Transforming wealth management through AI-powered psychological intelligence. We don't just improve prospecting — we reimagine it.
Built on expertise from
The wealth management industry is facing a perfect storm.
Nearly all traditional prospecting attempts fail, leading to a 90% attrition rate for new advisors.
Projected shortage by 2034 (McKinsey & Co. 2025). The workforce is retiring faster than it can be replaced.
Wasted annually on failed outreach and marketing spend. The core model is broken.
We use Jungian archetypes and AI-driven research to determine compatibility BEFORE outreach begins.
For advisors building from scratch. We use public data signals (job changes, funding rounds) combined with psychological profiling to identify high-compatibility prospects.
For established advisors. We analyze client social networks to uncover warm referral opportunities that match the advisor's specific archetype.
132 patent claims filed. 35M+ personality combinations. 40+ years of domain expertise embedded in the algorithm.
A massive, underserved market with clear demand signals.
Total addressable market for wealth management prospecting tools and advisor enablement technology.
Serviceable addressable market: U.S. financial advisors, insurance agents, and wealth managers actively prospecting.
Serviceable obtainable market within first 5 years, targeting enterprise partnerships and direct-to-advisor channels.
Per-seat licensing for broker-dealers and RIA firms. Annual contracts with volume discounts.
Monthly/annual plans for independent advisors. Tiered pricing based on prospect volume and features.
Anonymized psychological intelligence insights for industry research and institutional partners.
How we'll deploy the $1.8M seed round to hit key milestones.
Decades of domain expertise combined with cutting-edge academic validation.
Founder & CEO
40+ years in financial services. Trained 12,000+ advisors at Merrill Lynch and UBS. Creator of BetterPath Training.
LinkedInSenior Technologist
Former CTO at Relovate. Enterprise-scale software architecture and extensive ML/AI experience.
LinkedInDr. Jimmie Lenz
Duke University FinTech Director
25+ years capital markets, machine learning & blockchain expertise.
Dr. Stephen A. Martin
Jungian Analyst, Philemon Foundation
Academic validation for our 12-archetype personality system.
LLMs and NLP now enable personality inference from public data at scale — impossible even 3 years ago.
100K+ advisor shortage projected by 2034. Remaining advisors need force-multiplier tools to survive.
The Great Wealth Transfer is underway. Next-gen clients expect personalized, tech-enabled advisory relationships.
Regulatory pressure and consumer fatigue have made traditional prospecting nearly obsolete.
No one else combines psychological intelligence with prospecting at scale.
| Capability | RainMaker | Generic CRMs | Lead Gen Tools | Personality Assessments |
|---|---|---|---|---|
| Psychological Profiling | ||||
| AI-Powered Matching | Partial | |||
| Prospect Discovery | Partial | |||
| Personalized Outreach | Partial | |||
| Patent-Protected IP |
132 patent claims filed with USPTO. Core algorithm developed and validated.
132 patent claims filed with USPTO. Core algorithm developed and validated.
50-advisor pilot demonstrating 10-15x effectiveness improvement and 40% response rates.
Raising capital to scale engineering, sales, and product development.
Raising capital to scale engineering, sales, and product development.
First enterprise broker-dealer partnerships. Target: 500 active advisor seats.
Expand to insurance and real estate verticals. Target: 5,000 seats, $5M ARR.
Expand to insurance and real estate verticals. Target: 5,000 seats, $5M ARR.