Turn wealth management software searches into demos & customers.

Google Ads management is 10% of your ad budget with a $600-a-month minimum, and none of it is marked up — your full budget goes to Google. SEO is $50 per page, starting at 10 pages a month. If you need a new site, custom websites run from $1,500 to $20,000+ in eight one-time packages (see /websites for details). Setup is $0, everything is month-to-month with no contract, and a 30-day guarantee means if you're not happy, you don't pay. Tell us about your platform and we'll send exact numbers in a free proposal within one business day.

If demos stall before the RFP, signed firms churn in migration limbo, or growth still depends on referrals and conference booths, yes — closing one of those leaks usually covers the fee. We handle the landing pages, paid and organic acquisition, and onboarding email so your team can stay on the platform. If demos are already growing and converting on their own, keep that engine running.

It owns every channel that produces demos, signed contracts, and live revenue. SearchPod builds your site and landing pages, runs high-intent Google Ads aimed at RIA and advisory-firm buyers, wins the comparison and “alternatives to” queries buyers use to build a shortlist, and automates onboarding email that keeps a signed firm moving through migration — one team, one pipeline.

Look for proof they understand this category specifically: do they lead with security and compliance signals, can they trace a demo through a long sales cycle to a live, billing account, and do they know the difference between an RIA-focused sale and an enterprise or broker-dealer sale? Then check ownership — your site, ad accounts, and data should stay in your name. Ask any candidate how they'd keep a signed firm from stalling in migration; a vague answer tells you everything.

Paid campaigns usually produce the first demo requests within a few weeks. Rankings for comparison and “alternatives to” queries take a few months to build, then keep compounding. Onboarding email starts helping signed firms move through migration from week one, so revenue grows while organic catches up.

We run the whole funnel — site, paid acquisition, SEO, AI search, and lifecycle email — so nothing falls between vendors, and we're judged on demos, signed firms, and live accounts, not traffic. Pricing is public, contracts are month-to-month, and your site, ad accounts, analytics, and customer data stay yours from day one.

Our pricing is public — the pricing page shows the real starting price for every service — and your plan is scoped to your platform, buyer type, and sales motion. Tell us about your software and we'll send exact pricing in a free proposal within one business day, no obligation.

On demos, signed firms, and live accounts — never vanity traffic. We optimize landing pages and CTAs for booked demos, then connect every demo back to the campaign that produced it, so you can see your true CAC, your close rate, and which channel brings customers who actually go live.

Yes. For RIA-focused platforms we optimize a leaner, faster evaluation — landing pages, demo requests, and onboarding built for a smaller team. For enterprise and broker-dealer sales we support a longer, multi-stakeholder cycle with content and campaigns aimed at COOs, compliance officers, and IT. Most wealthtech companies sell to a mix, and we build the system around how your buyers actually decide.

Yes. Everything lives in accounts your company owns — site, brand assets, ad accounts, analytics, and customer data. We're month-to-month, and if you ever leave, it all simply stays where it is.

Yes. We work inside the stack you already use — HubSpot, Salesforce, and your product analytics — so demos, signed contracts, and onboarding status flow into your CRM and attribution stays clean from first click to live account.

Most wealth management software sites and landing pages go live in about 2–4 weeks. The pace mostly depends on how fast we get your product story, screenshots, and feedback — you'll have a clear timeline before we start.