About the Client
WealthBridge is a boutique wealth management firm focused on delivering personalized investment strategies for high-net-worth individuals. Competing against large financial institutions made it difficult to consistently attract qualified prospects.
The Challenge
The Problem
WealthBridge needed to grow its client base with high-net-worth individuals but faced challenges standing out in a market dominated by big banks and national advisory firms. Reaching the right prospects and building trust early in the sales process were critical obstacles.
The Solution
Our Approach
We built a sophisticated omnichannel outbound strategy combining LinkedIn and cold email. Using detailed targeting, we focused on business owners, executives, and professionals earning $300K+ annually. Messaging emphasized personalized service, independence from Wall Street incentives, and long-term advisory relationships.
The Results
Measurable Impact
Over 12 months, WealthBridge generated $50M in new assets under management. The campaign acquired 83 high-net-worth clients with portfolios exceeding $500K and achieved a 31% conversion rate from meeting to client.
Client Testimonial
“Pipelinelab helped us compete with the big banks. Their targeting was so precise that every meeting was with someone who fit our ideal client profile.”
David Thornton
Managing Partner, WealthBridge