Financial Planning Leads

Find Financial Planning Clients on Reddit

People at major financial milestones ask Reddit for financial planners constantly. LeadsFromURL finds those high-intent posts before your competitors do.

21,400+

Posts scanned/day

140-190

Leads matched

8.2/10

Avg intent score

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Real leads preview

This is what your financial planning leads actually look like

Real posts from Reddit. Real buyer intent. Delivered to your dashboard daily.

r/Entrepreneur
·1h ago
9/10 Very High

Sold my startup for $3M - what should I do with the money?

First time dealing with a liquidity event. I know I need a financial planner but do not know how to find one I can trust.

234
156
AI Reply Ready
r/personalfinance
·3h ago
9/10 Very High

How do I find a fee-only financial planner who works with people under 40?

Making $180k at 32. Have investments scattered everywhere. Want a comprehensive financial plan, not just investment advice.

89
67
AI Reply Ready
r/personalfinance
·4h ago
9/10 Very High

Inherited $500k - overwhelmed and need guidance

Not sure what to do. Family member says I should invest it all but I need a professional to help me think this through.

456
234
AI Reply Ready

Tired of broken lead gen?

Most financial planningprofessionals waste time and money on channels that don't convert.

Competing with robo-advisors on cost

AUM minimums excluding younger clients with high earning potential

Explaining fee structures to skeptical prospects

Finding clients through channels beyond referrals

How it works

From Reddit post to warm lead in 3 steps

1

Describe Your Business

Paste your URL or describe your financial planning service. Our AI builds targeting keywords automatically.

2

We Scan All of Reddit

AI scans 21,400+ posts daily across 9+ subreddits. Spam and off-topic posts are filtered out.

3

Get Leads + AI Replies

Daily feed of people looking for financial planning help. AI drafts personalized replies you can send instantly.

We scan all of Reddit for you

9+ subreddits monitored specifically for financial planning leads - and we add more every week.

r/personalfinancer/financialplanningr/Firer/fatFIREr/investingr/Bogleheadsr/taxr/Entrepreneurr/retirement+ hundreds more across Reddit

Built for financial planning professionals

Fee-only financial planners
CFP professionals
Wealth management firms
Independent financial advisors
Estate planning specialists

Start finding financial planning clients today

Your competitors are already on Reddit answering these posts. Get there first.

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