Stop losing prospects
to unanswered messages.
The AI front desk for financial advisors and RIAs. Answer service and fee questions. Ask what the client needs and share your discovery-call link. Financial advice stays with your team.
Intake on your website, WhatsApp, Instagram, and Messenger — from $40/mo·Why an agent, not a chatbot →
See It In Action
See how the AI front desk handles real advisory inquiries — services, fees, and first-meeting questions.
- Collects planning need and timeline before sharing your discovery-call link
- Answers questions about your services, approach, and fees
- Captures name and phone for every inquiry
- Works on your website, WhatsApp, Instagram, and Facebook
Without Hyperleap AI
- ✕"What do you charge?" lands on you between client meetings
- ✕Slow follow-up — prospects move on to another advisor
- ✕The same questions about services, fees, and minimums, answered one at a time
- ✕Website visitors browse for a minute, then leave without a form fill
- ✕Admin staff spend hours on leads that were never a fit
- ✕Prospects go quiet waiting for a callback
With Hyperleap AI
- Every inquiry answered in seconds, whether you are in a meeting or not
- Prospects get your discovery-call link without waiting
- Consistent answers to service, fee, and approach questions
- Planning need, timeline, and assets range collected before you spend an hour
- Advice questions route to you, with the conversation attached
- Your team gets an email summary of every lead
Everything Financial Advisors Need
From first question to discovery-call link, the AI front desk handles your first-touch intake.
Discovery-Call Link Sharing
Shares your booking link once the basics are collected, and emails you the details so you walk into the call prepared.
Lead Qualification
Asks the questions you set — planning need, timeline, assets range, current advisor — so you know the fit before the call.
Multi-Channel Support
Prospects reach you via website chat, WhatsApp, Instagram DM, or Facebook Messenger. One AI handles all channels.
Service & Fee Explanations
Explains your advisory services, fee structure, minimums, and onboarding process from your own fee schedule and site.
No Advice, By Design
Answers general service questions and says so plainly when a question needs an advisor. Investment questions route to your licensed team.
100+ Languages
Serve prospects in their own language. The AI detects and replies in Spanish, Mandarin, Arabic, and more.
Real Conversations Your AI Handles
Retirement Planning Inquiry
“"I want to start planning for retirement." AI asks about timeline and goals, collects name and phone, and shares your discovery-call link.”
Investment Consultation
“"I have savings I want to invest." AI explains it can't advise, asks about goals and timeline, and routes the prospect to an advisor.”
Tax Planning Question
“"Do you help with tax-efficient investing?" AI confirms the service from your site and offers your discovery-call link.”
Estate Planning
“"I need help with estate planning." AI outlines your estate planning services, collects the basics, and emails your team the summary.”
Insurance Review
“"Can you review my insurance coverage?" AI explains your insurance review service, collects contact details, and shares your booking link.”
New Client Onboarding
“"I want to become a client." AI walks through your onboarding process, explains what to expect at the first meeting, and collects contact details to get started.”
Fee Structure Question
“"How do you charge for your services?" AI explains your fee model — fee-only, fee-based, or commission — straight from your fee schedule.”
Market Update Inquiry
“"What is your take on the current market?" AI shares your firm's published investment philosophy and routes the question to an advisor.”
Financial Checkup
“"I haven't reviewed my finances in years." AI explains your review service, collects basic details, and shares your discovery-call link.”
Why Financial Advisors Love Hyperleap AI
Fewer Interruptions, Same Answers
The "what do you charge?" questions get answered without pulling you out of a client meeting.
Know the Fit Before the Call
Planning need, timeline, and assets range arrive by email. You start every discovery call informed.
Free Up Advisor Time
Stop answering the same questions about fees, services, and minimums. Your time goes to clients, not to first-touch replies.
A Reply in Seconds
Prospects and clients get an answer immediately instead of waiting for a callback.
Serve Diverse Clients
The AI detects and replies in 100+ languages, so multilingual prospects get the same answers as everyone else.
Live in Under 5 Minutes
Paste your website URL and add one script tag. Attach your fee schedule and disclosures afterwards as tuning.
Built for Every Type of Financial Advisory Practice
Independent Financial Advisors
Solo advisors and small practices that need first contact handled without hiring staff. The AI front desk takes intake while you advise.
RIA Firms
Registered Investment Advisor firms that need consistent prospect engagement across multiple advisors and service offerings.
Multi-Advisor Practices
Larger advisory firms with multiple advisors. The AI routes prospects by specialization.
