Pricing
Start free. Grow into done-for-you.
Four ways to work with ClientGen — from a free sample of your market's signals to a firm-wide rollout. No pricing games: what it costs is on this page.
Free sample
$0
See what a signal looks like before you spend anything.
- A sample set of prospects for your market and niche
- Illustrative data — never real personal information
- Delivered to your inbox, no call required
3 a Day
$199/mo · cancel anytime
Our team runs the prospecting. You take the conversations.
- Three high-intent prospects every weekday (~75/mo)
- Outreach written and sent for you — email and LinkedIn
- Warm replies handed to you, ready to book
- Setup included
ClientGen Pro
$199/mo billed annually ($2,388/yr) · $249 month-to-month
The full 360° Solution, run by you.
- Discover, Enrich, Monitor, and the Marketing Hub
- 100 credits a month for unlocks and exclusives
- All four channels: email, LinkedIn, handwritten notes, postcards
- Unlock Flows hands-free automation
Pro + Concierge
Scoped on a demo call
The platform plus a team that runs it with you.
- Everything in Pro
- Campaign setup, optimization, and managed sending
- Dedicated success manager
- Digital-ads add-on available via our advertising partner
Firms & Broker-Dealers
Rolling this out to twenty advisors — or two thousand?
Multi-seat blocks with group rates, centralized administration, concierge onboarding for every seat, and co-branded campaigns. Built on relationships with 65+ broker-dealers since 2007.
Pricing Questions
Answered straight
How do credits work?
Credits buy data unlocks: 1 credit unlocks a full Enrich profile, 2 credits unlock a Discover prospect, and 10 credits make a money-in-motion event exclusive to you — removing it from the platform for everyone else. Pro includes 100 credits a month; more are available when you need them.
Is there a contract?
3 a Day is month-to-month, cancel anytime. Pro is month-to-month at $249, or $199 a month billed annually — the annual plan is a price choice, not a lock-in we hide. Firm pilots run on 90-day terms with success criteria agreed up front.
Which one is right for me?
If you want prospects handed to you with zero dashboard time, start with 3 a Day. If you want to run your own searches, monitor your book, and own the whole machine, that's Pro. If you want both — the platform plus a team operating it — that's Concierge, and it starts with a call.
What about my firm or broker-dealer?
Multi-seat deployments get group rates, centralized administration, and concierge onboarding for every advisor. If your broker-dealer already works with The Pinnacle Group, there may be a program in place — start here.