5 +

Years Experience

Over 600 Advisors Helped

About Fintello

We built a modern marketing platform for financial advisors

We have helped over 600 financial advisors since 2018 generate leads and get clients from social media. We found a need for better and faster marketing tool and built it.

Financial Advisors

Grow AUM with Retirement Planning & Planning Clients

Insurance Agents

Grow Life Insurance, CI&D, IUL & Annuity Clients

Our features

Everything in one place.

Marketing is changed. You need to market across multiple platforms, channels and use the power of AI. That's what we built.

Lead Management

Social media prospecting requires a large volume of leads, long lead conversion journeys where traditional CRM fails. Manage all your leads in one place across all campaigns, source and build a humanized lead profile for multi-step and multi-channel followup.

Content Library & Scheduler

Social media content is a real challenge even with other AI tools. Post months of content in minutes with our smart AI scheduler, ready to use content library, track performance and build your brand with content marketing in minutes. Do more with less.

LinkedIn Outreach Campaigns

With over 1 Billion users, LinkedIn is the king of business prospecting, but most advisor struggle to get any clients. Launch multiple campaign in minutes. Add 300+ leads, 50+ conversations and book 15+ appointments using AI and Automation.

Facebook Ad Campaigns

With over 3 Billion users, Facebook has the best in class algorithm for finding high intent inbound leads for all niches. Launch Investment & Insurance Ads in minutes from our proven Ad library and manage entire lead journey to clients in one place.

Email Campaigns

Emails are the most proven marketing channel, but most email automation systems fail due to lack of central lead management. Send newsletter, market updates, cold emails, multi-sequence campaign emails in minutes. Track all key metrics and get high response.

SEO Website & Funnels

Old info only websites and complex funnels are dead. Build a simple SEO-website that builds your brand and generate inbound leads. Launch multiple fully automated Guide, Video, ebook landing page funnels across multiple platforms and channels.

Want to see if fintello can help you take your online marketing to the next level then

Click the link and book a demo session


We care about Results

We drive results from testing multiple marketing campaigns, building best technology and providing best support and coaching.

I tried multiple LinkedIn automation tools but getting data organized was a real challenge, plus there was no help with conversation. The fintello templates allow me to systemize my LinkedIn outreach, Facebook ads, Emails and having all in one lead management is a super power.

Ed Patt

Ed Patt

Life Insurance Advisor
Ed Patt

I love the dashboard metrics and action filters. It keeps my LinkedIn and Email campaigns organized. I also love content posting and scheduling, now I spend a few hours and schedule over 100 natural organic posts on LinkedIn for the entire month. That's amazing.

Judith N

Judith N

Financial Advisor
Judith N

I have used multiple CRM and marketing automation tools to generate leads but integration was a real nightmare. Now I see fintello has a simple one stop solution and these guys use their own product so they build the entire process focusing on appointments, which is what I want.

Steve W

Steve W

Independent Advisor
Steve W

I used LinkedIn and Facebook ads in the past with Deepak's (the founder of fintello) program and recommended tools, but now that they have built fintello, I find it super easy to launch my LinkedIn campaigns and Facebook ads will be amazing. The mobile app that is being built will be a killer app, having all the leads from LinkedIn, Facebook ads, email nurture and even SMS followup, all from one app will be like a dream come true.

David G

David G

Retirement Planner
David G

I never had success with LinkedIn before fintello and what I like about it is that it is a powerful tool but has amazing support. I have access to emails, live calls, chat and Facebook group to get help and they respond fast. Also, the training modules are super valuable and the LinkedIn Algorithm Basic program allowed me to get my LinkedIn process working. The product is getting better day by day as the founder uses their platform which is super cool.

Ghazaleh P

Ghazaleh P

Annuity Consultant
Ghazaleh P

I have worked with Deepak and his team on his program and the process worked very well to drive appointments, but there was a real issue with managing all the marketing and sales processes. Now fintello makes it easy to launch LinkedIn and Facebook campaigns and track all lead metrics and data in one place. I plan to soon move my website and build a funnel all in one place. I can now spend more time with my clients and service delivery with one tool.

Nancy A

Nancy A

Private Wealth Practice
Nancy A

Supercharge Your LinkedIn Marketing for Financial Advisors


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