Lead generation for wealthtech that wealth managers trust.
Wealth managers and financial advisors are conservative buyers who rely on trusted recommendations. Your outreach needs to demonstrate regulatory awareness, technical credibility, and genuine understanding of the wealth management workflow to earn a meeting.
The wealth management technology market is growing 12% annually as RIAs, family offices, and private banks race to modernise their client experience and portfolio management tools. ORRJO builds outbound that reaches the CTOs, COOs, and practice leaders driving wealthtech adoption.
The Challenge
Wealth managers distrust technology vendors.
This buyer relies on personal relationships and peer recommendations. Breaking through cold requires outreach that demonstrates genuine understanding of portfolio management, compliance requirements, and client reporting workflows.
Regulatory compliance is paramount.
FCA, SEC, and MiFID II define how wealth management firms operate. Any outreach that does not reference the regulatory environment loses credibility immediately.
AUM and firm size create different needs.
A solo IFA with 50M AUM has completely different technology needs than a 10B wealth management firm. Your messaging needs to match the prospect's scale and complexity.
Our Approach
How ORRJO solves this.
We target wealthtech buyers by firm type (RIA, family office, broker-dealer, private bank, wealth aggregator), AUM range, and the specific operational challenges they face: portfolio reporting, client onboarding, compliance automation, or next-gen investor expectations. Our research covers each firm's custodial relationships, technology stack, and published growth strategy.
Wealth management technology purchases are driven by a small number of senior leaders at each firm, and they are conservative buyers who rely on peer networks and industry conferences for vendor discovery. With 41% of buyers having a single vendor in mind before evaluation begins, wealthtech vendors need to build brand familiarity well in advance of the buying window.
Wealth Manager Targeting
We identify heads of wealth management, CIOs, COOs, and financial planning directors at wealth firms, family offices, and IFA networks.
Compliance-Aware Messaging
Copy that references FCA consumer duty, MiFID II reporting requirements, and suitability obligations.
AUM-Segmented Campaigns
Separate campaigns for different firm sizes and AUM tiers, each with appropriately scaled messaging.
Industry Event Outreach
Campaigns around wealth management conferences and adviser summits.
What's Included
Outbound for wealthtech companies selling to RIAs, family offices, broker-dealers, and private banks.
Wealth Manager Data
Verified contacts at wealth firms, family offices, and IFA networks.
Compliance-Referenced Copy
Outreach that speaks to regulatory requirements.
Event Campaigns
Campaigns around wealth management conferences.
Campaign Manager
A manager who understands wealth management.
CRM Integration
Full pipeline tracking.
Performance Reporting
Weekly metrics.
Results That Speak
Aveni // Wealthtech Lead Generation
"ORRJO's campaigns reached senior wealth management professionals with outreach that demonstrated real regulatory awareness."
Joseph Sherlock, Head of Commercial, Aveni
FAQ
Both. We run campaigns targeting IFA networks, discretionary wealth managers, private banks, and family offices.
All campaigns are GDPR and PECR compliant. Messaging references FCA consumer duty and MiFID II requirements appropriately.
Yes. We segment by firm AUM, headcount, and client base size.
First meetings within 5 working days. 10-20 meetings per month.
Yes. Full event campaign support.
Monthly retainer. Book a strategy call.
Why ORRJO Is Different
Wealth managers buy from vendors their peers recommend.
RIA principals and family office CTOs make technology decisions based on peer recommendations, not cold outreach. A wealthtech vendor that relies on generic email campaigns to reach these buyers is competing against established vendor relationships and conference networking.
ORRJO builds wealthtech campaigns around industry event cycles, custodial platform ecosystems, and peer validation. We target firms based on AUM growth, hiring signals, and technology stack changes. Our wealthtech clients report 4x higher meeting acceptance rates than their previous outbound efforts because the outreach arrives with context and credibility.
Ready to reach wealth management buyers?
Tell us about your ideal customer and we'll build the pipeline to reach them.
Book a Strategy Call →