Syncing 10,000 leads/mo? GET A DEMO

Choose our lead generation services for financial advisors and get more qualified leads

LeadsBridge helps make lead generation services for financial advisors more effective, with 380+ available integrations. Start reaching qualified leads in real time, without having to rely only on traditional word-of-mouth advertising.

GET STARTED
Free forever plan

Optimize your lead generation flow to reach more qualified leads – fast!

Move your leads from any source – including Facebook, Google, LinkedIn, and TikTok – to 380+ CRMs and email marketing software.

  • Real-time lead sync
  • No more CSV manual export and import
  • Automated welcome email and SMS
  • No data stored
  • Timely responses
  • More qualified lead data
SIGN UP FOR FREE
No credit card required

How LeadsBridge makes a difference in the financial services industry

  • Easy integrations

    Connect your favorite marketing tools together with ease, while generating better leads.

  • Online-to-offline

    LeadsBridge helps professionals in the financial services industry track conversions both online and offline.

  • Emails & SMS

    Receive an email or SMS notification with each incoming lead.

Leverage qualified lead data to attract your ideal target audience

By creating an interconnected marketing ecosystem, you can instantly and automatically share lead data between your CRM and advertising platforms – Facebook, Google, LinkedIn and TikTok – to generate more accurate Custom Audiences and gather more qualified leads through your campaigns.

No more wasting time with downloading and uploading heavy CSV files. With LeadsBridge’s lead generation services for financial advisors, you can act on your qualified leads fast, right when they’re hot and ready.

Rely on direct relationships with valuable partners

We have consolidated relationships with valuable partners such as Google, Facebook, Instagram, LinkedIn, TikTok, and many more other big companies.

These relationships allow us and our customers to have easy and fast-tracked access to their products and direct support, with the availability of a Partner Solution Engineer.

With their help, we can improve our activities to offer the best services to our customers.

Choose a plan based on your needs

Self-service
Plans

Experience the freedom of our self-service plans, providing you with complete control, seamless integrations, and a hassle-free onboarding process. Take advantage of our wide range of over 380 integrations and begin your journey immediately, all by yourself.

Managed
Plan

We empower you to connect all your company’s systems (CRM, CDP, DWH, call center, and more) to seamlessly receive or send leads. On top of that, we offer cutting-edge optimization tools to help you target highly responsive users and skyrocket your conversions.

Find out how LeadsBridge is helping financial service professionals streamline their marketing and advertising

Start your free trial and see how LeadsBridge improves your daily marketing workflows.

SIGN UP FOR FREE
Free forever plan

Featured customers

We have been using LeadsBridge for about a year now and have always been happy with the product. They always answer any product related question promptly.Thanks to LeadsBridge I was also able to connect the Facebook leadads to my CRM. Absolutely recommended for educational platforms!

Vanessa LawOpen Colleges

I simply love LeadsBridge and I use it for my Retail. Customers want their e-mails immediately when they sign up…not hours or days later. LeadsBridges reduces all that hassles. Couldn’t be happier with the company and support.Thanks to LeadsBridge I was also able to connect Facebook to my CRM.

Frank FakhryRevekaRose

Weuse LeadsBridge forour agency because they offer anawesome customer support, more customized integrations and overall, more reliable. Customer support is where they shine, I started using them almost 2 years ago and they have created a few different custom integrations for me and have helped troubleshoot integrations with me several times. If you need a custom integration between two apps and can’t find one, LeadsBridge is the place to go.

Shannon RyanConversion Dojo

I tested any similar service, and you’re the only one that allows sending multiple sources to one single custom audience on Facebook, helping me to keep my Audience Section clean and organised. Very useful for Food and Beverage retail. Great work guys

Marco BigattonGrays.inc

LeadsBridge is practical software used to “bridge” from FB leads to anything and vice-versa. Moreover, LeadsBridge works perfectly and in real time for my Online Media business. Works from FB to CRM’s and from CRM’s to FB. And they are developing more and more integrations.

Leonardo Coutiño CoutiñoOptimus digital mx

Success Stories

Jidd Motors

Jidd Motors is a Premier Luxury Car Dealer, the North America’s fastest growing family owned luxury dealership with a huge inventory of pre-owned luxury vehicles including Audi, BMW, Mercedes, Porsche just to name a few.

Waylens

Waylens is “the first camera system built for drivers, from the ground up” . Started in 2014 by a group of car enthusiasts from Harvard and MIT, Waylens wanted to drive pre-orders through its website and Kickstarter page, so it engaged Social Fulcrum – a data-driven customer acquisition agency – to leverage paid social ads to drive new customer acquisition.

Piggo

Piggo is a friendly and simple app created by GBM that helps people save and invest their money, in order to set and achieve their goals (make a travel, buy a new home, etc.).

Green Egg Chef

Mike Green “Egg Chef” is a blogger, barbecue and grilling lover. Through his blog, he offers tips and techniques to help people cooking delicious recipes with the Big Green Egg.

Amzul Foods

Amzul Foods is a natural food products and supplements company.