01 · Target
You name the advisors.
The firms, the titles, the size, the states, what they sell to. However you define a good fit, that is the target.
For companies that sell to US financial advisors and RIAs
2 new advisors in 60 days. Or we do not get paid.
You tell us the kind of advisors you want. We run outreach on your behalf and fill your calendar with those advisors. We only get paid if you sign 2 new advisors in the next 60 days.
A straight call about your market and the advisors you want.
Junior Asher
CEO & Founder, Ascend AI Solutions
A headhunter for companies that sell to financial advisors and RIAs.
Same idea as a recruiter, except we don't find you staff, we find your buyers. We work out exactly which advisors and RIAs you want as clients, go get them across email, LinkedIn and phone, qualify who's genuinely interested, and book them onto your calendar. You show up and close.
Junior spent 10+ years in financial services before founding Ascend, so he knows the advisor world from the inside: what they care about, how they buy, and what gets them to take a meeting. To date: $2.87M+ in pipeline across 563 qualified opportunities in the last 12 months.
How it works
02 · List
We build the list.
We start from SEC filings and our own database of about 97,000 US advisors and RIAs. Then we check every name against your fit.
03 · Outreach
We start the conversation.
Email, LinkedIn and phone. All of it from our own domains, never yours. We open the door, so you never look like a cold caller.
04 · Booking
The meeting lands on your calendar.
Every reply gets worked and followed up. When someone is ready, we book the call straight onto your calendar. Your team turns up and closes.
The offer
2
new advisors in the next 60 days.
You pick the advisors. We run the outreach. We only get paid if you sign 2 new advisors in the next 60 days.
- Every reply worked. We answer, follow up, and book. Nothing sits in an inbox.
- Your domains stay clean. All outreach runs from domains and accounts we own, never yours.
- Built for this market. Ten years in US financial advice before we ever ran outreach for a vendor.
Client stories
Real clients. Their words.
Unedited. We asked. They answered.
Working with Junior was a great experience. He was professional, thoughtful, and kept me continuously updated throughout the process. His dedication and attention to detail made lead generation a seamless and effective process.
Working with Junior is an absolute pleasure. He's professional, approachable, and highly collaborative, making every interaction smooth and productive. His forward-thinking approach really stands out.
It was a great pleasure working with Junior and Ascend AI Solutions. They took the time to understand exactly what I needed and worked hard to get our campaign launched.
-
563
Qualified opportunities for clients in 12 months, to June 2026
-
$2.87M
Pipeline value from those campaigns
-
10+
Years in US financial advice
These are results from our campaigns. Your results depend on your offer and your market.
Fit
You are a good fit if:
- You sell a product or service to US financial advisors or RIAs.
- You can name the firms and the titles you want to reach.
- Someone on your team can take the calls we book.
- One new client is worth $10,000 or more to you in the first year.
Probably not a fit if you:
- Sell to consumers, not firms.
- Want a list to work yourself.
- Have nobody free to take calls in the next month.
Questions
Before you book.
Who exactly are the advisors?
The ones you describe. We start with SEC filings and our own database of about 97,000 US advisors and RIAs, then filter to your fit: firm type, size, location, title. If a name does not fit, it does not go in the list.
Where does the outreach come from?
Email, LinkedIn and phone, depending on what suits your market. It runs from domains and accounts we own, not yours.
What happens when someone replies?
We work every reply, follow up, and book the meeting straight onto your calendar. Your team turns up and closes.
How long until outreach starts?
Not overnight. Domains have to warm up and the list has to be checked. Ask us on the call and we will give you the real timeline for your market.
What does it cost?
We go through price on the call. It is built around the advisors you want and your close rate, and it is easier to show you live.
What if our offer is not a fit?
We will tell you straight. We would rather say no than take money we cannot earn.
Tell us your dream advisor.
One call. We will tell you if we can reach them and what it would take.