lead itWEALTH
Meet Eleanor — your AI lead specialist

Capture every prospect. Book every consultation.

Eleanor engages every inbound prospect the moment they reach out — qualifies their assets and goals, books the discovery call, and hands your advisors a complete profile. The tireless front office your practice has been missing.

See how it works
★★★★★ Built for wealth advisors Trusted across the USA & Canada
New prospectQualified in 2 min
Consultation bookedTue, 2:30 PM
Lead profile sent$1.2M investable

Built for the firms that grow on relationships

24/7
Always capturing
3×
More booked calls
<1 min
First response
0
Leads missed
Your front office on autopilot

More than a form. A lead specialist who never sleeps.

Eleanor engages, qualifies, and books — so every prospect gets an instant response and your advisors get a clean handoff.

Never lose a prospect

Every inbound inquiry — web, call, or form — is engaged the moment it arrives, 24/7. No leads sitting in a queue going cold overnight.

Smart lead qualification

Eleanor asks the right questions — investable assets, goals, timeline — then scores and prioritizes so your advisors spend time on the prospects that matter.

Books discovery calls

Qualified prospects are dropped straight into the right advisor's calendar — with reminders that cut no-shows and keep the pipeline moving.

Instant lead profiles

A complete prospect summary — goals, assets, and full transcript — lands in your inbox and CRM the second a conversation ends.

Automated follow-up

Prospects who don't book right away are nurtured by text and email until they do — so warm leads never slip through the cracks.

Compliance-conscious

Eleanor captures and qualifies — she never gives financial advice. Every conversation is encrypted and archived, so you stay audit-ready.

Tuned to your practice

Built for every kind of advisor

Try a demo to hear what's possible — yours will be trained on your services, your ideal client, and your qualifying questions.

Wealth Management

Agent · Eleanor
Talk to Eleanor

Financial Planning

Agent · Charlotte
Talk to Charlotte

Retirement Planning

Agent · Grace
Talk to Grace

Investment Advisory

Agent · Victoria
Talk to Victoria

Estate Planning

Agent · Margaret
Talk to Margaret

Tax & Wealth

Agent · Audrey
Talk to Audrey

Family Office

Agent · Beatrice
Talk to Beatrice

Insurance & Annuities

Agent · Vivian
Talk to Vivian

Real Estate

Agent · Sophia
Talk to Sophia

Medical / Healthcare

Agent · Hannah
Talk to Hannah

Dental

Agent · Brooke
Talk to Brooke

Roofing & Home Services

Agent · Maya
Talk to Maya
Live in days

Set it up once. Stop losing leads forever.

STEP 01

Connect your site & calendar

Add Eleanor to your website and forward your line, then link your calendar and CRM. No new tools to learn, no hardware to install.

STEP 02

We train Eleanor on your firm

We tune her on your services, ideal client, and qualifying questions — then test on live conversations until she sounds like your firm.

STEP 03

Watch qualified leads land

Eleanor engages, qualifies, and books every prospect. You get complete profiles, recordings, and a calendar that fills itself.

Never lose a lead again

Your smartest hire, no interviews required

One flat plan. White-glove setup included. Cancel anytime.

Most popular
$597 /month

Everything you need to never lose a prospect.

  • Always on: engages, qualifies, and books prospects 24/7 across web, phone, and forms.
  • White-glove setup: $499 free — we script, tune, and test Eleanor for your firm.
  • CRM & calendar sync: qualified leads flow straight into Wealthbox, Redtail, or Salesforce.
  • 600 live minutes included each month — $25 per additional 100 minutes.
  • Compliance-ready: encrypted, archived transcripts and recordings on every conversation.

No contracts · No setup fee · Live in days

FAQ

We've got answers

lead itWEALTH is an AI lead specialist for wealth managers and financial advisors. Eleanor engages every inbound prospect, asks your qualifying questions, books discovery calls, and sends your team a complete profile — so no lead is ever lost and your advisors only spend time on the conversations that matter.
It's simple — add Eleanor to your website, forward your existing line, and link your calendar and CRM (Wealthbox, Redtail, Salesforce and more). You decide whether she handles every inquiry or only the ones your team can't get to. No special hardware, no complex install.
Yes. Eleanor is built to capture and qualify — she never provides financial advice or recommendations. Every conversation is encrypted, recorded, and archived so you stay audit-ready, and you control exactly what she can and can't say.
We get a head start by training Eleanor on your website, so she understands your services, ideal client, and tone out of the box. From there we tailor her qualifying questions to your practice, and she keeps improving from real conversations and your feedback.
In most cases, yes — especially when it means an instant, helpful response instead of a form that goes unanswered for days. Eleanor sounds natural and professional, sets the right tone for a high-trust relationship, and can always hand off to a human advisor when it counts.
Eleanor asks the questions you'd ask on a first call — investable assets, goals, timeline, and fit — then scores each prospect and routes the right ones to the right advisor. You decide the criteria; she applies them consistently on every single lead.
Very. All prospect interactions are encrypted in transit and at rest, stored securely, and accessible only to your firm. We never share your data with third parties and hold high standards of privacy and protection.
More than a contact form

Stop letting prospects slip away

Hear Eleanor qualify and book a real lead for your firm — it takes about 30 seconds.