HeyReach provides an AI‑driven outbound platform that helps financial advisors increase assets under management through personalized, compliant outreach.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors spend extensive time on manual prospect research, repetitive email drafting, and ensuring outbound communications meet complex compliance regulations, which limits their ability to efficiently grow assets under management.
Solution
HeyReach offers an AI‑driven outbound platform that generates prospect emails in the advisor’s own voice and automates sequencing across email and LinkedIn. The system embeds audit trails and compliance reviews aligned with Advisers Act Rule 206(4)-1, Rule 204‑2, and FINRA/SEA 17a‑4, removing the need for separate compliance checks. Integrated broker‑dealer support and list enrichment tools prepare firm‑approved prospect lists for outreach without additional fees. Native integrations with Gmail, Outlook, and LinkedIn enable advisors to send, track, and manage campaigns directly from their inboxes. Optional custom CRM connections allow seamless data flow into existing workflow tools.
Target Audience
Primary customers are registered investment advisors and wealth‑management firms that need compliant, efficient outbound prospecting, as well as their broker‑dealer compliance teams.
Features
- AI-generated email drafts personalized to each prospect and written in the advisor’s style
- Built‑in email sequencer and LinkedIn outreach that operate at scale from a single interface
- Automatic compliance audit trails and rule‑based reviews meeting Advisers Act and FINRA requirements
- Broker‑dealer integration included at no extra cost, supporting approvals, records, and supervision workflows
- List enrichment, de‑duplication, and resolution services for firm‑approved prospect data
- Native Gmail and Outlook support for sending and tracking messages directly from the inbox
- Custom integration options for connecting to CRM, archival, or internal tools