Lead Generation for Financial Services That Pays Off
Stop wasting time on leads that never convert. We target decision-makers at companies actively seeking financial services, using compliant outreach that builds trust from day one.
Companies We’ve Helped With Lead Generation
“Working with the team has been a real pleasure, they are creative and professional with great execution. We had deals with multiple Fortune 500s.”
Yosef Peterseil
COO & Cofounder, Bllings.io
"Everybody's super friendly. They know what they're talking about, but have also been willing to change certain things that will appeal to how we want to handle certain aspects of our emails. It was really like a good partnership and a collaboration."
Arica Rosenthal
Co-founder and COO
“Hypergen now accounts for over half of our generated revenue & has played a huge role in our 300% growth this last year”
Jordon Rowse
CEO & Cofounder, Set 2 Close
“Alex and his team helped us refine our ICP and test messaging. We’ve grown from 3–4 to 14 leads per week with a ~60% win rate. They’re fully committed and constantly testing new strategies with us!"
Peter Durham
Vice President of Sales, Prezzee
“We got like 60 leads in the first month and that was only 3-4k contacts. We have upgraded to their 20k contacts per month package. Can’t wait.”
Jonathan Sturgeon
Founder, Dingus & Zazzy
“Hypergen’s email expertise is unmatched. 95% of the agents we engaged came from their email nudges. They’ve been a key part of a system that works.”
Eric Bramlett
Owner of Bramlett Residential
Most Financial Services Companies Struggle With Lead Gen. Do These Problems Sound Familiar?
We know your time is precious. We research, qualify, and engage high-intent B2B prospects, ensuring you never waste time on dead-end leads.
Regulatory concerns killing your outreach
Every email feels like a compliance risk. You need lead generation that follows financial services regulations while still being effective.
Trust takes forever to build
Financial buyers are skeptical. Generic outreach gets ignored. You need messaging that builds credibility from the first interaction.
High-value deals require perfect timing
In financial services, timing is everything. You need to reach decision-makers exactly when they're evaluating solutions, not 6 months too early or too late.
Your sales team is prospecting instead of closing
Your financial advisors and salespeople should be closing $100K+ deals, not spending hours researching prospects and writing cold emails.
Fill Your Funnel with Predictable Lead Generation for Financial Services
Lead gen in financial services isn’t easy. Trust is everything, and old-school tactics rarely deliver. We’ve worked with firms just like yours (wealth managers, B2B finance providers, fintechs) and we know what it takes to get in front of the right buyers.
Here’s how we help you build a steady pipeline, without the usual headaches:
Target companies that can actually afford your services
We focus on companies with 50+ employees and $10M+ revenue. No more wasting time on prospects who can't meet your minimums.
Compliant outreach that builds credibility
Professional messaging that references specific company situations. Separate sending domains protect your main email reputation. Full CAN-SPAM and GDPR compliance.
Reach decision-makers showing real buying signals
We track 15+ indicators like new funding, leadership changes, and growth patterns to identify companies actively seeking financial services.
Your team focuses on what matters: closing deals
We handle research, outreach, and qualification. You handle converting interested prospects into revenue.
Predictable pipeline, not random referrals
Generate 20-50 qualified leads monthly. Scale up or down based on your capacity. No more feast-or-famine cycles.
Integration with your existing process
Qualified leads flow directly into Salesforce, HubSpot, or your preferred CRM. No disruption to your current sales process.
Struggling To Bring In High-Quality Lead Generation?
Get a steady flow of high-quality financial leads without the busywork. Focus on closing, we handle the rest.
1706Advisors closed an enterprise and SMBs for a US-based broker insurance firm
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Hear it from our clients
Don't just take our word for it. Check out the stories of some of our clients who have managed to scale their sales using our intent-based cold email.
"Everybody's super friendly. They know what they're talking about, but have also been willing to change certain things that will appeal to how we want to handle certain aspects of our emails. It was really like a good partnership and a collaboration."
Arica Rosenthal
Co-founder and COO
"They were very agile and responsive, able to pivot in and out of new campaign ideas quickly. They understood our business and needs very well."
Paris Childress
CEO & Founder
"It's a great team. Very responsive. We provided a whole new strategy around who to target, and you guys adopted that 100%, and that doubled our leads once we started doing that as well. So we've had a pretty collaborative effort."
Doug Dent
CRO at Gray Falkon
“Alex and his team helped us refine our ICP and test messaging. We’ve grown from 3–4 to 14 leads per week with a ~60% win rate. They’re fully committed and constantly testing new strategies with us!"
Peter Durham
Vice President of Sales, Prezzee
“Hypergen’s email expertise is unmatched. 95% of the agents we engaged came from their email nudges. They’ve been a key part of a system that works.”
Eric Bramlett
Owner of Bramlett Residential
“Hypergen generated hundreds of leads, and we converted around 40 into clients. They’re responsive, clear, and bring deep industry expertise.”
Anthony Smith
Head of Sales, RealScale
“The way they structured their process, makes it super easy for me to follow. We’re getting 25-30 qualified leads a month and are closing 2-3 deals per month (12 in total so far).”
Ina Gavazova
Founder, Kashu Video Marketing
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“Hypergen now accounts for over half of our generated revenue & has played a huge role in our 300% growth this last year”
Jordon Rowse
CEO & Cofounder, Set 2 Close
“Working with the team has been a real pleasure, they are creative and professional with great execution. We had deals with multiple Fortune 500s.”
Yosef Peterseil
COO & Cofounder, Bllings.io
“We got like 60 leads in the first month and that was only 3-4k contacts. We have upgraded to their 20k contacts per month package. Can’t wait.”
Jonathan Sturgeon
Founder, Dingus & Zazzy
“Hypergen has done a fantastic job building strong lists, copy, and executing our marketing initiatives to build our brand and business.”
Alana Kahan
President, 1706 Advisors
Here’s Why We’re
The Right Fit For You
We work independently, but transparently.
We handle industry research, track recent news and trends, and analyze competitors. Only then do we provide you with valuable insights – no handholding needed.
We know financial services inside and out.
We know that what worked last month may not work this time – and we're ahead of it. We keep that attitude for everything, from setup to execution.
We understand the importance of a smooth integration.
We know how much having everything centralized helps your analytics. That’s why we’ve made sure our solutions fit seamlessly into your team and tech stack.
Book an Intro Call
This is Alexander. He can answer all of your questions that you haven't found answers to on this page. Just click the button below to book a meeting with him.
Still Have Questions?
Our AI-driven workflows analyze buyer behaviors and preferences to tailor messages that resonate with specific roles like CFOs, financial advisors, or risk managers.
After our initial onboarding call, we typically need 12-14 days to prepare your accounts, contact lists, and messaging. From there, it takes 7 days to get your first lead on average.
We simplifiy lead gen by targeting the right prospects at the right time with intent-based cold emails. We use 100+ data signals to find leads who are already interested, helping you convert faster. Plus, with A/B testing and seamless CRM integration, we make sure your outreach hits the mark every time.
Absolutely. We build multi-touch nurture campaigns to engage prospects over time, keeping your firm top of mind until they’re ready to act.
Getting started is simple! Schedule an onboarding call with us to discuss your product, ideal customer profile, and goals. After that, we’ll have everything set up in 12-14 days and begin driving high-quality leads to your inbox.
Our pricing is tailored to your business needs and the scale of your campaigns. We offer flexible plans that are designed to provide maximum value based on your goals and lead generation requirements. Contact us for a personalized quote to get started on scaling your sales with intent-based cold email.
Get your first lead this week
2 weeks to get started. 7 days to get your first lead on average.
