For Mid-Market RIAs — $100M to $1B AUM

Access the UHNW segment.
Without the UHNW price tag.

CapitalBridge finds investors with $10M+ in liquid assets who are actively moving wealth — then books a verified discovery call directly onto your calendar.

SmartAsset Volume play — no AUM filter
Zoe Financial Invite-only — no inbound
CapitalBridge White-glove UHNW leads at $1K/meeting
$10M+ Minimum liquid assets
100% Pre-verified prospects
$1,000 Per confirmed meeting
RIA
$10M+ UHNW Vetted Booked Meeting
The Problem

Most advisors spend 60% of their time
on meetings that go nowhere.

Internet leads are cheap for a reason

Pay-per-lead directories deliver mass-affluent prospects who'll never meet your minimum. You're paying for the advisor equivalent of cold calls.

You can't vet wealth from a web form

Someone filling out "I have $10M to invest" has no obligation to be telling the truth. Without real data, you're flying blind into every meeting.

A single closed client is worth $30K+ / year

One $10M client pays for a year of premium lead gen. The economics are obvious — the gap is finding truly qualified prospects at scale.

How It Works

From signal to meeting — without lifting a finger.

01

We find the signals that matter

LinkedIn Sales Navigator, Wealth-X, and proprietary data feeds track UHNW individuals at moments of maximum intent: business sales, IPO vest events, real estate transactions, inheritance filings. Not demographics — life events.

Liquidity event detected
02

We vet with data, then by hand

Public wealth intelligence confirms investable assets. A dedicated concierge makes a brief, elegant discovery call. No cold outreach — every contact is warm, high-trust, and pre-qualified before it reaches you.

✓Asset verification
✓Concierge call
✓Intent confirmed
03

We book them straight onto your calendar

An elegant scheduling link drops the verified prospect directly into a discovery slot on your calendar. No back-and-forth. No chasing. Just show up and close.

Discovery Meeting — CapitalBridge Verified
Confirmed
Investment

Aligned incentives. Predictable cost.
No wasted meetings.

Retainer + Performance
$3,500 / month base
  • ✓ Localized marketing campaigns
  • ✓ Exclusive territorial rights
  • ✓ Wealth intelligence data feeds
  • ✓ Dedicated concierge vetting
  • ✓ Calendar integration
Per Qualified Meeting
$1,000 / meeting
  • ✓ $10M+ liquid asset verified
  • ✓ High-intent prospect
  • ✓ Pre-call research delivered
  • ✓ Calendar slot confirmed
  • ✓ No-show replacement

A single closed client is worth $30,000+ in annual revenue. Five active advisor clients generate $210K+ in annual recurring revenue for CapitalBridge. We succeed when you do.

"The best advisors don't chase clients.
They attract them."

CapitalBridge exists because the wealth management industry has accepted mediocrity in lead quality. Advisors settle for mass-affluent prospects, spend hours in dud meetings, and wonder why their pipeline never fills.

We're building the infrastructure for a different standard: one where every meeting has a verified $10M+ prospect on the other side. Where advisors spend their time doing what they're trained to do — advising — not qualifying strangers.

Launching first in the Bay Area. Then everywhere ultra-wealthy Americans live and move capital.

The meetings you're missing are costing you clients you'll never know you lost.