Start conversations.
Not sales calls.
Your marketplace for pre-qualified financial prospects.
Build your long-tail pipeline now with clients you warm up and convert in 6 to 18 months.
Yes, really.
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How we do it
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Find the right solution for you
400+ Companies, Advisors & Agents use Anasova to grow*
Elite, process-oriented financial services firms trust Anasova to generate a steady stream of high-quality, long-term prospects while maximizing ROI.
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How to measure success with Anasova.
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High pressure sales and false promises
You don't only want high-intent leads.
Here is why...
Every lead gen service says, "We’ll get you 100 ready-to-buy leads!"
They demand high budgets but NO ONE is ready to talk, much less move money.
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Here is the reality
"After" is too late. How often does a prospect pick up the phone and say, “Thanks for bringing up my divorce,” or “Yes, we are planning to have another kid, stranger!”?
If the leads were truly instant, high-value conversions, why would anyone sell them? You already know the answer—no firm would give away a $1 million client when that relationship is worth tens of thousands in lifetime value.
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Chasing "hot" leads only leads to dead-ends and low ROI.
If not high intent leads, then what?Enter the marketing crapshoot
Clicks and lists: Expensive ad campaigns & low ROI
Seminars: Extremely expensive to fill the room. Will the right people even show up?
Referrals: How many can you repeatedly generate at scale?
What do people actually want?
They don’t want a ‘salesy’ advisor.
(You probably don’t want to be one, either).
We crunched the data from over 30,000 consumers and found:
They HAVE no time
to meet with a stranger.
They WANT to build trust gradually, without pressure.
They NEED ideas:
one-way marketing,
until they are ready to talk.
Your solution: DON'T Try to sell them.
Start the conversation with Anasova.
Customizable Lead Generation
You set the criteria, and we connect you with real people actively opting in for financial insights.
Anasova ("Ana-Sova") works like Google SEO—but better. Instead of chasing keywords, hoping someone might click someday, you’re getting direct access to pre-qualified leads who match your ideal client profile.
And for about the cost of a single click, you’re connecting with real prospects, not just traffic.
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We don't give you hot leads
We give you control. No subscription. No monthly fee.
1. Build
Define your ideal prospects.
Set your criteria, budget, and price per lead.​
2. Engage
Get direct access to high-level data and emails of qualified prospects. Share valuable content to nurture trust.
3. Close
Stay top of mind.
When they’re ready,
they reach out to you.
Anasova is an “AND” solution—not an “OR"
​​We complement your existing lead generation strategy, not replace it. Smart firms allocate 10% to 30% of their budget to long-term, evergreen, qualified prospects—ensuring sustainable growth and higher ROI
“I love the fact that it didn’t feel pushy or overly salesy. Anasova will give you the baseline you need to grow your practice and serve your clients better.”
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-Latika Tillis, Financial Advisor
Deconstructed lead generation.
Comprehensive service menu.
Many companies bundle everything—because it is good for them. You pay whether you need it or not.
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We let you choose only the services you need. Get full campaign management, including tracking opens, clicks, engagements, meetings, and closes.
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Prefer to do it yourself? We encourage you to use free AI tools along with your existing platform to create stunning, personalized outreach.
Compliant By Design
No PII. No phone numbers. No addresses. No full names. Just real prospects with fully permissioned, valid emails—explicit, time-stamped consent. Collected one at a time. Delivered one at a time.
Our platform integrates seamlessly via SSO in Morningstar Advisor Workstation and is accessible through Schwab Provider Listing (Marketplace). Access Anasova via our web portal or directly within your existing workstation.*
Anasova delivers real prospects, real engagement, and real compliance. Learn more in the FAQ.
* Our integration partners do not represent or attest to our regulatory compliance. Your team should conduct its own diligence on our compliance-by-design approach.​
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Not sure where to start?
80% of advisors start with $500—we match $500. Set hyper-targeted criteria at a price you find reasonable. With four "and" filters, expect fewer than 10 leads per month—no integrations, no automation, just occasional qualified prospects.
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Maximize your returns and take control with Anasova.
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Get started with a $500 bonus credit when you spend $500.
Create a free account and set your filters now. Email our team—we’ll review your criteria and help you with bidding.
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Need a conversation first?