Finally trust
your growth
numbers.
Leadagg is the pipeline and marketing analytics companion for your advisory firm — so you can finally stop guessing and start making decisions you trust.
Join the WaitlistYour CRM tracks contacts. It doesn't track growth.
“I don't trust our numbers. We guess, and we go off of feelings.”
— Every financial advisor, eventually
Blind on the Numbers
You run seminars, workshops, and ad campaigns — but you can't tell which ones actually produce clients. Cost per lead, case size, closing rates — it's all guesswork.
Spreadsheet Chaos
Every week you export data, massage formulas, and try to reconstruct what happened. By the time the picture is clear, it's already stale.
CRM Gaps
Your CRM tracks contacts, not growth. It can't tell you which event produced the best ROI or which advisor is closing at the highest rate.
Decisions by Feeling
Without clear analytics, your team makes growth decisions based on gut instinct. That works until you need to justify the budget.
The analytics layer
your CRM is missing
Purpose-built for small and mid-size advisory firms that need clarity, not another CRM.
Command Dashboard
Your firm's performance at a glanceSnapshot metrics for everything that matters — pipeline velocity, cost per lead, case size, meeting and closing rates. Surface stale and at-risk leads so nothing falls through the cracks.
Marketing Analytics
Connect spend to actual outcomesDrill down by source, campaign, and advisor. See cost per lead, average case size, and closing rates across every marketing channel so you know exactly where your growth dollars work hardest.
Event Tracking
See how your seminars and workshops performTrack leads from every seminar, webinar, and workshop. Measure attendance-to-meeting conversion, average case size per event, and compare presenter performance side by side.
Advisor Intelligence
Per-advisor metrics and comparisonsSee who's closing, who's converting, and where each advisor's pipeline stands. Advanced drill-downs on case size and closing rates help you coach, reward, and allocate resources with confidence.
Simple, transparent
pricing
No hidden fees. No long-term contracts. Start with what you need and scale when you are ready.
Everything one advisor needs to take control of their pipeline and metrics.
- 1 user seat
- Full pipeline management
- Analytics dashboard
- Event management
- Email support
For teams that need shared visibility and deeper data imports.
- Unlimited user seats
- Everything in Starter
- CSV data uploads
- Priority support
The full platform with AI intelligence and custom integrations.
- Everything in Growth
- AI-powered insights (coming soon)
- API access
- CRM integrations (coming soon)
- SMS & email (coming soon)
Stop guessing.
Start knowing.
Leadagg is in early access. Join the waitlist to be among the first advisory firms to get the analytics layer your CRM is missing.