Scale your book without scaling your team

Accelerate growth with fully managed, AI-powered financial advisor prospecting. CoPilot AI’s agents identify qualified prospects, start personalized conversations, and turn outreach into long-term client relationships.

Find your next high-value client

CoPilot AI’s team of agents identify and engage individuals with a genuine interest in your services.

Strategy Agent

Defines your highest-value clients and builds a LinkedIn outbound strategy for scalable growth.

Targeting Agent

Identifies high-fit prospects based on market signals and crafts compliant, value-driven campaigns tailored to your advisory niche.

Reply Agent

Engages prospective clients and books qualified meetings directly into your calendar.

The foundation behind your team of agents

Blending your online presence with real-time market signals, the Strategy Agent learns how you’re positioned and builds your strategy based on industry trends, competitors, and buyer behavior.

Reply Prediction AI evaluates signals to prioritize prospects that are most likely to engage, helping the Targeting Agent focus on high-intent conversations from day one.

Intent Analysis AI evaluates incoming replies to understand interest level, objections, and buying signals, so the Reply Agent’s responses are tailored to where each prospect is in their journey.

ROI calculator

Estimate your projected pipeline, revenue, and ROI in minutes.

Your sales details

CoPilot AI Plan

Core — $149/mo (annual) Guided — $299/mo (annual)

Average deal value $12,000

Average sales cycle 4 months

Deals closed per 10 qualified meetings 2

Projected ROI over 6 months 12 months 24 months

Disclaimer ℹ

Estimated costs are based on a single user on an annual plan. Results use actual average metrics from users sending 400+ LinkedIn connection invites per month using CoPilot AI. Your individual results may vary.

Total Revenue

$72,000

Total Cost

$1,788

Deals Won

10

ROI — 12 months

$40.27 per $1 spent

Testimonials

"I’m always thinking about different ways to connect with entrepreneurs and founders and for me, I like having CoPilot AI be this solution I can depend on. I probably cannot tell you any other software I’ve ever used that’s giving me such a direct ROI."

Jason Malki

Founder & CEO @ StrtupBoost

"The best part is I can set it and forget it. I let it run in the background and wait until people come through who are ready to talk. I genuinely use CoPilot AI as if it’s my BDR and that’s how I’ve structured my entire sales organization so far."

Greg Wise

Co-founder @ OneScreen AI

"CoPilot AI is incredible. Since our ICP lives on LinkedIn, it's the perfect way to start conversations without getting lost in an email echo chamber. It works. It's easy to use. It converts meetings."

Eric Kerkes

Director, GTM @ Pursuit

Frequently asked questions

Can CoPilot AI help me attract high-net-worth clients specifically?

Yes. CoPilot AI is designed with precise financial advisor prospecting in mind. The platform filters prospects by professional role, seniority, industry, and wealth-indicating signals, so your outreach reaches the right people at the right level.

Will CoPilot AI replace relationship-based selling?

Not at all, and that's the point. The most successful wealth management and financial advisory practices are built on trust and long-term relationships, and no AI changes that. What CoPilot AI does is handle the time-consuming work of sourcing prospects, executing outreach, and managing follow-ups.