B2B Lead Generation for Financial Services

Frustrated You're Not Getting Clients?

Even though you have the funds to acquire more.

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Trusted platforms & credentials

Client Reviews

Happy words from happy clients

Sebastian did an outstanding job automating our backend processes. He seamlessly connected and orchestrated multiple tools, delivered results at impressive speed, and communicated clearly and proactively throughout the entire setup. What really stood out was his level of ownership and commitment, he consistently went beyond the agreed scope and showed a 100%+ performance mindset. Highly reliable, solution-oriented, and a real accelerator for complex automation projects.

Güngör Kara
Güngör Kara
Founder of Kara X

I had an excellent experience working with Sebastian from Automatewisely. He was extremely professional, understood the workflow clearly, anticipated some of the challenges that would have to be overcome, delivered a solution and continued to support with any troubleshooting that was required. I am grateful for the patience and support offered throughout the process with an unwavering commitment towards excellence.

Niro Cooke
Niro Cooke
Plus94 Board Member

Our Process

How We Get You Clients

A proven three-phase system built around cold email campaigns that consistently fills your pipeline.

01

Growth Mapping Call

A free, no-obligation strategy session where we diagnose your current acquisition bottlenecks, map your ideal client profile, and determine if cold email is the right channel for your firm.

02

Scope & Strategy

We build your targeting lists, craft high-converting copy sequences, configure your sending infrastructure, and set up the full technical stack — domains, mailboxes, warm-up, and deliverability.

03

Launch & Deliver

Campaigns go live. We manage daily operations, monitor deliverability, A/B test messaging, and optimize for replies. You get qualified meetings booked directly on your calendar.

About Us

Built for B2B Financial Services

Most boutique financial advisors have the same problem: you're great at what you do, but no one knows you exist. You don't have a product problem. You have a visibility problem.

The only difference between you and your competitor is that they have better marketing & brand. Without consistent outreach, your pipeline depends on referrals & luck.

I chose to serve this industry because I've seen the gap firsthand through my family business, conversations with advisors, fund managers, and studying at Oxford Saïd Business School. I don't have a finance degree, but I have the growth infrastructure you're missing.

— Sebastian Olegård

13+
Campaigns launched
7.2%
Avg Reply Rate
98%
Deliverability rate
3x-5x
Avg. pipeline ROI

Pricing

Your Investment

Choose the option that fits your needs.

Growth Plan
3-Month Contract
$2,370
/month

We handle everything end-to-end. You just show up to meetings.

Included
  • Full campaign management
  • Ongoing lead list building
  • Weekly A/B testing & optimization
  • 2 weekly strategy calls
  • Slack alerts for every hot lead
  • Bonus
  • Email reminder System (increase booking show rate ~63%)
Let's Talk
30-Day Guarantee

10 booked appointments in 30 days or your money back. Plus, you keep everything we've built.

Only 3 spots left. I work with max 5 clients to ensure quality.

Get in Touch

Book Your Free Growth Call

No friction, just a conversation about growing your firm.