01
Sub-2-second answer
Every call answered instantly — market hours, after close, and weekends.
“A widowed caller at 8 p.m. should hear empathy, not a beep.”
For RIAs and wealth managers
AI Phone Agents Built for Financial Advisors
74% of prospective clients choose the first advisor who responds. RevSquared answers instantly, qualifies prospects, books discovery meetings, and handles portfolio review requests 24/7.
Live on your number before lunch7-day free trialPre-tuned for Financial Advisory
35%
of advisory calls go unanswered
74%
choose the first advisor who responds
$15,000+
average annual revenue per advisory client
58%
of HNW prospects call outside business hours
The problem
Seven-figure prospects won't leave a message.
Five places advisory revenue slips into the next firm's pipeline.
- 01
Advisors stuck in meetings
Client meetings, portfolio reviews, seminars all day. Prospect calls go to voicemail.
- 02
Massive per-call value lost
35% of calls go unanswered. Each qualified prospect is $5,000–$25,000+ in annual fees.
- 03
Market volatility chaos
Volatility triggers anxious client calls — your team can't reassure clients and capture prospects at once.
- 04
Compliance documentation
Every interaction needs documentation. Admin spends hours on call notes instead of supporting advisors.
- 05
HNW prospects call after hours
Evenings and weekends are when high-net-worth professionals finally have time to call.
The fix
Built for financial advisors, out of the box.
Every feature ships enabled on day one. No custom dev, no professional services invoice.
Asset-level qualification
Asks investable assets, goals, timeline, current advisor, and service needs.
Discovery meeting booking
Books on the right advisor's calendar based on assets, service type, and specialization.
Prospect detail capture
Captures net worth range, retirement timeline, risk tolerance, and concerns.
Urgent client routing
Routes urgent client calls about market events or account issues to the right advisor.
Compliance-grade transcripts
Full transcripts and recordings for every call so your compliance file stays clean.
Calls your agent handles
Every call type. Every hour. Handled.
Urgent matters
Routed to the right advisor- Account access and security issues
- Time-sensitive trade decisions
- Major market events
- Beneficiary and estate emergencies
Routine calls
Logged for your team- Existing client check-ins
- Portfolio review scheduling
- Statement and document questions
- Reschedules and cancellations
New prospect intake
Pre-qualified for your advisors- New prospect discovery meetings
- 401(k) rollover qualification
- Retirement planning consults
- Existing-client referral intake
In the real world
Three calls, three wins.
Recently widowed caller
A widow calls overwhelmed by financial decisions. Your agent answers with empathy, captures concerns and approximate portfolio size, and books a Thursday consult with your life-transitions specialist.
Volatility-day call surge
The S&P drops 4% before lunch. Your agent handles the surge simultaneously — calming clients, confirming follow-ups, and qualifying three new prospects unhappy with their current advisor.
401(k) rollover lead
A tech executive who just left a Fortune 500 calls about a $1.2M rollover. Your advisor is in a seminar. Your agent qualifies assets, timeline, and tax concerns — then books a Monday discovery meeting.
Works with what you have
Plugs into the tools you already use.
Salesforce, HubSpot, Calendly, GoHighLevel — one-click connect.
See all integrations
Free Guide
The 2026 Google LSA Playbook
Dominate your local competition, rank #1 on Google Local Services Ads, and turn Google into your top salesperson. Built for financial advisors.
Get it free- 56 pages of LSA ranking tactics
- Written for financial advisors, by operators
- Updated quarterly with Google's changes
2026 EDITIONGoogle LSA PlaybookFor advisory practicesRevenue Squared
From the blog
Practical reading for Financial Advisory operators.
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