Fill your pipeline.
Escape the plateau.
Summit Intelligence installs a done-for-you, AI-run acquisition engine for FinTech companies serving RIAs and wealth management firms, filling your calendar with qualified appointments worth $3–4K+ per client, per month, without adding a single headcount.
Referrals don't scale to $3–4K retainers. Cold outreach burns your team's time instead of theirs.
Most FinTech founders selling into RIAs and wealth management firms are stuck choosing between an unpredictable referral pipeline and a founder who spends their week prospecting instead of building. Neither scales past a handful of clients.
Generic lead-gen agencies sell volume, not qualification, and a wealth-management buyer can smell a mismatched pitch immediately. What's missing is a system built specifically for how RIAs and advisors actually evaluate a vendor.
Every part of the pipeline, installed for you.
Each capability is matched to a stage of the RIA buying journey: nothing is bundled in without a reason.
ICP & Offer Engineering
We define exactly which RIAs and wealth-management firms convert, then sharpen your offer to justify a $3–4K+/mo engagement before outreach begins.
AI Outbound Infrastructure
Multi-channel sequencing across email and LinkedIn, written and run by AI, tuned specifically for financial-services decision-makers.
Automated Qualification
Every reply is scored against your ideal-client criteria in real time, so only real buying signals reach a human.
Done-For-You Booking
Qualified prospects are routed straight to your calendar with confirmation and reminder sequences handled end-to-end.
Pipeline Reporting
Weekly visibility into volume, reply rates, and appointment quality, so you always know what the engine is producing.
Continuous Optimization
Messaging, targeting, and sequencing are refined against live data every cycle, compounding results without added headcount.
We treat the funnel, not the average.
Industry benchmarks tell you what's typical for a FinTech outbound motion. Ours tell you what's possible once AI runs the qualification and booking layer end to end.
Avg. lift across tracked acquisition metrics
From audit to booked pipeline, on a clear timeline.
Pipeline Audit
We review your ICP, offer economics, and current outreach performance to establish a true acquisition baseline.
System Build
Outbound infrastructure, AI qualification logic, and booking flow are configured and installed under your brand.
Launch & Calibrate
Outreach goes live to RIAs and wealth-management firms. Messaging and targeting are tuned against real reply data.
Compound & Optimize
Qualified appointments land on your calendar weekly, with targeting and messaging refined as your pipeline compounds.
Economics designed around a $3–4K/mo client, not a $500 lead.
Target average contract value per client placed on the system
Added headcount required to run outbound at volume
Of funnel build, outreach, and qualification handled for you
Single destination for every qualified appointment booked
Purpose-built for FinTech selling into wealth management.
A strong fit
- You're a FinTech company selling software or services to RIAs, advisors, or wealth-management firms
- Your average client is worth $3,000–$4,000+ per month
- You have a proven offer but an inconsistent, founder-led pipeline
- You'd rather have appointments delivered than manage another SDR hire
Not a fit, yet
- You sell a low-ticket, transactional product under $1,000/mo
- You have no repeatable process once a prospect books a call
- You're not targeting the RIA / wealth-management buyer
- You're looking for a one-off list of leads, not a managed system
Notes on building durable pipeline for FinTech.
Built by an operator who runs his own pipeline first.
Zach Miskovic
Founder, Summit IntelligenceZach founded Summit Intelligence to give FinTech companies selling into RIAs and wealth-management firms the same systemized acquisition edge that the largest financial platforms already have, built and run entirely by AI, so your team's time stays on the close, not the chase.
Your pipeline has a ceiling.
Let's go find out where it is.
Book a short strategy call with Zach to review your current pipeline and determine the right acquisition system to start with.