ProspectMatch Launches Marketing Platform for Financial Advisors
Co-branded Social Security analyzer, advisor websites, and identification of up to 40% of anonymous U.S. visitors
DENVER, CO — July 7, 2026
ProspectMatch today announced the launch of its marketing platform for financial advisors and registered investment advisor firms, the second vertical in the company's four-product rollout. The platform combines a credentialed advisor website, a co-branded Social Security analyzer, weekly compliance-aware financial-planning content under the advisor's byline, and a visitor-identification engine that identifies up to 40% of anonymous U.S. site traffic — a verified email at minimum, and for many a full name and postal address.
The product targets a specific gap in advisor marketing. Pre-retirees research their advisors thoroughly — credentials, bio, content cadence — and most leave the site without ever filling out a contact form. Generic SaaS platforms hand advisors a website builder and tell them to figure out engagement.
ProspectMatch ships a credentialed advisor site already designed for the financial-services trust bar, a Social Security analyzer that prospects spend fifteen minutes inside running claim-age scenarios across both spouses, and weekly financial articles pre-screened for SEC-style language pitfalls. The identification layer ships on every page. For up to 40% of anonymous U.S. visitors, the platform returns a verified email at minimum — and for many, a full name and postal address — without form fills.
Identified visitors flow into automated email drip campaigns, branded as the advisor's firm, in the weeks before the first scheduled call.
Financial advisor plans start at $99 per month. The advisor platform launches alongside three companion products for real estate agents, title companies, and small businesses with existing websites.
Pre-retirees research advisors for weeks before they reach out. The analyzer is the thing that gives them a reason to spend real time on the page — and identification means we finally know who they are.
About ProspectMatch
ProspectMatch builds marketing infrastructure for professionals who depend on their websites for client acquisition. The platform combines co-branded sites, industry-specific tools, content, and a visitor-identification engine that identifies up to 40% of anonymous U.S. traffic — returning a verified email at minimum, and for many a full name and postal address. The four product lines — for real estate agents, financial advisors, title companies, and small businesses with existing sites — share a single co-branding and identification + drip foundation.
Media contact
press@prospectmatch.net — we respond within one business day.
###