Cold leads are dead.
Get verified, high-intent households with full financial context — Plaid-connected, asset-verified, ready to meet. Not another form fill.
Stop paying for traffic. Start meeting clients.
Households self-qualify before you ever see them. You preview the data, then decide.
The Old Way
Legacy Buddy
Three steps. One verified lead.
A free Legacy Score, like a credit score for generational wealth, pulls families in and shows them exactly where they stand.
Plaid plus other integrations verify accounts, property, and gaps in real time. No guessing. No padding.
Set your filters. Preview the household. Buy the lead or get routed at peak intent. Your choice, every time.
Built for closers. Built for compliance.
Real assets. Real gaps. Real urgency. See it before you spend a dollar.
Family structure, goals, and exactly why they need you, handed to you upfront.
Marketing and referral-fee rules built in for the wealth and insurance industry.
When a household picks you directly from the marketplace, that is a hot lead.
Net worth, household type, line of business. Only see what matches your practice.
New baby. New home. New trigger. Same household, returning to the platform.
Get in before your area locks up.
Founding partners get visibility in their category and zip code before later pros compete for the same demand.
- Verified household previews
- Pay-per-meeting pricing
- 50-state compliant routing
- No retainer, no contract
- Everything in Network Access
- Direct in-platform discovery
- Featured in your category and area
- Hot leads from customer-initiated picks
Get on the network in 60 seconds.
Tell us about your practice. We will review and reach out within one business day.
Application received.
We will review and reach out within one business day. Want to skip the line and book your onboarding call now?
Book Onboarding Now →The demand is already here. Are you in the network?
Free to apply. One onboarding call. Founding partner spots are limited by category and area.
Apply For Free →