Simple Pricing for Financial Advisors
Try any plan free for 7 days
Plus
For solo financial advisors
Key Features:
- 3,000 AI responses per month
- 1 chatbot
- 4 channels per chatbot
- Instagram, WhatsApp available
- 40MB knowledge source per chatbot
- Calendar, downloads, videos
- + 4 more features
Pro
For growing advisory firms
Key Features:
- 12,000 AI responses per month
- 2 chatbots
- 8 channels (4 per chatbot)
- Remove Hyperleap branding
- 40MB knowledge source per chatbot
- Link tracking & login
- + 3 more features
Max
For multi-advisor practices
Key Features:
- 30,000 AI responses per month
- 5 chatbots
- 20 channels (4 per chatbot)
- Remove Hyperleap branding
- 40MB knowledge source per chatbot
- Hierarchical retrieval ($40/mo + 2x credits)
- + 3 more features
7-day free trial: Try any plan risk-free • See all plan details →
All plans include: Multi-channel deployment • Priority support
Add-ons: Studio & API ($99 one-time on Plus/Pro/Max) • Hierarchical Retrieval ($40/mo + 2x credits on Pro/Max) • OTP Verification (usage-based on Pro/Max)
Why Financial Advisors Choose Hyperleap AI
Built for Financial Services
Comes with a financial-services starting prompt and the questions advisors actually get asked — services, fees, minimums, and what to bring.
Compliance-Aware Design
Answers general service questions from your own approved content, without giving personalized financial advice. Investment questions route to your licensed advisors.
No Technical Skills Required
Add one line of code to your website. Connect social channels in 5 minutes. No developers or IT team needed.
Human Handoff When Needed
Complex inquiries, high-net-worth prospects, or urgent requests get routed to your team with full conversation context.
Frequently Asked Questions
What does an AI front desk do for a financial advisory practice?+
It answers the questions that interrupt your day — what services you offer, how you charge, what your minimums are, what to bring to a first meeting — from your website, PDFs, and fee schedule. It collects prospect details (name, phone, planning need, timeline), shares your discovery-call link, and emails you a clean summary. Anything that needs judgment routes to you.
Will it give financial advice or recommend specific products?+
No. The AI is configured not to recommend investments, products, allocations, or strategies — and to tell prospects so explicitly when asked. It explains your services (financial planning, retirement planning, estate planning, tax-aware investing), your fee model (AUM, flat fee, retainer, commission), and your investment philosophy, then shares your discovery-call link. Anything substantive happens with you, the licensed advisor, on the call.
How does this fit with my compliance program — SEC/FINRA/state regulators?+
You own the conversation log and can include it in your books-and-records retention. The AI answers from your firm's own disclosures, fee schedule, and compliance language, which you upload. For RIAs, it behaves as a marketing and intake tool, not an advice channel. We strongly recommend running your specific configuration past your compliance officer or outside counsel before going live.
Can it qualify prospects before I spend 30 minutes on a discovery call?+
Yes. Qualifying questions are yours to set — investable assets range, current advisor (yes/no/looking to switch), planning need (retirement, college, business sale, divorce, inheritance), urgency, and location (in your service state). The answers arrive in the email summary, so before you take the call you already know whether the prospect fits your minimums and your specialty.
What happens when a prospect messages while I'm in a client meeting?+
The AI answers their questions about your services, collects their details, shares your Calendly or Cal.com link, and emails you a lead summary. You finish the meeting and pick up a warm lead instead of a voicemail. Every conversation from every channel sits in one inbox in Studio.
Does this replace LinkedIn outreach or referral marketing?+
No — it converts the leads those efforts generate. Most inbound prospects (website visitors after a LinkedIn post, referrals checking you out) land on your site, browse for a minute, and leave without filling in a form. The AI answers their first questions while they're there and hands the interested ones your discovery-call link.
Is the conversation data private and ours to keep?+
Yes. Conversation data is yours, encrypted at rest, and never used to train shared models. You can export everything (transcripts, leads, contact info) on demand. We do not sell or share data with third parties. For specifics, see /privacy and /dpa.
How Financial Advisor AI agents work
Four guides that explain the technology behind every financial advisor AI agent — from how it answers accurately to how it routes the right requests to your team.
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RAG Chatbot
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View comparisonReady to Capture More Financial Advisory Leads?
Every prospect inquiry answered and routed while you work. Start for free today.
Ask AI about your customer conversations.
Connect Claude or another compatible AI tool to your Financial advisor agent’s customer details and conversations. Then ask questions such as “What did customers ask this week?” This connection, called MCP, is included on every plan.
Ask Claude about your leads