ProspectMatch Launches Marketing Platform for Financial Advisors
Co-branded Social Security analyzer, advisor websites, and identification of up to 40% of anonymous visitors
DENVER, CO — June 1, 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 names up to 40% of anonymous site traffic by name, email, 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 visitors, the platform returns name, email, and postal address — without form fills.
Identified visitors flow into automated drip campaigns, branded as the advisor's firm, across email and direct mail in the weeks before the first scheduled call.
Financial advisor plans start at $99 per month with a 30-day money-back guarantee. 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 names up to 40% of anonymous traffic by name, email, 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.
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