Pilot access · Founding-cohort pricing
The AUM Engine is an advisor growth cockpit for independent Financial Professionals at the $50M–$250M AUM plateau. Exclusive households in your niche, scored and ready — plus planning briefs you control.
Most Financial Professionals don't stall out because they lack skill; they stall because they cannot consistently find right-fit households who match their specialized planning work. The usual playbook — SmartAsset, SEO, dinner seminars, generic tools — produces sporadic wins but no reliable, niche-aligned prospect flow.
The AUM Engine was built after living that frustration inside real advisory businesses: the goal is to give growth-minded Financial Professionals a governed, repeatable system for finding and engaging exactly the households they're best suited to serve — and arriving to each conversation with a pre-structured view of the client's situation.
Before any list is built, you run through a short niche mapping intake that scores Fit, Focus, Market, Access, and Service Match across key segments like physicians, business owners, inheritance recipients, and more. You see which niches are most aligned with your background and access so you don't spend the next year chasing the wrong market.
Alfred's mining engine assembles curated households that match your niche filters from multiple sources, instead of reselling shared internet leads in your ZIP code. You get exclusive, niche-specific prospects each month — like "private practice physicians within 10 years of retirement" or "post-exit business owners in your metro."
The Engine drafts email and LinkedIn outreach based on your best messaging — nothing sends without your approval, so you stay in full control. And when a prospect becomes a serious opportunity, the intake flow captures the client’s situation in plain language and turns it into a planning brief you can act on before the first meeting.
You complete a 20–30 question niche mapping assessment that scores where you're most likely to win: physicians, business owners, inheritance recipients, HENRYs, AI-displaced executives, and more. The AUM Engine recommends your top niches and auto-configures your initial ICP settings.
Our miner assembles 25–50+ right-fit households per month in your chosen niche and scores them for fit and urgency using wealth signals, role changes, geography, and other triggers. You see everything in an advisor-friendly board: New → Contacted → Engaged → Nurture → Meeting Requested → Booked → Dead.
You plug in a few of your best-performing emails and talking points; the Engine drafts tailored email and LinkedIn outreach for each prospect that sounds like you, not a template. You edit, approve, and send — keeping full control over compliance and tone.
You track responses and meetings inside the cockpit and refine messaging and targeting niche by niche. Over time, you build reusable playbooks that can be rolled out across your team and into new niches without starting from scratch.
For the first group of Financial Professionals on The AUM Engine, the offer is intentionally simple — and far more generous than traditional lead vendors.
You get:
Not ready to apply yet? Get founding cohort details sent to your inbox.
No account created. We'll reach out personally.
We're limiting this first phase to a small number of Financial Professionals so we can be in the trenches with each team and harden the Engine around real-world use.