Catalyze AI is a fixed marketing cost, compared to a fee share, to help increase your return on investment.
200 exclusive catalyst-based leads per month
Within 50 mile radius of Advisor
Avg. Investible Assets of $1.5mm
Leads uploaded first of every month
Full enrichment of contact information
Have a question not listed here? Reach out to us or book a demo to learn more!
How much does a subscription cost?
Each seat costs $1000/month. Each seat contains 200 exclusive high-propensity leads around your zip code of choice.
How often will I receive leads?
You will receive 200 leads upon signing up, as well as an additional 200 on the 1st of every month.
Are other Advisors receiving the same leads that I am?
No, every lead that you receive is exclusive to you, forever.
When will I get charged?
You will get charged on the anniversary of your signup date.
Do you offer any discounts?
Yes, dependent on the location and quantity, we do offer discounts. Reach out to us to discuss!
Can I cancel at anytime?
Yes, unless you selected the 12-month payment method, you can cancel at any time.