firms that invest in structured outreach pull ahead.

71%
of advisor marketing spend is the advisor's own time, not hard dollars
Kitces Research, 2024
73%
of heirs plan to change financial advisors after inheriting their parents' wealth
Cerulli Associates, 2025
70%
of advisors with a defined marketing strategy saw inbound requests rise
Broadridge, 2024

Case studies.

In progress
Founding cohort results coming soon.
We are assembling a founding cohort of three firms. Results and outcome data will be published here as the engagements mature.

How the desk runs.

The mechanics, stated plainly. Built to hold up when your compliance officer asks.

Your Name
Every message goes out under your firm's name
Nothing sends until your firm approves both the person being contacted and the final text. The desk prepares and executes as your agent. It never solicits in its own name.
Records
A paper trail your CCO can stand behind
Who approved which person and which text, and when. A copy of every message sent, with its approval record, delivered for your books and records.
Sourcing
Every claim traces to its source
Every fact in a brief is attributed to the record behind it and quoted from that document. Inputs we use to rank and prioritize, licensed data among them, inform which situations reach you rather than appearing as claims. We never use or imply access to material nonpublic information about a security or issuer.
Vetting
Checks before a name leads a brief
Every name passes a fixed set of checks before outreach is proposed. Some briefs end in a recommendation to pass, with the reasons stated.
Opt-Outs
A request to stop is permanent
Anyone who asks not to be contacted again is suppressed for good, across every desk we run and not only yours, and the suppression carries into your firm's records.
Your Call
Decline a brief, the desk moves on
Skip any situation and the desk works the next one. What was passed on, and why, appears in your monthly report.

Questions we hear from advisors.

What exactly is a situation?+
A wealth event the engine has flagged and a person has vetted: who's behind it, what moved, why it fits your firm, and the first note we'd propose, delivered as a one-page brief for your approval before any outreach goes out. When a moment warrants it, the desk may also propose a tightly targeted micro-campaign around the same event.
Do you work with other firms like ours?+
Sometimes, and never on the same opportunity. A situation assigned to your desk is worked for you alone: the brief, the outreach, and the follow-up. We also do not work both sides of a firm. While you are a client, your firm and the advisors who work there are never surfaced to another client. Broader exclusivity (your niche, your metro) is available at Scale.
How quickly will I see results?+
The first situations are typically on your desk within the first weeks of onboarding, and outreach goes out as you approve it. Replies and first conversations build over the weeks that follow. Prospects rarely engage on a single touch, so the system is designed to compound rather than spike early. At the campaign tiers, engagement data (impressions, click-through, cost per lead) starts arriving as soon as campaigns launch.
How is this different from lead platforms and marketing agencies?+
Lead platforms sell the same name to several advisors and leave the outreach to you. Agencies run campaigns but can't tell you who to talk to this week. FiND is built exclusively for this market: the engine flags situations across 39+ wealth-specific signals, a person vets each one, and the desk writes and runs the outreach with marketing rule review on every asset.
What does the marketing rule compliance review cover?+
Every asset passes an in-house review, led by a Series 65 principal, before it ships. Review scope covers SEC Marketing Rule (Rule 206(4)-1) and NASAA-aligned state rules. Firm-level compliance and state-specific overlays (where states diverge from the NASAA model) remain with your CCO. We do not act as your firm's Chief Compliance Officer or assume liability. CCOs should still review all content. The operational benefit: reduce review cycles and compliance back-and-forth. Every creative arrives at your CCO already aligned with the marketing rule: fewer rejections, faster approvals, fewer revision rounds.
Is the data sourcing compliant?+
Situations originate in public filings and records, licensed data, and other sources we hold the right to use. Every figure attributed to a filing is quoted from that filing, and every claim in a brief is attributed to the record behind it. Each source is reviewed for its terms and its permitted use before anything is operationalized into targeting or outreach, and anything a client supplies to us is used for that client alone.
What makes Growth worth the step up from Traction?+
The desk is the same. Growth adds managed paid-media campaigns: up to three concurrent channels with real-time reallocation, plus more situations, more creative variants, a quarterly landing page or lead magnet, and biweekly strategy calls instead of monthly.
How does ad spend work?+
At the campaign tiers, media spend lives on your card, in your ad accounts, paid directly to LinkedIn, Meta, Google, and any other platform we activate. We operate with admin access, optimize and reallocate in real time across your active channels, and never invoice you for media or take a markup. You see one line item from us, your retainer, and separate platform invoices for media.
What's the commitment and cancellation policy?+
3-month minimum commitment, with 30 days' notice to cancel thereafter. Founding cohort members keep their joining rate for 12 months. No setup fee.

See if we're the
right fit.

One call. We'll walk through your practice, your goals, and what the first month would look like.

Talk to us → See how it works