FATSTAX

FATSTAX

FATSTAX

Gen Y&Z Leads for Financial Advisors

Gen Y&Z Leads for Financial Advisors

Gen Y&Z Leads for Financial Advisors

Join our Referral Network

Join our Referral Network

We work with finance-focused content creators to capture appointments for advisors.

We work with finance-focused content creators to capture appointments for advisors.

Satisfaction Guaranteed
Satisfaction Guaranteed
Satisfaction Guaranteed
Satisfaction Guaranteed

Reach Younger Audiences with High LTV

Reach Younger Audiences with High LTV

Reach Younger Audiences with High LTV

Younger Audiences with High LTV

Appointments from Top Finfluencers

Appointments from Top Finfluencers

Appointments from Top Finfluencers

Receive pre-qualified appointment requests from younger generations with high lifetime value through trusted financial influencers. With 92% of consumers trusting them over traditional advertising, content creators build authentic relationships with their audiences, leading to higher-quality leads that are more likely to convert.

Receive pre-qualified appointment requests from younger generations with high lifetime value through trusted financial influencers. With 92% of consumers trusting them over traditional advertising, content creators build authentic relationships with their audiences, leading to higher-quality leads that are more likely to convert.

Receive pre-qualified appointment requests from younger generations with high lifetime value through trusted financial influencers. With 92% of consumers trusting them over traditional advertising, content creators build authentic relationships with their audiences, leading to higher-quality leads that are more likely to convert.

0
x

Financial influencers have 3x higher engagement rates than other niches.

0
x

Financial influencers have 3x higher engagement rates than other niches.

0
x

Financial influencers have 3x higher engagement rates than other niches.

0
%

of consumers trust influencers over traditional ads.

0
%

of consumers trust influencers over traditional ads.

0
%

of consumers trust influencers over traditional ads.

0
x

Financial influencers have 3x higher engagement rates than other niches.

0
%

of consumers trust influencers over traditional ads.

Benefits

Benefits

Benefits

Benefits

Why Fatstax?

Pre-vetted, exclusive appointment requests with no contracts

Higher Conversions

Higher Conversions

Higher Conversions

Higher Conversions

Verified, Exclusive Appointments

Verified, Exclusive Appointments

Our commitment is simple: every lead you receive is requesting an appointment, fully verified, and exclusively yours. Unlike other agencies who sell the same lead multiple times, we never share your prospects with competitors.

Our commitment is simple: every lead you receive is requesting an appointment, fully verified, and exclusively yours. Unlike other agencies who sell the same lead multiple times, we never share your prospects with competitors.

Feature Image
Feature Image
Feature Image
Feature Image

Instant Distribution

Instant Distribution

Instant Distribution

Instant Distribution

Integration with your Favorite Apps

CRM Integration

Receive real-time notifications via email or SMS when new leads arrive, and seamlessly integrate with your favorite apps to nurture leads right away. Stay connected to opportunities and maintain your current workflow without missing a beat.

Receive real-time notifications via email or SMS when new leads arrive, and seamlessly integrate with your favorite apps to nurture leads right away. Stay connected to opportunities and maintain your current workflow without missing a beat.

Choose your Leads

Choose your Leads

Choose your Leads

Choose your Leads

Set your Lead Criteria

Set your Lead Criteria

Set minimum asset thresholds, geographic boundaries, and volume caps to receive only the leads that make sense for your business. This flexibility ensures you're not wasting resources on prospects outside your target market, while our system delivers precisely matched opportunities to your specifications.

Feature Image
Feature Image
Feature Image
Feature Image

Based on Net Assets

Based on Net Assets

Based on Net Assets

Based on Net Assets

Dynamic Pricing

Dynamic Pricing

Why pay the same price for every lead when their value varies dramatically? Our dynamic pricing model adjusts costs based on the potential client's net assets, ensuring you pay appropriately for each opportunity. This approach means better ROI and more efficient allocation of your client acquisition budget.

Why pay the same price for every lead when their value varies dramatically? Our dynamic pricing model adjusts costs based on the potential client's net assets, ensuring you pay appropriately for each opportunity. This approach means better ROI and more efficient allocation of your client acquisition budget.

Partner with us

Partner with us

Partner with us

Partner with us

Process

Submit Request Form

Apply to become a lead buyer through our contact form.

Submit Request Form

Apply to become a lead buyer through our contact form.

Submit Request Form

Apply to become a lead buyer through our contact form.

Submit Request Form

Apply to become a lead buyer through our contact form.

Strategy Session

Once approved, we will provide pricing and discuss your lead criteria

Strategy Session

Once approved, we will provide pricing and discuss your lead criteria

Strategy Session

Once approved, we will provide pricing and discuss your lead criteria

Strategy Session

Once approved, we will provide pricing and discuss your lead criteria

Receive Leads

Start recieving leads after you load your account with credits

Receive Leads

Start recieving leads after you load your account with credits

Receive Leads

Start recieving leads after you load your account with credits

Receive Leads

Start recieving leads after you load your account with credits

FAQ

FAQ

FAQ

FAQ

Frequently Asked Questions

Are my leads exclusive?

Yes, all leads are exclusive.

Do I have to sign a contract/monthly retainer?

What do I have to do?

Do I pay for leads up front, or as they are received?

What CRMs do you integrate with?

Are my leads exclusive?

Yes, all leads are exclusive.

Do I have to sign a contract/monthly retainer?

What do I have to do?

Do I pay for leads up front, or as they are received?

What CRMs do you integrate with?

Are my leads exclusive?

Yes, all leads are exclusive.

Do I have to sign a contract/monthly retainer?

What do I have to do?

Do I pay for leads up front, or as they are received?

What CRMs do you integrate with?

Are my leads exclusive?

Yes, all leads are exclusive.

Do I have to sign a contract/monthly retainer?

What do I have to do?

Do I pay for leads up front, or as they are received?

What CRMs do you integrate with?

Sign Up Today

Sign Up Today

Sign Up Today

Sign Up Today

We work with finance-focused content creators to capture appointments for financial advisors.

Copyright © 2025 Fatstax. All Rights Reserved.

We work with finance-focused content creators to capture appointments for financial advisors.

Copyright © 2025 Fatstax. All Rights Reserved.

We work with finance-focused content creators to capture appointments for financial advisors.

Copyright © 2025 Fatstax. All Rights Reserved.

We work with finance-focused content creators to capture appointments for financial advisors.

Copyright © 2025 Fatstax. All Rights Reserved.