For financial advisors

Financial advisor leads, without buying lists

Reach 1,000+ qualified prospects a month on LinkedIn with personal messages drafted in your voice. You approve every word. Meetings land on your calendar.

Engineered for: 1,000+ advisor-grade conversations, monthly
Book a Demo View pricing
1,000+ DMs / profile / monthNo bought listsYou approve every messageSame-day launch
The problem

Bought lists decay. Referrals don't scale.Your next clients are already on LinkedIn.

Purchased lead lists convert below 1 percent and burn your email domain. Seminars and radio spots reach whoever shows up. Meanwhile the business owners, executives and pre-retirees you actually want sit on LinkedIn with their career, company and life events in plain view. The problem was never finding them. It was reaching enough of them, personally, without it becoming your full-time job.

Why old channels stall

Three ways advisors waste prospecting budget

Every one of these gets outperformed by direct, personal outreach at volume.

Bought lead lists
Resold to five other advisors before you, riddled with dead contacts, and they never opted in to hearing from you
Cold calling
Under 2 percent connect rates and getting worse every year as nobody answers unknown numbers
Waiting on referrals
The best channel there is, and completely outside your control. You cannot forecast a practice on it
0+
DMs / profile / month
0
InMails from pooled seats
~0
free open-profile sends
0
inbox for every reply
How it works

1,000+ personal conversations a month, per profile

Naviira runs your LinkedIn outreach through Sales Navigator: InMail credits pooled across seats plus free open-profile messages, paced like a human. You define who qualifies, the AI researches each prospect and drafts in your voice, and every reply lands in one inbox.

  • Target by title, company size, geography and life-event signals
  • AI drafts reference the prospect's actual role and firm, never mail-merge blast
  • You approve every message, or let the AI send within rules you set
~300 InMails (6 seats × 50 credits)  +  ~800 open-profile messages  =  1,000+ DMs per profile, per month
Exact capacity depends on how many of your prospects have open profiles. We tell you that number on the demo call.
The inbox on a Tuesday

What reply flow actually looks like

Every response from every profile lands in one inbox, classified by intent the moment it arrives. The AI Conversation Agent reads the whole thread and drafts a reply in your voice with your booking link, held for your one-click approval.

  • Interested, meeting requested, more info and later, tagged automatically
  • Positive replies surface to the top so nothing warm goes cold
  • Your compliance-approved language, every single time
AI draft · your voice
Built for a regulated industry

You stay in control of every word

Advisors work under compliance. The platform is built so nothing goes out that you would not put your name on.

Approval mode
Hold every AI draft for one-click review before it sends. Nothing leaves without your sign-off
Full audit trail
Every message sent and received is logged and exportable to CSV for your records
No fake behavior
No bots acting as you in the browser, no scraped email blasts. Real seats, human pacing, enforced caps
★★★★★
The safety spec is what sold me. Caps enforced in the engine, and campaigns that pause themselves instead of burning the account. Two quarters, zero restrictions.
Dana LundVP Sales · Corvex
★★★★★
I was skeptical of the volume claim. The dashboard showed my audience's open-profile density before I paid, and the number held in month one.
Theo NovakFounder · Kestrel & Co
HHarsh, founder of Naviira
We built Naviira for our own outbound first. Every cap and cooldown exists because our accounts depend on them before yours do. If a number on this page ever stops being true, it comes off the page.
Harsh · Founder, Naviira
Questions

Straight answers

You define your ideal client in Sales Navigator terms: business owners over 50 in your state, executives at companies being acquired, HENRYs in specific industries. Naviira reaches 1,000+ of them per connected profile per month with personal messages, and positive replies land in your inbox with an AI-drafted response waiting. Most advisors book their first meetings in week one.
The platform gives you the controls compliance teams ask for: approval mode so a human signs off on every message, a complete exportable log of all correspondence, and no misleading automation. Your firm's policies are yours to apply; many advisors run every template past compliance once, then let approved sequences run.
A bought list is a spreadsheet of people who never asked to hear from you, sold to several advisors at once. LinkedIn outreach reaches a prospect on their professional profile, in context, one at a time, referencing who they actually are. Reply quality is not comparable.
Connect a profile in minutes, import a Sales Navigator search, and the first sends go out the same day with warm-up pacing. Meaningful reply flow typically starts within the first week; meetings follow as volume compounds.
20 minutes · No pitch deck

See what your book looks like with real deal flow.

We will measure how many of your ideal clients are reachable on LinkedIn and tell you the exact volume Naviira can hold for you.

Book a Demo → View pricing