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

The one thing I love most aboutLeadsBridge is that the automotive leads are synced in real time to a client who needs to be quick on turnarounds. The functionality behind leads bridge is fantastic with multiple options and ways we can send out leads, whether it is via a webhook to a dashboard or directly to a client, and even the option to send to a group of receivers depending on the answers that the user selected.

Nickolas RomasAdTorque Edge

It is very simple and you can just start transferring your leads to your CRM from Facebook in minutes. Top for my Educational business, very recommended!

Ioan Nicutioannicut.ro

Jeff Brudy
I use LeadsBrigde for 2 years, I found the integration with Facebook leads ads awesome! Your service is impeccable and there seems to always be help available… rare these days. However, if you have it working the way you do that is another service worth its weight in Gold.

Jeff BrudyBrudy Enterprises Ltd

I use LeadsBridge from 2 years and I’ve found it very easy to set up and use. About LeadsBridge, the most lovely feature for my agency is the bridge between Facebook lead ads and my CRM. Highly recommended!

Mariko RogersThe ICEHOUSE

LeadsBridge has top-notch customer service and has enabled my client to make ten-fold what they were previously making due to the lead integration software LeadsBridge provides. Can’t possibly say enough nice things about LeadsBridge!

Alexandra GerwelDeluxe Corp.

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.