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ClientGen

The future of client acquisition.

ClientGen’s 360° Solution finds prospects, unlocks insights, and drives engagement—built for advisors who think ahead.

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Turn Life Events Into Growth.

What would it mean for your practice if every life event in your community became an opportunity for you to step in first – where growth isn’t left to chance, but powered by intelligence, automation, and marketing built for advisors who lead?

See the See the 360° Solution

The 360° Solution.

Discover

Find high-potential prospects in your community

Enrich

Access key data points on anyone

Monitor

Upload your own list and discover new opportunities

Engage

Launch targeted marketing campaigns across multiple digital channels

Learn How We Do It

Smarter Prospecting.
Stronger Growth.

ClientGen is more than software. It’s the 360° Solution for modern client acquisition. One platform, every stage of growth, designed to keep opportunity flowing into your practice.

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Flexible plans for every stage

Every practice grows differently. That’s why we built flexible plans that scale with you—whether you’re just getting started, ready to accelerate, or managing growth across an entire firm. You choose the stage, we provide the platform.

Kickstart

The essentials to get moving.

$159

per month

  • Access to prospect dashboard
  • Basic email templates
  • 50 profile credits per month
Sign Up Now!

Switch plans or cancel after 90 days

Amplify

Marketing and support to power your growth.

$489

per month

  • Everything in Kickstart
  • Custom email templates
  • Targeted digital ads
  • Campaign set-up
  • Access to managed services
  • Dedicated success manager
Sign Up Now!

Switch plans or cancel after 90 days

Scale

Enterprise option for institutions ready to expand.

Contact for pricing

  • Everything in Amplify
  • Multi-user access & admin dashboard
  • Group discount (20 user min)
Contact Sales

Switch plans or cancel after 90 days

Frequently Asked Questions

With advanced AI and data analytics, ClientGen helps financial advisors and insurance agents find and engage high-quality prospects experiencing money-in-motion. Its tools—Discovery data feed, Person Enrich, and Client Monitoring—deliver a complete solution for efficient, effective client acquisition.
ClientGen is designed for Financial Services professionals—like Financial Advisors, Insurance Agents, and Tax Advisors—who want to expand their book of business through organic growth.

ClientGen uses a multi-channel marketing pipeline including email, targeted advertisements, social media (LinkedIn) and direct-mail.

Yes! While the ClientGen dashboard is created to be extremely user-friendly, we offer live setup and onboarding support via the Amplify and Scale plans.

The data you unlock (uses 2 credits per unlock) is based on your search criteria, so it’s unique to you, though others may also find and unlock the same information. If you want full ownership of a high-net-worth individual’s money-in-motion event, you can make it exclusive (uses 10 credits). This removes that money-in-motion event from the platform so no one else can access it.

ClientGen turns millions of public sources into verified insights designed for Financial Services professionals. Every data point is CCPA/GDPR compliant, SOC2 Type 2 (in progress), and rigorously checked for accuracy—so you can trust what you unlock.
ClientGen updates the platform with fresh event data each week and month, tagging it with an “Event Month” label that shows when the event was detected. Most events are identified within 90 days of happening—often even earlier.

You may cancel your subscription after your first 90 days by contacting us via the website.

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Get started with ClientGen and start growing your business today!

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