BUYER FINDER
Your ideal buyers...and how to land them.
AI finds them.
Your team talks to them.
We tell them exactly what to say.
For financial firms whose best clients are hard to find:
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independent wealth firms
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boutique broker-dealers
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placement agents
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alternative investment companies
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FinTech firms.
Your best clients aren't in the databases.
- A business owner two years from a sale.
- A family office that buys tax credits.
- An issuer ready to tokenize.
None of them carry that label in LinkedIn or ZoomInfo.
Lead-gen shops just pull a list...
they don't tell your team what to say to land the client.
HOW IT WORKS
Relevance from AI.
Trust from people.
01
AI finds them
Our AI agents search public sources for the signals that reveal real buyers in your market.
02
We verify them
Every record is checked by hand, then delivered in a spreadsheet your firm owns.
03
We coach your team
Compliance-ready messages, follow-ups and live coaching for whoever does the outreach.
THE ENGAGEMENT
Build, then Flow.
PHASE 1 · ABOUT 4 WEEKS
Build
We build your buyer engine and get your team selling from it.
- Your Buyer Profile and the signals that reveal buyers
- Verified buyer lists, delivered weekly
- The "What to Say" kit, compliance-ready
- Live coaching for your outreach team
- Results review two weeks after launch
PHASE 2 · MONTHLY
Buyer Flow
Lists go stale. People change roles. Buyer Flow keeps your pipeline full.
- Fresh verified buyers every month
- A monthly session with your sales team
- Seasonal sellers can run it in their selling window
Priced by what a new client is worth to your firm.
Most engagements run $5,000–$20,000, scoped on the first call.
A boutique securities firm saw results within two weeks of a Buyer Finder engagement.
LED BY
Marc C. Angelos
30 years in Wall Street institutional sales at UBS, Morgan Stanley, Barclays and Lehman Brothers.
Marc teaches AI for Sales Professionals in a university-backed certificate program, and has advised firms including Symphony and Informa on positioning and sales messaging.
"Marc helped us get the positioning clarity we needed in short order."
- Adam Levinter
Founder, ScriberBase
"Marc tightened our sales messaging to help us better highlight our value proposition."
- Ted Box
Founder, Kinetizine
See 10 of your real buyers before you spend a dollar.
After a 20-minute call, you get 10 researched, sourced buyer records within 48 hours.
Then you decide if it's a fit.
Or read the full engagement details
We take on a limited number of firms each month, because every record is verified by hand.