Pricing-v2 - One-Stop AI Marketing for Financial Advisor

Pricing

Pricing Plans

Flexible Price Plans

We offer you the flexibility to select different options depending on your needs. If you are not sure and need help, then book a call.

Note: Our marketing can produce ROI of 500% or more. Here's the math. At a 1% AUM fee, an advisor makes $10,000 on a $1M AUM client per year. At a 5% Annuity an advisor makes $12,500 on a $250,000 Annuity client. A small $100 Monthly Premium Life Insurance Policy makes around $1000 for the agent.

♨️ Build Your Brand
Content - $99/month - no setup fee
Ready to Use Content Post Library
Post on LinkedIn, Facebook, Instagram, X and TikTok
Auto Post with AI - 120+ post/month
Presence - $89/month + $399 setup fee
Smart Website Setup & Hosting
Lead Capture Automation
Blogs, AI Calling, AI Chat bot

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🧲 Build Your Brand & Generate Leads
1 Lead Gen - LinkedIn OR Facebook Ads
Content Post Library + AI Automation
Lead Management & Email Marketing
Lead Followup - AI Assistant Call & Msg
Smart SEO Website & Funnels
Centralized Campaigns Data Dashboard
Support: Onboarding Call,Chat, Email & Community
Account Manager Monthly Review Call

Book a Demo

🧲 Build Your Brand & Generate Leads
2 Lead Gen - LinkedIn AND Facebook Ads
Content Post Library + AI Automation
Lead Management & Email Marketing
Lead Followup - AI Assistant Call & Msg
Smart SEO Website & Funnels
Centralized Campaigns Data Dashboard
Support: Onboarding Call,Chat, Email & Community
Account Manager Monthly Review Call

Book a Demo

Testimonial

What they Say about
Our Services.

We continue to work closely with our advisor clients to get them results.

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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.

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.

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.

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.

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.

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Amplify

Build your brand with content

$99/month

$199/year

Ready to use library
Connect with 5 social platforms
Automate all content creation and posting
Content Automation ($99/month)

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Amplify - Emails

Build your brand with emails

$89/month

$199/year

Ready to use templates
Automate emails
Lead management - import leads

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Amplify - Presence

Build your brand with website

$89/month ($399 setup)

$199/year

Done for you website
Customize for your brand
Automate blogs and lead capture

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Starter Plan

$99/month

$199/year

Purchase Now

Starter Plan

$99/month

$199/year

Purchase Now

Starter Plan

$99/month

$199/year

Purchase Now

1 Team
1 Installed Agent
Real-Time Feedback
Video Dedicated Support
1 Attacked Targets Per Month
Team Collaboration Tools
Automated Updated Features
24/7 Life time Support

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$ 39

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Popular

Pricing

Pricing Plans

Flexible Price Plans

Amplify

$149/month + $399 setup one time

Growth

$499/month + $1,997 setup one time

Accelerate

$699/month + $2,499 setup one time

Testimonial

What they Say about Our Services.

Recent Post

Read our News & Articles

5 Ways of Building Your Personal Brand

Facebook Ads $10k Myth for Financial Advisors

Lead Generation Retirement Campaign: Strategies for Financial Security

Amplify

$99/month

$199/year

Amplify - Emails

$89/month

$199/year

Amplify - Presence

$89/month ($399 setup)

$199/year

Starter Plan

$99/month

$199/year

Starter Plan

$99/month

$199/year

Starter Plan

$99/month

$199/year

Standard

$29/month

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