Paste your firm’s site.See your next clients.
Money in motion, surfaced daily. Outreach that sounds like you.
Four steps from paste to prospect.
Drop in your firm’s website. We take the rest — from ICP extraction to the moment a qualified household picks up the phone.
Paste your site
We read your services, fee model, and ideal client.
We match prospects to you
No databases. No filters. No list building. We surface money in motion and match it to your ICP automatically.
Outreach goes out
Email and LinkedIn sequences, in your firm’s voice.
You just show up to the call
Live prospects connect. Context and opener on screen.
The best message is the one that gets sent.
Other tools give you lists. WealthHawk gets your message out the door. Stop living in a prospect database — start having conversations.
Congrats on the Fieldstack close — that’s a real milestone.
Most founders I work with tell me the 90 days after a liquidity event are the ones they wish they’d planned for differently — concentration risk, state tax, the first big purchase.
If useful, I put together a one-page framework for post-exit cash management that most of my clients run through in week one. Happy to send it over.
— Sample signature
Three plans self-serve. One done for you.
Start with a 7-day trial. Scale when the calendar starts filling up — or hand the whole thing to our team.
- ✓Up to 100 prospects discovered for you
- ✓ Email outreach drafted for you
- ✓ Gmail and Outlook integration
- ✓ Core money-in-motion signals
- ✓ Review-before-send workflow
- ✓Up to 300 prospects discovered for you monthly
- ✓ Email + LinkedIn outreach drafted for you
- ✓ Gmail, Outlook, and LinkedIn integration
- ✓ Full money-in-motion signal library
- ✓ Sequences written in your voice
- ✓ Review-before-send workflow
- ✓Up to 1,500 prospects discovered for you monthly
- ✓ Bulk send and scheduled cadences
- ✓ Gmail, Outlook, and LinkedIn integration
- ✓ Full money-in-motion signal library
- ✓ CRM sync (Redtail, Wealthbox)
- ✓ Team seats, audit trail, SSO
- ✓ We identify the right prospects on your behalf
- ✓ We run a coordinated multi-channel campaign on your branding
- ✓ You receive scheduled meetings — no prospecting required
Built within advisor supervision boundaries.
Designed by people who’ve spent 20+ years inside regulated advisor firms. Every message preview-able, every send logged, every workflow aligned with your firm’s compliance practices.
Every outbound message previewed in your own UI before it goes out. Edit, approve, or pause any message in one click.
Emails send from your own mailbox, not ours. You stay in full control of what goes out under your name.
Full send history with timestamps, recipients, and message content. One-click export for your compliance officer.
Firms with compliance officers can require pre-send approval on all outbound messages. Solo advisors configure their own review cadence.
Prospects are matched against your firm's ICP, not pulled from purchased databases. You're reaching people you can legitimately serve.
Add firm-specific disclosures, required language, or signature blocks to every outbound message. Aligned with your BD or RIA's supervision policies.
“Organic growth is what separates the RIAs that win. WealthHawk helps advisors find more of the clients they already enjoy serving.”
“We took what works for helping advisors grow through outreach and put it into a single, easy-to-use tool.”
